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Marshall Investment Management’s WEC Energy WEC Stock Holding History

Marshall Investment 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 		$519K Buy
4,481
+37
+0.8% +$4.16K 0.25% 57
2025
Q4 		$469K Buy
4,444
+35
+0.8% +$3.88K 0.24% 57
2025
Q3 		$505K Buy
4,409
+37
+0.8% +$4.01K 0.27% 51
2025
Q2 		$456K Buy
4,372
+36
+0.8% +$3.83K 2.16% 13
2025
Q1 		$473K Sell
4,336
-47
-1% -$4.8K 0.29% 51
2024
Q4 		$422K Buy
+4,383
New +$425K 0.25% 53

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

Marshall Investment Management's WEC Position: Q1 2026 in Review

Marshall Investment Management increased its WEC Energy (WEC) stake by 0.83% in Q1 2026, buying an estimated $4.16K and bringing the position to 4,481 shares worth $519K. The position accounts for 0.25% of the portfolio, ranked #57.

Marshall Investment Management first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Marshall Investment Management held 4,481 shares of WEC Energy worth $519K as of Q1 2026.
  • Marshall Investment Management bought 37 WEC Energy shares in Q1 2026, an estimated $4.16K.
  • WEC Energy made up 0.25% of Marshall Investment Management's portfolio in Q1 2026, its #57 holding.
  • Marshall Investment Management first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.