MHR
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Matthew Hamilton Rosenberg’s WEC Energy WEC Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$126K Buy
1,248
+153
+14% +$16.7K 0.02% 314
2026
Q2 		$128K Buy
1,095
+213
+24% +$24.3K 0.02% 313
2026
Q1 		$102K Hold
882
– – 0.02% 323
2025
Q4 		$93K Buy
882
+630
+250% +$69.8K 0.02% 339
2025
Q3 		$28.9K Hold
252
– – 0.01% 488
2025
Q2 		$26.3K Hold
252
– – 0.01% 522
2025
Q1 		$27.5K Buy
252
+22
+10% +$2.25K 0.01% 498
2024
Q4 		$21.6K Hold
230
– – 0.01% 529
2024
Q3 		$22.1K Hold
230
– – 0.01% 537
2024
Q2 		$17.9K Sell
230
-571
-71% -$46.4K 0.01% 536
2024
Q1 		$65.3K Sell
801
-25
-3% -$2.01K 0.02% 384
2023
Q4 		$69.5K Buy
826
+20
+2% +$1.65K 0.02% 377
2023
Q3 		$64.9K Buy
806
+110
+16% +$9.56K 0.02% 370
2023
Q2 		$61.4K Sell
696
-187
-21% -$17.3K 0.02% 394
2023
Q1 		$83.7K Hold
883
– – 0.03% 349
2022
Q4 		$82.8K Hold
883
– – 0.03% 350
2022
Q3 		$79K Sell
883
-66
-7% -$6.74K 0.03% 335
2022
Q2 		$97K Buy
949
+45
+5% +$4.56K 0.04% 303
2022
Q1 		$90K Buy
904
+412
+84% +$38.9K 0.03% 331
2021
Q4 		$48K Buy
492
+68
+16% +$6.22K 0.02% 423
2021
Q3 		$37K Sell
424
-235
-36% -$22K 0.01% 438
2021
Q2 		$59K Hold
659
– – 0.03% 337
2021
Q1 		$62K Hold
659
– – 0.04% 322
2020
Q4 		$61K Buy
659
+400
+154% +$38.9K 0.04% 307
2020
Q3 		$25K Hold
259
– – 0.02% 377
2020
Q2 		$23K Buy
+259
New +$23.4K 0.02% 406

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Matthew Hamilton Rosenberg's WEC Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its WEC Energy (WEC) stake by 14% in Q3 2026, buying an estimated $16.7K and bringing the position to 1,248 shares worth $126K. The position accounts for 0.02% of the portfolio, ranked #314.

Matthew Hamilton Rosenberg first reported a position in WEC in Q2 2020 and has held it in 26 quarters since. The position peaked at $128K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,248 shares of WEC Energy worth $126K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 153 WEC Energy shares in Q3 2026, an estimated $16.7K.
  • WEC Energy made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #314 holding.
  • Matthew Hamilton Rosenberg first reported a position in WEC Energy in Q2 2020 and has held it in 26 quarters since.
  • Matthew Hamilton Rosenberg's WEC Energy position peaked at $128K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.