Maryland Capital Advisors’s WEC Energy WEC Stock Holding History

Maryland Capital Advisors’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	$46.6K	Buy	+399	New	+$45.5K	0.01%	143
2025 Q4	$42K	Hold	398	–	–	0.01%	154
2025 Q3	$45.6K	Hold	398	–	–	0.02%	143
2025 Q2	$41.5K	Sell	398 -20	-5%	-$2.13K	0.02%	146
2025 Q1	$45.6K	Hold	418	–	–	0.02%	128
2024 Q4	$39.3K	Hold	418	–	–	0.02%	141
2024 Q3	$40.2K	Hold	418	–	–	0.02%	133
2024 Q2	$32.8K	Hold	418	–	–	0.02%	137
2024 Q1	$34.3K	Hold	418	–	–	0.02%	130
2023 Q4	$35.2K	Hold	418	–	–	0.02%	120
2023 Q3	$33.7K	Hold	418	–	–	0.03%	117
2023 Q2	$36.9K	Hold	418	–	–	0.03%	115
2023 Q1	$39.6K	Hold	418	–	–	0.04%	112
2022 Q4	$39.2K	Buy	418 +25	+6%	+$2.31K	0.04%	112
2022 Q3	$35K	Hold	393	–	–	0.04%	105
2022 Q2	$40K	Hold	393	–	–	0.04%	101
2022 Q1	$39K	Hold	393	–	–	0.03%	105
2021 Q4	$38K	Buy	+393	New	+$35.9K	0.03%	107

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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 Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Maryland Capital Advisors's WEC Position: Q2 2026 in Review

Maryland Capital Advisors opened a new position in WEC Energy (WEC) in Q2 2026: 399 shares worth $46.6K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings. This is a return to the name: Maryland Capital Advisors previously reported a position in WEC as recently as Q4 2025.

Maryland Capital Advisors first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Maryland Capital Advisors held 399 shares of WEC Energy worth $46.6K as of Q2 2026.
WEC Energy was a new Maryland Capital Advisors position in Q2 2026.
WEC Energy made up 0.01% of Maryland Capital Advisors's portfolio in Q2 2026, its #143 holding.
Maryland Capital Advisors first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Maryland Capital Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.