MilWealth Group’s WEC Energy WEC Stock Holding History

MilWealth 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	$10.4K	Hold	89	–	–	﹤0.01%	65
2026 Q1	$10.3K	Hold	89	–	–	﹤0.01%	64
2025 Q4	$9.39K	Hold	89	–	–	﹤0.01%	66
2025 Q3	$10.2K	Hold	89	–	–	﹤0.01%	61
2025 Q2	$9.27K	Hold	89	–	–	﹤0.01%	62
2025 Q1	$9.7K	Hold	89	–	–	﹤0.01%	61
2024 Q4	$8.37K	Hold	89	–	–	﹤0.01%	86
2024 Q3	$8.56K	Hold	89	–	–	﹤0.01%	61
2024 Q2	$6.98K	Sell	89 -462	-84%	-$37.5K	﹤0.01%	60
2024 Q1	$45.2K	Hold	551	–	–	0.01%	41
2023 Q4	$46.4K	Sell	551 -441	-44%	-$36.3K	0.02%	39
2023 Q3	$79.9K	Buy	992 +221	+29%	+$19.2K	0.03%	30
2023 Q2	$68K	Sell	771 -49	-6%	-$4.53K	0.03%	32
2023 Q1	$77.7K	Sell	820 -164	-17%	-$15.2K	0.03%	30
2022 Q4	$92.3K	Hold	984	–	–	0.04%	28
2022 Q3	$88K	Sell	984 -885	-47%	-$90.4K	0.04%	29
2022 Q2	$188K	Hold	1,869	–	–	0.08%	25
2022 Q1	$187K	Hold	1,869	–	–	0.07%	30
2021 Q4	$181K	Hold	1,869	–	–	0.07%	27
2021 Q3	$165K	Hold	1,869	–	–	0.06%	26
2021 Q2	$166K	Hold	1,869	–	–	0.07%	25
2021 Q1	$175K	Hold	1,869	–	–	0.08%	23
2020 Q4	$172K	Hold	1,869	–	–	0.09%	23
2020 Q3	$181K	Hold	1,869	–	–	0.1%	18
2020 Q2	$164K	Hold	1,869	–	–	0.1%	20
2020 Q1	$165K	Hold	1,869	–	–	0.13%	19
2019 Q4	$172K	Sell	1,869 -250	-12%	-$22.8K	0.13%	18
2019 Q3	$202K	Hold	2,119	–	–	0.17%	17
2019 Q2	$177K	Hold	2,119	–	–	0.15%	17
2019 Q1	$168K	Hold	2,119	–	–	0.15%	17
2018 Q4	$147K	Buy	+2,119	New	+$149K	0.14%	18

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MilWealth Group's WEC Position: Q2 2026 in Review

MilWealth Group held its WEC Energy (WEC) position steady in Q2 2026 at 89 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #65.

MilWealth Group first reported a position in WEC in Q4 2018 and has held it in 31 quarters since. The position peaked at $202K in Q3 2019. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

MilWealth Group held 89 shares of WEC Energy worth $10.4K as of Q2 2026.
MilWealth Group left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of MilWealth Group's portfolio in Q2 2026, its #65 holding.
MilWealth Group first reported a position in WEC Energy in Q4 2018 and has held it in 31 quarters since.
MilWealth Group's WEC Energy position peaked at $202K in Q3 2019.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MilWealth Group's 13F filing for Q2 2026, filed 3 Aug 2026.