McDonough Capital Management’s WEC Energy WEC Stock Holding History

McDonough Capital 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 Q1	$439K	Hold	3,788	–	–	0.24%	32
2025 Q4	$399K	Sell	3,788 -687	-15%	-$76.1K	0.2%	36
2025 Q3	$513K	Hold	4,475	–	–	0.26%	33
2025 Q2	$466K	Hold	4,475	–	–	0.26%	35
2025 Q1	$488K	Hold	4,475	–	–	0.32%	33
2024 Q4	$421K	Sell	4,475 -12	-0.3%	-$1.16K	0.26%	35
2024 Q3	$432K	Sell	4,487 -13	-0.3%	-$1.15K	0.3%	33
2024 Q2	$353K	Hold	4,500	–	–	0.26%	36
2024 Q1	$370K	Sell	4,500 -25	-0.6%	-$2.01K	0.29%	35
2023 Q4	$381K	Hold	4,525	–	–	0.33%	30
2023 Q3	$364K	Hold	4,525	–	–	0.35%	30
2023 Q2	$399K	Hold	4,525	–	–	0.37%	29
2023 Q1	$429K	Buy	4,525 +25	+0.6%	+$2.31K	0.44%	28
2022 Q4	$422K	Hold	4,500	–	–	0.49%	29
2022 Q3	$402K	Hold	4,500	–	–	0.46%	28
2022 Q2	$453K	Hold	4,500	–	–	0.5%	27
2022 Q1	$449K	Hold	4,500	–	–	0.39%	30
2021 Q4	$437K	Buy	+4,500	New	+$411K	0.36%	30

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

McDonough Capital Management's WEC Position: Q1 2026 in Review

McDonough Capital Management held its WEC Energy (WEC) position steady in Q1 2026 at 3,788 shares worth $439K. The position accounts for 0.24% of the portfolio, ranked #32.

McDonough Capital Management first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $513K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

McDonough Capital Management held 3,788 shares of WEC Energy worth $439K as of Q1 2026.
McDonough Capital Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.24% of McDonough Capital Management's portfolio in Q1 2026, its #32 holding.
McDonough Capital Management first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
McDonough Capital Management's WEC Energy position peaked at $513K in Q3 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on McDonough Capital Management's 13F filing for Q1 2026, filed 13 May 2026.