Mascoma Wealth Management’s WEC Energy WEC Stock Holding History

Mascoma 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 Q2	$234	Buy	+2	New	+$228	﹤0.01%	587
2024 Q1	–	Sell	-125	Closed	-$10.5K	–	471
2023 Q4	$10.5K	Hold	125	–	–	﹤0.01%	317
2023 Q3	$10.1K	Hold	125	–	–	﹤0.01%	328
2023 Q2	$11K	Hold	125	–	–	﹤0.01%	315
2023 Q1	$12K	Hold	125	–	–	﹤0.01%	389
2022 Q4	$11.7K	Hold	125	–	–	﹤0.01%	390
2022 Q3	$11K	Hold	125	–	–	﹤0.01%	394
2022 Q2	$13K	Sell	125 -30	-19%	-$3.04K	﹤0.01%	393
2022 Q1	$15K	Buy	155 +30	+24%	+$2.83K	﹤0.01%	401
2021 Q4	$12K	Hold	125	–	–	﹤0.01%	388
2021 Q3	$11K	Buy	+125	New	+$11.7K	﹤0.01%	343

Other funds holding WEC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mascoma Wealth Management's WEC Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in WEC Energy (WEC) in Q2 2026: 2 shares worth $234. The stake represents ﹤0.01% of the portfolio and ranks #587 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in WEC as recently as Q4 2023.

Mascoma Wealth Management first reported a position in WEC in Q3 2021 and has held it in 11 quarters since. The position peaked at $15K in Q1 2022. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Mascoma Wealth Management held 2 shares of WEC Energy worth $234 as of Q2 2026.
WEC Energy was a new Mascoma Wealth Management position in Q2 2026.
WEC Energy made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #587 holding.
Mascoma Wealth Management first reported a position in WEC Energy in Q3 2021 and has held it in 11 quarters since.
Mascoma Wealth Management's WEC Energy position peaked at $15K in Q1 2022.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.