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Mission Wealth Management’s WEC Energy WEC Stock Holding History

Mission Wealth Management’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 		$623K Buy
5,337
+1,249
+31% +$143K 0.01% 609
2026
Q1 		$473K Sell
4,088
-513
-11% -$57.6K 0.01% 508
2025
Q4 		$485K Buy
4,601
+393
+9% +$43.5K 0.01% 497
2025
Q3 		$482K Buy
4,208
+8
+0.2% +$867 0.01% 497
2025
Q2 		$438K Sell
4,200
-153
-4% -$16.3K 0.01% 505
2025
Q1 		$474K Buy
4,353
+357
+9% +$36.5K 0.01% 464
2024
Q4 		$376K Buy
3,996
+12
+0.3% +$1.16K 0.01% 502
2024
Q3 		$383K Sell
3,984
-1,362
-25% -$121K 0.01% 491
2024
Q2 		$419K Sell
5,346
-245
-4% -$19.9K 0.01% 450
2024
Q1 		$459K Buy
5,591
+384
+7% +$30.9K 0.01% 453
2023
Q4 		$438K Sell
5,207
-83
-2% -$6.83K 0.01% 402
2023
Q3 		$426K Buy
5,290
+855
+19% +$74.3K 0.02% 373
2023
Q2 		$391K Sell
4,435
-510
-10% -$47.1K 0.01% 398
2023
Q1 		$469K Buy
4,945
+49
+1% +$4.54K 0.02% 354
2022
Q4 		$459K Buy
4,896
+113
+2% +$10.4K 0.02% 336
2022
Q3 		$428K Sell
4,783
-4,183
-47% -$427K 0.02% 318
2022
Q2 		$902K Buy
8,966
+43
+0.5% +$4.36K 0.05% 205
2022
Q1 		$891K Hold
8,923
– – 0.04% 219
2021
Q4 		$866K Sell
8,923
-13
-0.1% -$1.19K 0.04% 210
2021
Q3 		$788K Buy
8,936
+148
+2% +$13.9K 0.04% 212
2021
Q2 		$782K Sell
8,788
-19
-0.2% -$1.79K 0.04% 205
2021
Q1 		$824K Buy
8,807
+1,532
+21% +$134K 0.05% 168
2020
Q4 		$670K Buy
7,275
+4,208
+137% +$409K 0.04% 187
2020
Q3 		$297K Hold
3,067
– – 0.02% 282
2020
Q2 		$269K Buy
3,067
+17
+0.6% +$1.53K 0.02% 270
2020
Q1 		$269K Sell
3,050
-120
-4% -$11.5K 0.03% 232
2019
Q4 		$292K Buy
3,170
+464
+17% +$42.3K 0.03% 257
2019
Q3 		$257K Buy
+2,706
New +$244K 0.03% 262

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

Mission Wealth Management's WEC Position: Q2 2026 in Review

Mission Wealth Management increased its WEC Energy (WEC) stake by 31% in Q2 2026, buying an estimated $143K and bringing the position to 5,337 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #609.

Mission Wealth Management first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $902K in Q2 2022. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mission Wealth Management held 5,337 shares of WEC Energy worth $623K as of Q2 2026.
  • Mission Wealth Management bought 1,249 WEC Energy shares in Q2 2026, an estimated $143K.
  • WEC Energy made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #609 holding.
  • Mission Wealth Management first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's WEC Energy position peaked at $902K in Q2 2022.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.