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MBE Wealth Management’s WEC Energy WEC Stock Holding History

MBE 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 		$326K Hold
2,793
– – 0.11% 117
2026
Q1 		$323K Hold
2,793
– – 0.13% 102
2025
Q4 		$295K Hold
2,793
– – 0.12% 106
2025
Q3 		$320K Buy
2,793
+95
+4% +$10.3K 0.14% 93
2025
Q2 		$281K Buy
2,698
+1
+0% +$106 0.12% 101
2025
Q1 		$294K Buy
2,697
+237
+10% +$24.2K 0.14% 89
2024
Q4 		$231K Buy
2,460
+205
+9% +$19.9K 0.13% 87
2024
Q3 		$217K Buy
+2,255
New +$200K 0.12% 92
2024
Q2 		– Sell
-2,662
Closed -$219K – 98
2024
Q1 		$219K Hold
2,662
– – 0.14% 77
2023
Q4 		$224K Sell
2,662
-22
-0.8% -$1.81K 0.11% 78
2023
Q3 		$216K Buy
2,684
+22
+0.8% +$1.91K 0.12% 70
2023
Q2 		$235K Hold
2,662
– – 0.13% 64
2023
Q1 		$252K Hold
2,662
– – 0.15% 63
2022
Q4 		$250K Sell
2,662
-487
-15% -$45K 0.16% 58
2022
Q3 		$282K Hold
3,149
– – 0.21% 46
2022
Q2 		$317K Buy
3,149
+508
+19% +$51.5K 0.22% 43
2022
Q1 		$264K Buy
2,641
+512
+24% +$48.4K 0.16% 53
2021
Q4 		$207K Buy
+2,129
New +$195K 0.11% 63
2021
Q2 		– Sell
-2,143
Closed -$201K – 70
2021
Q1 		$201K Buy
+2,143
New +$187K 0.11% 61
2020
Q2 		– Sell
-2,157
Closed -$190K – 520
2020
Q1 		$190K Buy
+2,157
New +$207K 0.18% 39

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

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

MBE Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,793 shares worth $326K. The position accounts for 0.11% of the portfolio, ranked #117.

MBE Wealth Management first reported a position in WEC in Q1 2020 and has held it in 20 quarters since. 568 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • MBE Wealth Management held 2,793 shares of WEC Energy worth $326K as of Q2 2026.
  • MBE Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.11% of MBE Wealth Management's portfolio in Q2 2026, its #117 holding.
  • MBE Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 20 quarters since.
  • 568 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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