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Mesirow Financial Investment Management’s WEC Energy WEC Stock Holding History

Mesirow Financial Investment 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
Q2 		$2.55M Sell
21,861
-669
-3% -$76.3K 0.04% 192
2026
Q1 		$2.61M Buy
22,530
+4,868
+28% +$547K 0.04% 183
2025
Q4 		$1.86M Sell
17,662
-2,213
-11% -$245K 0.04% 187
2025
Q3 		$2.28M Sell
19,875
-4,926
-20% -$534K 0.04% 185
2025
Q2 		$2.58M Sell
24,801
-23,213
-48% -$2.47M 0.05% 174
2025
Q1 		$5.23M Buy
48,014
+22,309
+87% +$2.28M 0.1% 132
2024
Q4 		$2.42M Sell
25,705
-23,137
-47% -$2.24M 0.05% 177
2024
Q3 		$4.7M Buy
48,842
+24,441
+100% +$2.17M 0.09% 132
2024
Q2 		$1.91M Sell
24,401
-71
-0.3% -$5.77K 0.04% 190
2024
Q1 		$2.01M Buy
24,472
+2,740
+13% +$220K 0.05% 187
2023
Q4 		$1.36M Buy
+21,732
New +$1.79M 0.05% 194

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

Mesirow Financial Investment Management's WEC Position: Q2 2026 in Review

Mesirow Financial Investment Management reduced its WEC Energy (WEC) stake by 3% in Q2 2026, selling an estimated $76.3K and leaving 21,861 shares worth $2.55M. The position accounts for 0.04% of the portfolio, ranked #192.

Mesirow Financial Investment Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.23M in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mesirow Financial Investment Management held 21,861 shares of WEC Energy worth $2.55M as of Q2 2026.
  • Mesirow Financial Investment Management sold 669 WEC Energy shares in Q2 2026, an estimated $76.3K.
  • WEC Energy made up 0.04% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #192 holding.
  • Mesirow Financial Investment Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Mesirow Financial Investment Management's WEC Energy position peaked at $5.23M in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.