MBE Wealth Management
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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
Q3 		$282K Hold
2,793
– – 0.1% 133
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

MBE Wealth Management's WEC Position: Q3 2026 in Review

MBE Wealth Management held its WEC Energy (WEC) position steady in Q3 2026 at 2,793 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #133.

MBE Wealth Management first reported a position in WEC in Q1 2020 and has held it in 21 quarters since. The position peaked at $326K in Q2 2026. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • MBE Wealth Management held 2,793 shares of WEC Energy worth $282K as of Q3 2026.
  • MBE Wealth Management left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.1% of MBE Wealth Management's portfolio in Q3 2026, its #133 holding.
  • MBE Wealth Management first reported a position in WEC Energy in Q1 2020 and has held it in 21 quarters since.
  • MBE Wealth Management's WEC Energy position peaked at $326K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.