MP
WEC icon

McDonald Partners’s WEC Energy WEC Stock Holding History

McDonald Partners’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 		$7.59K Buy
+65
New +$7.42K ﹤0.01% 503
2025
Q4 		– Sell
-2,595
Closed -$297K – 237
2025
Q3 		$297K Sell
2,595
-5,978
-70% -$648K 0.09% 193
2025
Q2 		$898K Sell
8,573
-224
-3% -$23.8K 0.22% 122
2025
Q1 		$964K Buy
8,797
+140
+2% +$14.3K 0.25% 114
2024
Q4 		$814K Buy
8,657
+475
+6% +$46.1K 0.21% 127
2024
Q3 		$787K Buy
8,182
+210
+3% +$18.6K 0.2% 133
2024
Q2 		$626K Buy
7,972
+153
+2% +$12.4K 0.17% 144
2024
Q1 		$642K Buy
7,819
+198
+3% +$15.9K 0.18% 142
2023
Q4 		$641K Buy
7,621
+1,774
+30% +$146K 0.19% 134
2023
Q3 		$471K Buy
5,847
+151
+3% +$13.1K 0.15% 155
2023
Q2 		$503K Buy
5,696
+118
+2% +$10.9K 0.15% 155
2023
Q1 		$529K Sell
5,578
-8
-0.1% -$741 0.17% 146
2022
Q4 		$524K Sell
5,586
-89
-2% -$8.22K 0.18% 140
2022
Q3 		$508K Sell
5,675
-31
-0.5% -$3.17K 0.19% 135
2022
Q2 		$574K Sell
5,706
-5
-0.1% -$507 0.15% 170
2022
Q1 		$570K Buy
+5,711
New +$539K 0.12% 186
2021
Q4 		– Sell
-5,057
Closed -$446K – 726
2021
Q3 		$446K Buy
5,057
+689
+16% +$64.6K 0.1% 202
2021
Q2 		$389K Buy
4,368
+245
+6% +$23.1K 0.09% 218
2021
Q1 		$386K Sell
4,123
-27
-0.7% -$2.35K 0.1% 201
2020
Q4 		$382K Buy
+4,150
New +$404K 0.11% 196

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

McDonald Partners's WEC Position: Q2 2026 in Review

McDonald Partners opened a new position in WEC Energy (WEC) in Q2 2026: 65 shares worth $7.59K. The stake represents ﹤0.01% of the portfolio and ranks #503 among its holdings. This is a return to the name: McDonald Partners previously reported a position in WEC as recently as Q3 2025.

McDonald Partners first reported a position in WEC in Q4 2020 and has held it in 20 quarters since. The position peaked at $964K in Q1 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • McDonald Partners held 65 shares of WEC Energy worth $7.59K as of Q2 2026.
  • WEC Energy was a new McDonald Partners position in Q2 2026.
  • WEC Energy made up ﹤0.01% of McDonald Partners's portfolio in Q2 2026, its #503 holding.
  • McDonald Partners first reported a position in WEC Energy in Q4 2020 and has held it in 20 quarters since.
  • McDonald Partners's WEC Energy position peaked at $964K in Q1 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.