Mercer Global Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.35M | Buy |
71,499
+12,047
| +20% | +$1.37M | 0.01% | 635 |
|
|
2026
Q1 | $6.88M | Sell |
59,452
-6,691
| -10% | -$752K | 0.01% | 638 |
|
|
2025
Q4 | $6.98M | Buy |
66,143
+32,795
| +98% | +$3.63M | 0.01% | 603 |
|
|
2025
Q3 | $3.82M | Buy |
33,348
+6,127
| +23% | +$664K | 0.01% | 770 |
|
|
2025
Q2 | $2.84M | Buy |
27,221
+39
| +0.1% | +$4.15K | 0.01% | 752 |
|
|
2025
Q1 | $2.96M | Buy |
27,182
+496
| +2% | +$50.7K | 0.01% | 702 |
|
|
2024
Q4 | $2.51M | Buy |
26,686
+869
| +3% | +$84.3K | 0.01% | 757 |
|
|
2024
Q3 | $2.5M | Sell |
25,817
-167
| -0.6% | -$14.8K | 0.01% | 708 |
|
|
2024
Q2 | $2.04M | Sell |
25,984
-858
| -3% | -$69.7K | 0.01% | 719 |
|
|
2024
Q1 | $2.2M | Buy |
26,842
+3,368
| +14% | +$271K | 0.01% | 699 |
|
|
2023
Q4 | $1.98M | Buy |
23,474
+379
| +2% | +$31.2K | 0.01% | 746 |
|
|
2023
Q3 | $1.86M | Sell |
23,095
-1,784
| -7% | -$155K | 0.01% | 733 |
|
|
2023
Q2 | $2.2M | Buy |
24,879
+4,620
| +23% | +$427K | 0.01% | 703 |
|
|
2023
Q1 | $1.92M | Buy |
20,259
+1,594
| +9% | +$148K | 0.01% | 691 |
|
|
2022
Q4 | $1.75M | Sell |
18,665
-799
| -4% | -$73.8K | 0.01% | 706 |
|
|
2022
Q3 | $1.74M | Buy |
19,464
+1,061
| +6% | +$108K | 0.01% | 662 |
|
|
2022
Q2 | $1.85M | Buy |
18,403
+1,353
| +8% | +$137K | 0.01% | 631 |
|
|
2022
Q1 | $1.7M | Buy |
17,050
+2,791
| +20% | +$264K | 0.01% | 697 |
|
|
2021
Q4 | $1.38M | Sell |
14,259
-15,940
| -53% | -$1.46M | 0.01% | 754 |
|
|
2021
Q3 | $2.66M | Buy |
30,199
+14,214
| +89% | +$1.33M | 0.02% | 513 |
|
|
2021
Q2 | $1.42M | Sell |
15,985
-412
| -3% | -$38.8K | 0.01% | 702 |
|
|
2021
Q1 | $1.53M | Sell |
16,397
-1,648
| -9% | -$144K | 0.01% | 626 |
|
|
2020
Q4 | $1.66M | Buy |
18,045
+321
| +2% | +$31.2K | 0.02% | 472 |
|
|
2020
Q3 | $1.72M | Buy |
17,724
+755
| +4% | +$70.3K | 0.03% | 418 |
|
|
2020
Q2 | $1.49M | Sell |
16,969
-2,406
| -12% | -$217K | 0.03% | 391 |
|
|
2020
Q1 | $1.71M | Sell |
19,375
-3,732
| -16% | -$359K | 0.04% | 346 |
|
|
2019
Q4 | $2.13M | Sell |
23,107
-3,412
| -13% | -$311K | 0.04% | 325 |
|
|
2019
Q3 | $2.52M | Buy |
26,519
+939
| +4% | +$84.6K | 0.06% | 251 |
|
|
2019
Q2 | $2.13M | Buy |
25,580
+1,829
| +8% | +$147K | 0.06% | 274 |
|
|
2019
Q1 | $1.88M | Buy |
+23,751
| New | +$1.76M | 0.07% | 252 |
|
Other funds holding WEC
Mercer Global Advisors's WEC Position: Q2 2026 in Review
Mercer Global Advisors increased its WEC Energy (WEC) stake by 20% in Q2 2026, buying an estimated $1.37M and bringing the position to 71,499 shares worth $8.35M. The position accounts for 0.01% of the portfolio, ranked #635.
Mercer Global Advisors first reported a position in WEC in Q1 2019 and has held it in 30 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Mercer Global Advisors held 71,499 shares of WEC Energy worth $8.35M as of Q2 2026.
- Mercer Global Advisors bought 12,047 WEC Energy shares in Q2 2026, an estimated $1.37M.
- WEC Energy made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #635 holding.
- Mercer Global Advisors first reported a position in WEC Energy in Q1 2019 and has held it in 30 quarters since.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.