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Millstone Evans Group’s WEC Energy WEC Stock Holding History

Millstone Evans Group’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 		$10.9K Hold
93
– – 0.01% 580
2026
Q1 		$10.8K Sell
93
-2
-2% -$225 0.01% 563
2025
Q4 		$10K Hold
95
– – 0.01% 552
2025
Q3 		$10.9K Buy
95
+28
+42% +$3.04K 0.01% 522
2025
Q2 		$6.98K Hold
67
– – ﹤0.01% 560
2025
Q1 		$7.3K Hold
67
– – 0.01% 558
2024
Q4 		$6.3K Buy
+67
New +$6.5K ﹤0.01% 551

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

Millstone Evans Group's WEC Position: Q2 2026 in Review

Millstone Evans Group held its WEC Energy (WEC) position steady in Q2 2026 at 93 shares worth $10.9K. The position accounts for 0.01% of the portfolio, ranked #580.

Millstone Evans Group first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.9K in Q3 2025. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Millstone Evans Group held 93 shares of WEC Energy worth $10.9K as of Q2 2026.
  • Millstone Evans Group left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Millstone Evans Group's portfolio in Q2 2026, its #580 holding.
  • Millstone Evans Group first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's WEC Energy position peaked at $10.9K in Q3 2025.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.