MPWT
WEC icon

MassMutual Private Wealth & Trust’s WEC Energy WEC Stock Holding History

MassMutual Private Wealth & Trust’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 		$260K Buy
2,229
+20
+0.9% +$2.28K 0.01% 412
2026
Q1 		$256K Sell
2,209
-36
-2% -$4.04K 0.01% 400
2025
Q4 		$237K Sell
2,245
-11
-0.5% -$1.22K 0.01% 419
2025
Q3 		$259K Sell
2,256
-305
-12% -$33.1K 0.01% 404
2025
Q2 		$267K Buy
2,561
+78
+3% +$8.3K 0.01% 400
2025
Q1 		$271K Buy
2,483
+178
+8% +$18.2K 0.01% 392
2024
Q4 		$217K Buy
2,305
+57
+3% +$5.53K 0.01% 431
2024
Q3 		$216K Buy
2,248
+111
+5% +$9.84K 0.01% 396
2024
Q2 		$168K Sell
2,137
-340
-14% -$27.6K 0.01% 425
2024
Q1 		$203K Buy
2,477
+468
+23% +$37.6K 0.01% 376
2023
Q4 		$169K Buy
2,009
+361
+22% +$29.7K 0.01% 387
2023
Q3 		$133K Buy
1,648
+183
+12% +$15.9K ﹤0.01% 419
2023
Q2 		$129K Sell
1,465
-69
-4% -$6.38K ﹤0.01% 405
2023
Q1 		$145K Buy
1,534
+319
+26% +$29.5K 0.01% 379
2022
Q4 		$114K Buy
1,215
+1,030
+557% +$95.2K ﹤0.01% 395
2022
Q3 		$17K Sell
185
-411
-69% -$42K ﹤0.01% 626
2022
Q2 		$60K Sell
596
-100
-14% -$10.1K ﹤0.01% 448
2022
Q1 		$69K Sell
696
-33
-5% -$3.12K ﹤0.01% 429
2021
Q4 		$71K Buy
729
+18
+3% +$1.65K ﹤0.01% 446
2021
Q3 		$63K Sell
711
-69
-9% -$6.47K ﹤0.01% 452
2021
Q2 		$69K Sell
780
-250
-24% -$23.5K ﹤0.01% 435
2021
Q1 		$96K Buy
1,030
+65
+7% +$5.67K ﹤0.01% 387
2020
Q4 		$89K Hold
965
– – ﹤0.01% 400
2020
Q3 		$94K Sell
965
-3
-0.3% -$280 0.01% 376
2020
Q2 		$85K Sell
968
-500
-34% -$45.1K 0.01% 374
2020
Q1 		$129K Buy
1,468
+1,013
+223% +$97.4K 0.01% 325
2019
Q4 		$42K Hold
455
– – ﹤0.01% 450
2019
Q3 		$43K Sell
455
-122
-21% -$11K ﹤0.01% 444
2019
Q2 		$48K Sell
577
-202
-26% -$16.2K ﹤0.01% 422
2019
Q1 		$61.6K Buy
779
+328
+73% +$24.3K ﹤0.01% 411
2018
Q4 		$31.2K Sell
451
-200
-31% -$14K ﹤0.01% 449
2018
Q3 		$43.5K Buy
651
+200
+44% +$13.3K ﹤0.01% 435
2018
Q2 		$29.2K Hold
451
– – ﹤0.01% 464
2018
Q1 		$28.3K Sell
451
-435
-49% -$27K ﹤0.01% 462
2017
Q4 		$58.9K Buy
886
+420
+90% +$28.2K ﹤0.01% 429
2017
Q3 		$29.3K Hold
466
– – ﹤0.01% 581
2017
Q2 		$28.6K Buy
466
+15
+3% +$927 ﹤0.01% 560
2017
Q1 		$27.3K Hold
451
– – ﹤0.01% 549
2016
Q4 		$26.5K Buy
+451
New +$25.9K ﹤0.01% 403
2016
Q2 		$29.4K Sell
451
-350
-44% -$21.1K ﹤0.01% 435
2016
Q1 		$48.1K Sell
801
-44
-5% -$2.46K 0.01% 371
2015
Q4 		$43.4K Buy
+845
New +$43.1K 0.01% 369
2015
Q2 		– Sell
-350
Closed -$17.3K – 823
2015
Q1 		$17.3K Hold
350
– – ﹤0.01% 439
2014
Q4 		$18.5K Buy
+350
New +$17.2K 0.01% 341

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

MassMutual Private Wealth & Trust's WEC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its WEC Energy (WEC) stake by 0.91% in Q2 2026, buying an estimated $2.28K and bringing the position to 2,229 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #412.

MassMutual Private Wealth & Trust first reported a position in WEC in Q4 2014 and has held it in 44 quarters since. The position peaked at $271K in Q1 2025. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • MassMutual Private Wealth & Trust held 2,229 shares of WEC Energy worth $260K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 20 WEC Energy shares in Q2 2026, an estimated $2.28K.
  • WEC Energy made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #412 holding.
  • MassMutual Private Wealth & Trust first reported a position in WEC Energy in Q4 2014 and has held it in 44 quarters since.
  • MassMutual Private Wealth & Trust's WEC Energy position peaked at $271K in Q1 2025.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.