MG
WEC icon

Mather Group’s WEC Energy WEC Stock Holding History

Mather Group’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 		$654K Buy
5,597
+2,926
+110% +$334K 0.01% 474
2026
Q1 		$309K Buy
2,671
+36
+1% +$4.04K ﹤0.01% 613
2025
Q4 		$278K Buy
2,635
+178
+7% +$19.7K ﹤0.01% 543
2025
Q3 		$282K Buy
2,457
+254
+12% +$27.5K ﹤0.01% 534
2025
Q2 		$230K Buy
2,203
+540
+32% +$57.5K ﹤0.01% 568
2025
Q1 		$181K Buy
1,663
+594
+56% +$60.7K ﹤0.01% 617
2024
Q4 		$101K Buy
1,069
+290
+37% +$28.1K ﹤0.01% 742
2024
Q3 		$74.9K Sell
779
-11,402
-94% -$1.01M ﹤0.01% 799
2024
Q2 		$1M Buy
12,181
+11,133
+1,062% +$904K 0.01% 267
2024
Q1 		$88.2K Sell
1,048
-4,201
-80% -$338K ﹤0.01% 738
2023
Q4 		$442K Sell
5,249
-252
-5% -$20.8K 0.01% 376
2023
Q3 		$443K Sell
5,501
-993
-15% -$86.3K 0.01% 351
2023
Q2 		$573K Buy
6,494
+1,005
+18% +$92.9K 0.01% 323
2023
Q1 		$520K Sell
5,489
-258
-4% -$23.9K 0.01% 318
2022
Q4 		$539K Sell
5,747
-1,667
-22% -$154K 0.01% 306
2022
Q3 		$663K Sell
7,414
-3
-0% -$306 0.01% 247
2022
Q2 		$746K Buy
7,417
+835
+13% +$84.7K 0.02% 208
2022
Q1 		$657K Buy
6,582
+2
+0% +$189 0.01% 224
2021
Q4 		$639K Buy
6,580
+887
+16% +$81.1K 0.01% 191
2021
Q3 		$502K Buy
5,693
+840
+17% +$78.8K 0.01% 171
2021
Q2 		$432K Buy
4,853
+1,548
+47% +$146K 0.01% 174
2021
Q1 		$309K Buy
3,305
+257
+8% +$22.4K 0.01% 205
2020
Q4 		$281K Buy
+3,048
New +$297K 0.01% 194

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mather Group's WEC Position: Q2 2026 in Review

Mather Group increased its WEC Energy (WEC) stake by 110% in Q2 2026, buying an estimated $334K and bringing the position to 5,597 shares worth $654K. The position accounts for 0.01% of the portfolio, ranked #474.

Mather Group first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q2 2024. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mather Group held 5,597 shares of WEC Energy worth $654K as of Q2 2026.
  • Mather Group bought 2,926 WEC Energy shares in Q2 2026, an estimated $334K.
  • WEC Energy made up 0.01% of Mather Group's portfolio in Q2 2026, its #474 holding.
  • Mather Group first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • Mather Group's WEC Energy position peaked at $1M in Q2 2024.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.