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Midwest Professional Planners Ltd (MPPL)’s WEC Energy WEC Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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 		$287K Hold
2,457
– – 0.06% 121
2026
Q1 		$284K Hold
2,457
– – 0.07% 130
2025
Q4 		$259K Hold
2,457
– – 0.06% 138
2025
Q3 		$282K Hold
2,457
– – 0.07% 142
2025
Q2 		$256K Hold
2,457
– – 0.07% 142
2025
Q1 		$268K Hold
2,457
– – 0.08% 143
2024
Q4 		$231K Hold
2,457
– – 0.07% 148
2024
Q3 		$236K Sell
2,457
-133
-5% -$11.8K 0.07% 148
2024
Q2 		$203K Hold
2,590
– – 0.07% 145
2024
Q1 		$213K Sell
2,590
-99
-4% -$7.96K 0.07% 144
2023
Q4 		$226K Sell
2,689
-355
-12% -$29.2K 0.09% 124
2023
Q3 		$245K Sell
3,044
-486
-14% -$42.2K 0.11% 116
2023
Q2 		$311K Sell
3,530
-302
-8% -$27.9K 0.14% 101
2023
Q1 		$363K Hold
3,832
– – 0.18% 94
2022
Q4 		$359K Hold
3,832
– – 0.2% 97
2022
Q3 		$343K Hold
3,832
– – 0.2% 93
2022
Q2 		$386K Hold
3,832
– – 0.22% 84
2022
Q1 		$382K Hold
3,832
– – 0.19% 93
2021
Q4 		$372K Sell
3,832
-8,470
-69% -$774K 0.18% 94
2021
Q3 		$1.08M Buy
12,302
+144
+1% +$13.5K 0.58% 54
2021
Q2 		$1.08M Buy
+12,158
New +$1.15M 0.56% 52
2021
Q1 		– Sell
-11,760
Closed -$1.08M – 121
2020
Q4 		$1.08M Buy
+11,760
New +$1.14M 0.67% 40
2020
Q1 		– Sell
-1,245
Closed -$222K – 94
2019
Q4 		$222K Sell
1,245
-8,624
-87% -$786K 0.18% 89
2019
Q3 		$939K Buy
9,869
+10
+0.1% +$901 0.84% 31
2019
Q2 		$822K Sell
9,859
-19
-0.2% -$1.52K 0.76% 38
2019
Q1 		$781K Sell
9,878
-1,774
-15% -$132K 0.75% 35
2018
Q4 		$807K Sell
11,652
-37
-0.3% -$2.6K 0.87% 32
2018
Q3 		$780K Buy
11,689
+1,811
+18% +$121K 0.72% 35
2018
Q2 		$639K Buy
9,878
+148
+2% +$9.2K 0.57% 35
2018
Q1 		$610K Buy
9,730
+335
+4% +$20.8K 0.55% 43
2017
Q4 		$624K Buy
+9,395
New +$630K 0.57% 42

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

Midwest Professional Planners Ltd (MPPL)'s WEC Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) held its WEC Energy (WEC) position steady in Q2 2026 at 2,457 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #121.

Midwest Professional Planners Ltd (MPPL) first reported a position in WEC in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.08M in Q3 2021. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Midwest Professional Planners Ltd (MPPL) held 2,457 shares of WEC Energy worth $287K as of Q2 2026.
  • Midwest Professional Planners Ltd (MPPL) left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.06% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #121 holding.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in WEC Energy in Q4 2017 and has held it in 31 quarters since.
  • Midwest Professional Planners Ltd (MPPL)'s WEC Energy position peaked at $1.08M in Q3 2021.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.