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Mirabella Financial Services’s WEC Energy WEC Stock Holding History

Mirabella Financial Services’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 		$348K Buy
+2,980
New +$340K 0.03% 392
2026
Q1 		– Sell
-3,184
Closed -$336K – 1198
2025
Q4 		$336K Buy
+3,184
New +$353K 0.03% 418
2024
Q2 		– Sell
-25,507
Closed -$2.09M – 714
2024
Q1 		$2.09M Sell
25,507
-79,103
-76% -$6.36M 0.15% 122
2023
Q4 		$8.81M Buy
104,610
+78,742
+304% +$6.48M 1.17% 18
2023
Q3 		$2.08M Buy
+25,868
New +$2.25M 0.29% 98
2022
Q3 		– Sell
-4,122
Closed -$415K – 567
2022
Q2 		$415K Sell
4,122
-858
-17% -$87K 0.04% 268
2022
Q1 		$497K Sell
4,980
-3,973
-44% -$375K 0.06% 246
2021
Q4 		$869K Buy
8,953
+5,304
+145% +$485K 0.09% 184
2021
Q3 		$322K Buy
3,649
+980
+37% +$91.9K 0.04% 305
2021
Q2 		$237K Buy
+2,669
New +$251K 0.04% 248
2021
Q1 		– Sell
-3,246
Closed -$299K – 429
2020
Q4 		$299K Buy
+3,246
New +$316K 0.04% 211

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

Mirabella Financial Services's WEC Position: Q2 2026 in Review

Mirabella Financial Services opened a new position in WEC Energy (WEC) in Q2 2026: 2,980 shares worth $348K. The stake represents 0.03% of the portfolio and ranks #392 among its holdings. This is a return to the name: Mirabella Financial Services previously reported a position in WEC as recently as Q4 2025.

Mirabella Financial Services first reported a position in WEC in Q4 2020 and has held it in 11 quarters since. The position peaked at $8.81M in Q4 2023. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mirabella Financial Services held 2,980 shares of WEC Energy worth $348K as of Q2 2026.
  • WEC Energy was a new Mirabella Financial Services position in Q2 2026.
  • WEC Energy made up 0.03% of Mirabella Financial Services's portfolio in Q2 2026, its #392 holding.
  • Mirabella Financial Services first reported a position in WEC Energy in Q4 2020 and has held it in 11 quarters since.
  • Mirabella Financial Services's WEC Energy position peaked at $8.81M in Q4 2023.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.