MGB Wealth Management’s WEC Energy WEC Stock Holding History

MGB Wealth 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
2025 Q4	$514K	Sell	4,872 -558	-10%	-$61.8K	0.15%	122
2025 Q3	$622K	Hold	5,430	–	–	0.18%	111
2025 Q2	$566K	Sell	5,430 -280	-5%	-$29.8K	0.19%	113
2025 Q1	$621K	Sell	5,710 -4	-0.1%	-$409	0.22%	104
2024 Q4	$537K	Hold	5,714	–	–	0.17%	108
2024 Q3	$549K	Hold	5,714	–	–	0.2%	111
2024 Q2	$461K	Hold	5,714	–	–	0.17%	120
2024 Q1	$469K	Hold	5,714	–	–	0.19%	116
2023 Q4	$481K	Buy	+5,714	New	+$471K	0.24%	113

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MGB Wealth Management's WEC Position: Q4 2025 in Review

MGB Wealth Management reduced its WEC Energy (WEC) stake by 10% in Q4 2025, selling an estimated $61.8K and leaving 4,872 shares worth $514K. The position accounts for 0.15% of the portfolio, ranked #122.

MGB Wealth Management first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $622K in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

MGB Wealth Management held 4,872 shares of WEC Energy worth $514K as of Q4 2025.
MGB Wealth Management sold 558 WEC Energy shares in Q4 2025, an estimated $61.8K.
WEC Energy made up 0.15% of MGB Wealth Management's portfolio in Q4 2025, its #122 holding.
MGB Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's WEC Energy position peaked at $622K in Q3 2025.
1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.