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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirabella Financial Services's WEC Position: Q1 2026 in Review

Mirabella Financial Services sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 3,184 shares — an estimated $336K sold.

Mirabella Financial Services first reported a position in WEC in Q4 2020 and held it in 10 quarters. The position peaked at $8.81M in Q4 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Mirabella Financial Services reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 3,184 WEC Energy shares in Q1 2026, an estimated $336K.
  • Mirabella Financial Services first reported a position in WEC Energy in Q4 2020 and held it in 10 quarters.
  • Mirabella Financial Services's WEC Energy position peaked at $8.81M in Q4 2023.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.