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Midland Wealth Advisors’s WEC Energy WEC Stock Holding History

Midland Wealth Advisors’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 		– Sell
-13,703
Closed -$1.59M – 173
2026
Q1 		$1.59M Buy
13,703
+269
+2% +$30.2K 0.08% 53
2025
Q4 		$1.42M Hold
13,434
– – 0.07% 66
2025
Q3 		$1.54M Buy
+13,434
New +$1.46M 0.08% 63
2024
Q3 		– Sell
-3,217
Closed -$252K – 232
2024
Q2 		$252K Buy
+3,217
New +$261K 0.02% 183
2024
Q1 		– Sell
-2,862
Closed -$241K – 202
2023
Q4 		$241K Buy
+2,862
New +$236K 0.02% 174

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

Midland Wealth Advisors's WEC Position: Q2 2026 in Review

Midland Wealth Advisors sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 13,703 shares — an estimated $1.59M sold.

Midland Wealth Advisors first reported a position in WEC in Q4 2023 and held it in 5 quarters. The position peaked at $1.59M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Midland Wealth Advisors reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Midland Wealth Advisors sold 13,703 WEC Energy shares in Q2 2026, an estimated $1.59M.
  • Midland Wealth Advisors first reported a position in WEC Energy in Q4 2023 and held it in 5 quarters.
  • Midland Wealth Advisors's WEC Energy position peaked at $1.59M in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.