Deseret Mutual Benefit Administrators’s WEC Energy WEC Stock Holding History

Deseret Mutual Benefit Administrators’s Portfolio WEC Stock Details WEC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$91K	Buy	786 +348	+79%	+$39.1K	0.03%	309
2025 Q4	$46.2K	Sell	438 -50	-10%	-$5.54K	0.02%	331
2025 Q3	$55.9K	Hold	488	–	–	0.02%	294
2025 Q2	$50.9K	Hold	488	–	–	0.02%	299
2025 Q1	$53.2K	Hold	488	–	–	0.03%	285
2024 Q4	$45.9K	Hold	488	–	–	0.02%	310
2024 Q3	$46.9K	Buy	488 +63	+15%	+$5.58K	0.02%	312
2024 Q2	$33.3K	Hold	425	–	–	0.02%	350
2024 Q1	$34.9K	Hold	425	–	–	0.02%	341
2023 Q4	$35.8K	Sell	425 -111	-21%	-$9.14K	0.02%	324
2023 Q3	$43.2K	Sell	536 -24	-4%	-$2.08K	0.02%	318
2023 Q2	$49.4K	Hold	560	–	–	0.02%	321
2023 Q1	$53.1K	Hold	560	–	–	0.02%	295
2022 Q4	$52.5K	Sell	560 -475	-46%	-$43.9K	0.02%	293
2022 Q3	$93K	Sell	1,035 -245	-19%	-$25K	0.03%	294
2022 Q2	$129K	Hold	1,280	–	–	0.03%	288
2022 Q1	$128K	Sell	1,280 -173	-12%	-$16.3K	0.03%	312
2021 Q4	$141K	Buy	1,453 +123	+9%	+$11.2K	0.02%	316
2021 Q3	$117K	Sell	1,330 -176	-12%	-$16.5K	0.02%	338
2021 Q2	$134K	Buy	+1,506	New	+$142K	0.03%	296

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deseret Mutual Benefit Administrators's WEC Position: Q1 2026 in Review

Deseret Mutual Benefit Administrators increased its WEC Energy (WEC) stake by 79% in Q1 2026, buying an estimated $39.1K and bringing the position to 786 shares worth $91K. The position accounts for 0.03% of the portfolio, ranked #309.

Deseret Mutual Benefit Administrators first reported a position in WEC in Q2 2021 and has held it in 20 quarters since. The position peaked at $141K in Q4 2021. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Deseret Mutual Benefit Administrators held 786 shares of WEC Energy worth $91K as of Q1 2026.
Deseret Mutual Benefit Administrators bought 348 WEC Energy shares in Q1 2026, an estimated $39.1K.
WEC Energy made up 0.03% of Deseret Mutual Benefit Administrators's portfolio in Q1 2026, its #309 holding.
Deseret Mutual Benefit Administrators first reported a position in WEC Energy in Q2 2021 and has held it in 20 quarters since.
Deseret Mutual Benefit Administrators's WEC Energy position peaked at $141K in Q4 2021.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q1 2026, filed 8 May 2026.