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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$85.9K Sell
736
-50
-6% -$5.71K 0.03% 321
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

Deseret Mutual Benefit Administrators's WEC Position: Q2 2026 in Review

Deseret Mutual Benefit Administrators reduced its WEC Energy (WEC) stake by 6.4% in Q2 2026, selling an estimated $5.71K and leaving 736 shares worth $85.9K. The position accounts for 0.03% of the portfolio, ranked #321.

Deseret Mutual Benefit Administrators first reported a position in WEC in Q2 2021 and has held it in 21 quarters since. The position peaked at $141K in Q4 2021. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Deseret Mutual Benefit Administrators held 736 shares of WEC Energy worth $85.9K as of Q2 2026.
  • Deseret Mutual Benefit Administrators sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 0.03% of Deseret Mutual Benefit Administrators's portfolio in Q2 2026, its #321 holding.
  • Deseret Mutual Benefit Administrators first reported a position in WEC Energy in Q2 2021 and has held it in 21 quarters since.
  • Deseret Mutual Benefit Administrators's WEC Energy position peaked at $141K in Q4 2021.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Deseret Mutual Benefit Administrators's 13F filing for Q2 2026, filed 14 Aug 2026.