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Marks Group Wealth Management’s WEC Energy WEC Stock Holding History

Marks Group Wealth Management’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 		$1.84M Buy
15,884
+597
+4% +$67.1K 0.18% 142
2025
Q4 		$1.61M Buy
15,287
+4,659
+44% +$516K 0.15% 143
2025
Q3 		$1.22M Sell
10,628
-578
-5% -$62.6K 0.11% 165
2025
Q2 		$1.17M Sell
11,206
-1,261
-10% -$134K 0.11% 167
2025
Q1 		$1.36M Sell
12,467
-12
-0.1% -$1.23K 0.13% 155
2024
Q4 		$1.17M Sell
12,479
-285
-2% -$27.6K 0.12% 163
2024
Q3 		$1.23M Sell
12,764
-143
-1% -$12.7K 0.12% 165
2024
Q2 		$1.01M Buy
+12,907
New +$1.05M 0.11% 169
2023
Q1 		– Sell
-14,656
Closed -$1.37M – 294
2022
Q4 		$1.37M Hold
14,656
– – 0.19% 132
2022
Q3 		$1.31M Hold
14,656
– – 0.2% 133
2022
Q2 		$1.48M Hold
14,656
– – 0.21% 129
2022
Q1 		$1.46M Hold
14,656
– – 0.18% 127
2021
Q4 		$1.42M Buy
+14,656
New +$1.34M 0.17% 133

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marks Group Wealth Management's WEC Position: Q1 2026 in Review

Marks Group Wealth Management increased its WEC Energy (WEC) stake by 3.9% in Q1 2026, buying an estimated $67.1K and bringing the position to 15,884 shares worth $1.84M. The position accounts for 0.18% of the portfolio, ranked #142.

Marks Group Wealth Management first reported a position in WEC in Q4 2021 and has held it in 13 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Marks Group Wealth Management held 15,884 shares of WEC Energy worth $1.84M as of Q1 2026.
  • Marks Group Wealth Management bought 597 WEC Energy shares in Q1 2026, an estimated $67.1K.
  • WEC Energy made up 0.18% of Marks Group Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Marks Group Wealth Management first reported a position in WEC Energy in Q4 2021 and has held it in 13 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.