Massachusetts Financial Services
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Massachusetts Financial Services’s WEC Energy WEC Stock Holding History

Massachusetts Financial Services’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 		$65.8M Buy
568,022
+178,956
+46% +$20.1M 0.02% 432
2025
Q4 		$41M Buy
389,066
+36,832
+10% +$4.08M 0.01% 511
2025
Q3 		$40.4M Buy
+352,234
New +$38.2M 0.01% 505
2022
Q2 		– Sell
-93,763
Closed -$9.36M – 891
2022
Q1 		$9.36M Sell
93,763
-33,176
-26% -$3.13M ﹤0.01% 642
2021
Q4 		$12.3M Buy
126,939
+1,326
+1% +$121K ﹤0.01% 642
2021
Q3 		$11.1M Buy
125,613
+3,840
+3% +$360K ﹤0.01% 666
2021
Q2 		$10.8M Sell
121,773
-77,048
-39% -$7.26M ﹤0.01% 667
2021
Q1 		$18.6M Buy
198,821
+1,444
+0.7% +$126K 0.01% 610
2020
Q4 		$18.2M Sell
197,377
-2,606
-1% -$254K 0.01% 601
2020
Q3 		$19.4M Buy
199,983
+66,851
+50% +$6.23M 0.01% 574
2020
Q2 		$11.7M Sell
133,132
-274,019
-67% -$24.7M ﹤0.01% 594
2020
Q1 		$35.9M Sell
407,151
-1,018,244
-71% -$97.9M 0.02% 422
2019
Q4 		$131M Sell
1,425,395
-42,399
-3% -$3.87M 0.05% 276
2019
Q3 		$140M Sell
1,467,794
-234,217
-14% -$21.1M 0.06% 254
2019
Q2 		$142M Buy
1,702,011
+28,146
+2% +$2.26M 0.06% 245
2019
Q1 		$132M Buy
1,673,865
+32,241
+2% +$2.39M 0.06% 242
2018
Q4 		$114M Sell
1,641,624
-140,225
-8% -$9.85M 0.05% 244
2018
Q3 		$119M Buy
1,781,849
+65,378
+4% +$4.36M 0.05% 262
2018
Q2 		$111M Buy
1,716,471
+15,496
+0.9% +$963K 0.05% 263
2018
Q1 		$107M Buy
1,700,975
+83,765
+5% +$5.2M 0.05% 266
2017
Q4 		$107M Buy
1,617,210
+36,984
+2% +$2.48M 0.05% 261
2017
Q3 		$99.2M Sell
1,580,226
-48,147
-3% -$3.07M 0.04% 278
2017
Q2 		$99.9M Buy
1,628,373
+125,681
+8% +$7.76M 0.04% 264
2017
Q1 		$91.1M Sell
1,502,692
-81,389
-5% -$4.8M 0.04% 271
2016
Q4 		$92.9M Buy
1,584,081
+526,701
+50% +$30.2M 0.05% 262
2016
Q3 		$63.3M Buy
1,057,380
+92,712
+10% +$5.79M 0.03% 308
2016
Q2 		$63M Buy
964,668
+5,015
+0.5% +$302K 0.03% 305
2016
Q1 		$57.6M Buy
959,653
+72,262
+8% +$4.05M 0.03% 315
2015
Q4 		$45.5M Buy
887,391
+486,767
+122% +$24.8M 0.02% 359
2015
Q3 		$20.9M Buy
400,624
+109,141
+37% +$5.31M 0.01% 479
2015
Q2 		$13.1M Sell
291,483
-2,412
-0.8% -$116K 0.01% 584
2015
Q1 		$14.5M Sell
293,895
-216,656
-42% -$11.3M 0.01% 584
2014
Q4 		$26.9M Sell
510,551
-692,675
-58% -$34M 0.01% 454
2014
Q3 		$51.7M Buy
1,203,226
+526,686
+78% +$23.4M 0.03% 340
2014
Q2 		$31.7M Sell
676,540
-1,357,540
-67% -$63.1M 0.02% 446
2014
Q1 		$94.7M Sell
2,034,080
-15,668
-0.8% -$675K 0.05% 262
2013
Q4 		$84.7M Buy
2,049,748
+7,440
+0.4% +$309K 0.05% 270
2013
Q3 		$82.5M Sell
2,042,308
-290,040
-12% -$12.1M 0.05% 268
2013
Q2 		$95.6M Buy
+2,332,348
New +$98.9M 0.06% 235

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

Massachusetts Financial Services's WEC Position: Q1 2026 in Review

Massachusetts Financial Services increased its WEC Energy (WEC) stake by 46% in Q1 2026, buying an estimated $20.1M and bringing the position to 568,022 shares worth $65.8M. The position accounts for 0.02% of the portfolio, ranked #432.

Massachusetts Financial Services first reported a position in WEC in Q2 2013 and has held it in 39 quarters since. The position peaked at $142M in Q2 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Massachusetts Financial Services held 568,022 shares of WEC Energy worth $65.8M as of Q1 2026.
  • Massachusetts Financial Services bought 178,956 WEC Energy shares in Q1 2026, an estimated $20.1M.
  • WEC Energy made up 0.02% of Massachusetts Financial Services's portfolio in Q1 2026, its #432 holding.
  • Massachusetts Financial Services first reported a position in WEC Energy in Q2 2013 and has held it in 39 quarters since.
  • Massachusetts Financial Services's WEC Energy position peaked at $142M in Q2 2019.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.