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Mechanics Financial Corp’s WEC Energy WEC Stock Holding History

Mechanics Financial Corp’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 		$2.1K Buy
+18
New +$2.05K ﹤0.01% 250
2022
Q3 		– Sell
-100
Closed -$10K – 234
2022
Q2 		$10K Hold
100
– – 0.01% 181
2022
Q1 		$10K Hold
100
– – 0.01% 177
2021
Q4 		$10K Buy
+100
New +$9.14K ﹤0.01% 181

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

Mechanics Financial Corp's WEC Position: Q2 2026 in Review

Mechanics Financial Corp opened a new position in WEC Energy (WEC) in Q2 2026: 18 shares worth $2.1K. The stake represents ﹤0.01% of the portfolio and ranks #250 among its holdings. This is a return to the name: Mechanics Financial Corp previously reported a position in WEC as recently as Q2 2022.

Mechanics Financial Corp first reported a position in WEC in Q4 2021 and has held it in 4 quarters since. The position peaked at $10K in Q2 2022. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mechanics Financial Corp held 18 shares of WEC Energy worth $2.1K as of Q2 2026.
  • WEC Energy was a new Mechanics Financial Corp position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Mechanics Financial Corp's portfolio in Q2 2026, its #250 holding.
  • Mechanics Financial Corp first reported a position in WEC Energy in Q4 2021 and has held it in 4 quarters since.
  • Mechanics Financial Corp's WEC Energy position peaked at $10K in Q2 2022.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.