FMII
WEC icon

Farmers & Merchants Investments Inc’s WEC Energy WEC Stock Holding History

Farmers & Merchants Investments Inc’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
Q2 		$3.59M Sell
30,722
-2
-0% -$228 0.09% 148
2026
Q1 		$3.56M Buy
30,724
+1,206
+4% +$135K 0.1% 143
2025
Q4 		$3.11M Hold
29,518
– – 0.09% 149
2025
Q3 		$3.38M Sell
29,518
-500
-2% -$54.2K 0.1% 142
2025
Q2 		$3.13M Sell
30,018
-1,000
-3% -$106K 0.09% 145
2025
Q1 		$3.38M Sell
31,018
-500
-2% -$51.1K 0.11% 145
2024
Q4 		$2.96M Hold
31,518
– – 0.09% 152
2024
Q3 		$3.03M Hold
31,518
– – 0.09% 150
2024
Q2 		$2.47M Sell
31,518
-4,000
-11% -$325K 0.08% 154
2024
Q1 		$2.92M Sell
35,518
-1,500
-4% -$121K 0.1% 154
2023
Q4 		$3.12M Sell
37,018
-14,000
-27% -$1.15M 0.11% 145
2023
Q3 		$4.11M Sell
51,018
-506
-1% -$44K 0.16% 130
2023
Q2 		$4.55M Hold
51,524
– – 0.17% 127
2023
Q1 		$4.88M Buy
51,524
+11
+0% +$1.02K 0.19% 122
2022
Q4 		$4.83M Hold
51,513
– – 0.2% 120
2022
Q3 		$4.61M Sell
51,513
-1,960
-4% -$200K 0.21% 114
2022
Q2 		$5.38M Hold
53,473
– – 0.23% 112
2022
Q1 		$5.34M Sell
53,473
-700
-1% -$66.1K 0.2% 118
2021
Q4 		$5.26M Sell
54,173
-7,037
-11% -$643K 0.2% 121
2021
Q3 		$5.4M Sell
61,210
-1,000
-2% -$93.8K 0.23% 109
2021
Q2 		$5.53M Sell
62,210
-307
-0.5% -$28.9K 0.25% 112
2021
Q1 		$5.85M Sell
62,517
-13,000
-17% -$1.13M 0.28% 107
2020
Q4 		$6.95M Hold
75,517
– – 0.36% 90
2020
Q3 		$7.32M Sell
75,517
-6,993
-8% -$652K 0.44% 75
2020
Q2 		$7.23M Buy
82,510
+16
+0% +$1.44K 0.47% 71
2020
Q1 		$7.27M Sell
82,494
-296
-0.4% -$28.5K 0.56% 60
2019
Q4 		$7.64M Hold
82,790
– – 0.47% 76
2019
Q3 		$7.87M Hold
82,790
– – 0.5% 70
2019
Q2 		$6.9M Buy
82,790
+13
+0% +$1.04K 0.44% 76
2019
Q1 		$6.55M Sell
82,777
-1,991
-2% -$148K 0.44% 77
2018
Q4 		$5.87M Hold
84,768
– – 0.45% 78
2018
Q3 		$5.66M Sell
84,768
-3,989
-4% -$266K 0.39% 87
2018
Q2 		$5.74M Hold
88,757
– – 0.42% 84
2018
Q1 		$5.57M Sell
88,757
-8,896
-9% -$552K 0.42% 81
2017
Q4 		$6.49M Buy
97,653
+896
+0.9% +$60.1K 0.47% 69
2017
Q3 		$6.07M Buy
96,757
+39
+0% +$2.49K 0.48% 70
2017
Q2 		$5.94M Buy
96,718
+1,800
+2% +$111K 0.49% 68
2017
Q1 		$5.75M Sell
94,918
-6,937
-7% -$409K 0.51% 67
2016
Q4 		$5.97M Buy
101,855
+2,000
+2% +$115K 0.55% 58
2016
Q3 		$5.98M Buy
99,855
+14,374
+17% +$897K 0.63% 54
2016
Q2 		$5.58M Buy
85,481
+3,000
+4% +$180K 0.62% 56
2016
Q1 		$4.96M Sell
82,481
-19
-0% -$1.06K 0.58% 64
2015
Q4 		$4.23M Buy
82,500
+19
+0% +$970 0.53% 69
2015
Q3 		$4.31M Hold
82,481
– – 0.59% 62
2015
Q2 		$3.71M Hold
82,481
– – 0.47% 73
2015
Q1 		$4.08M Buy
82,481
+81
+0.1% +$4.24K 0.51% 65
2014
Q4 		$4.35M Sell
82,400
-2,000
-2% -$98.1K 0.54% 61
2014
Q3 		$3.63M Buy
84,400
+200
+0.2% +$8.88K 0.48% 71
2014
Q2 		$3.95M Hold
84,200
– – 0.53% 64
2014
Q1 		$3.92M Buy
84,200
+2,000
+2% +$86.2K 0.55% 64
2013
Q4 		$3.4M Buy
82,200
+4,000
+5% +$166K 0.49% 74
2013
Q3 		$3.16M Buy
78,200
+8,466
+12% +$353K 0.5% 71
2013
Q2 		$2.86M Buy
+69,734
New +$2.96M 0.44% 81

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Farmers & Merchants Investments Inc's WEC Position: Q2 2026 in Review

Farmers & Merchants Investments Inc reduced its WEC Energy (WEC) stake by 0.01% in Q2 2026, selling an estimated $228 and leaving 30,722 shares worth $3.59M. The position accounts for 0.09% of the portfolio, ranked #148.

Farmers & Merchants Investments Inc first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.87M in Q3 2019. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Farmers & Merchants Investments Inc held 30,722 shares of WEC Energy worth $3.59M as of Q2 2026.
  • Farmers & Merchants Investments Inc sold 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up 0.09% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #148 holding.
  • Farmers & Merchants Investments Inc first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Farmers & Merchants Investments Inc's WEC Energy position peaked at $7.87M in Q3 2019.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.