Question 1

How many shares of WEC does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 36,031 shares of WEC (WEC ENERGY GROUP INC).

Question 2

What is Steward Partners Investment Advisory, LLC's WEC position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's WEC position is worth $4.2M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling WEC?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC increased their WEC position (+1.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy WEC?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in WEC in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	36,031	+1.0%	$4.2M	0.0%	$115.76	27
2026-Q1	Decreased	35,662	-8.8%	$4.1M	0.0%	$113.79	0
2025-Q4	Increased	39,105	+3.6%	$4.1M	0.0%	$102.79	28
2025-Q3	Increased	37,761	+3.9%	$4.3M	0.0%	$110.80	28
2025-Q2	Increased	36,345	+4.6%	$3.8M	0.0%	$99.94	28
2025-Q1	Increased	34,746	+2.6%	$3.8M	0.0%	$103.62	27
2024-Q4	Increased	33,852	+7.7%	$3.2M	0.0%	$88.64	29
2024-Q3	Increased	31,419	+3.0%	$3M	0.0%	$89.89	27
2024-Q2	Increased	30,495	+0.8%	$2.4M	0.0%	$72.64	26
2024-Q1	Decreased	30,243	-27.4%	$2.5M	0.0%	$75.29	0
2023-Q4	Increased	41,643	+2.9%	$3.5M	0.0%	$76.34	27
2023-Q3	Decreased	40,467	-9.8%	$3.3M	0.1%	$72.35	0
2023-Q2	Increased	44,885	+4.2%	$4M	0.1%	$78.55	28
2023-Q1	Increased	43,068	+0.5%	$4.1M	0.1%	$83.69	27
2022-Q4	Increased	42,869	+12.7%	$4M	0.1%	$82.09	30
2022-Q3	Increased	38,052	+2.0%	$3.4M	0.1%	$77.67	27
2022-Q2	Increased	37,288	+3.0%	$3.8M	0.1%	$86.80	27
2022-Q1	Increased	36,202	+4.0%	$3.6M	0.1%	$85.46	28
2021-Q4	Increased	34,819	+2.0%	$3.4M	0.1%	$82.46	27
2021-Q3	Increased	34,147	+2.3%	$3M	0.1%	$74.36	27
2021-Q2	Decreased	33,392	-61.0%	$3M	0.1%	$74.46	0
2021-Q1	Increased	85,562	+166.7%	$4B	0.1%	$77.79	51
2020-Q4	Increased	32,082	+0.4%	$3M	0.1%	$75.89	26
2020-Q3	Increased	31,963	+3.5%	$3.1M	0.1%	$79.42	27
2020-Q2	Increased	30,869	+12.1%	$2.7M	0.1%	$71.35	29
2020-Q1	Increased	27,538	+8.9%	$2.4M	0.1%	$71.20	28
2019-Q4	Increased	25,294	+1.2%	$2.3M	0.1%	$74.05	26
2019-Q3	Increased	24,999	+2.2%	$2.4M	0.1%	$75.84	27
2019-Q2	Increased	24,470	+1.8%	$2M	0.1%	$66.05	26
2019-Q1	New	24,046	-	$1.9M	0.1%	$62.18	36

WEC30 quarters

WEC
30 quarters