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Mendota Financial Group’s WEC Energy WEC Stock Holding History

Mendota Financial 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
2025
Q4 		– Sell
-105
Closed -$12K – 115
2025
Q3 		$12K Hold
105
– – 0.01% 96
2025
Q2 		$10.9K Hold
105
– – 0.01% 75
2025
Q1 		$11.4K Hold
105
– – 0.01% 76
2024
Q4 		$9.88K Sell
105
-31
-23% -$3.01K 0.01% 239
2024
Q3 		$13.1K Buy
136
+76
+127% +$6.74K 0.01% 232
2024
Q2 		$4.71K Hold
60
– – ﹤0.01% 254
2024
Q1 		$4.93K Hold
60
– – ﹤0.01% 264
2023
Q4 		$5.05K Buy
+60
New +$4.94K ﹤0.01% 295
2023
Q2 		– Sell
-748
Closed -$74.6K – 387
2023
Q1 		$74.6K Sell
748
-16
-2% -$1.48K 0.07% 113
2022
Q4 		$71.6K Buy
+764
New +$70.6K 0.09% 117

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mendota Financial Group's WEC Position: Q4 2025 in Review

Mendota Financial Group sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 105 shares — an estimated $12K sold.

Mendota Financial Group first reported a position in WEC in Q4 2022 and held it in 10 quarters. The position peaked at $74.6K in Q1 2023. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Mendota Financial Group reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Mendota Financial Group sold 105 WEC Energy shares in Q4 2025, an estimated $12K.
  • Mendota Financial Group first reported a position in WEC Energy in Q4 2022 and held it in 10 quarters.
  • Mendota Financial Group's WEC Energy position peaked at $74.6K in Q1 2023.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Mendota Financial Group's 13F filing for Q4 2025, filed 20 Jan 2026.