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Meadowbrook Advisors Group’s WEC Energy WEC Stock Holding History

Meadowbrook Advisors Group’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 		$257K Hold
2,200
– – 0.14% 147
2026
Q1 		$255K Hold
2,200
– – 0.15% 121
2025
Q4 		$232K Buy
+2,200
New +$244K 0.13% 126

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

Meadowbrook Advisors Group's WEC Position: Q2 2026 in Review

Meadowbrook Advisors Group held its WEC Energy (WEC) position steady in Q2 2026 at 2,200 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #147.

Meadowbrook Advisors Group first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Meadowbrook Advisors Group held 2,200 shares of WEC Energy worth $257K as of Q2 2026.
  • Meadowbrook Advisors Group left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.14% of Meadowbrook Advisors Group's portfolio in Q2 2026, its #147 holding.
  • Meadowbrook Advisors Group first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Meadowbrook Advisors Group's 13F filing for Q2 2026, filed 7 Aug 2026.