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Mitchell & Pahl Private Wealth’s WEC Energy WEC Stock Holding History

Mitchell & Pahl Private Wealth’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 		$3.24M Buy
27,716
+646
+2% +$73.7K 1.19% 25
2026
Q1 		$3.13M Buy
27,070
+319
+1% +$35.8K 1.27% 18
2025
Q4 		$2.82M Sell
26,751
-32
-0.1% -$3.54K 1.17% 23
2025
Q3 		$3.07M Sell
26,783
-28
-0.1% -$3.04K 1.29% 17
2025
Q2 		$2.79M Buy
26,811
+364
+1% +$38.7K 1.23% 24
2025
Q1 		$2.88M Sell
26,447
-147
-0.6% -$15K 1.34% 17
2024
Q4 		$2.5M Buy
26,594
+836
+3% +$81.1K 1.17% 26
2024
Q3 		$2.48M Buy
25,758
+900
+4% +$79.8K 1.15% 24
2024
Q2 		$1.95M Buy
24,858
+97
+0.4% +$7.88K 1.03% 33
2024
Q1 		$2.03M Buy
24,761
+1,204
+5% +$96.8K 1.07% 31
2023
Q4 		$1.98M Sell
23,557
-614
-3% -$50.6K 1.13% 26
2023
Q3 		$1.95M Buy
24,171
+1,505
+7% +$131K 1.16% 26
2023
Q2 		$2M Buy
22,666
+642
+3% +$59.3K 1.21% 21
2023
Q1 		$2.09M Buy
22,024
+677
+3% +$62.7K 1.31% 18
2022
Q4 		$2M Buy
21,347
+577
+3% +$53.3K 1.31% 15
2022
Q3 		$1.86M Buy
20,770
+315
+2% +$32.2K 1.37% 15
2022
Q2 		$2.06M Buy
20,455
+620
+3% +$62.9K 1.43% 14
2022
Q1 		$1.98M Buy
19,835
+987
+5% +$93.2K 1.26% 19
2021
Q4 		$1.83M Buy
18,848
+435
+2% +$39.8K 1.17% 22
2021
Q3 		$1.62M Buy
18,413
+191
+1% +$17.9K 1.17% 23
2021
Q2 		$1.62M Buy
18,222
+343
+2% +$32.3K 1.16% 25
2021
Q1 		$1.67M Buy
17,879
+1,063
+6% +$92.7K 1.3% 21
2020
Q4 		$1.55M Buy
+16,816
New +$1.64M 1.3% 19

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

Mitchell & Pahl Private Wealth's WEC Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its WEC Energy (WEC) stake by 2.4% in Q2 2026, buying an estimated $73.7K and bringing the position to 27,716 shares worth $3.24M. The position accounts for 1.19% of the portfolio, ranked #25.

Mitchell & Pahl Private Wealth first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mitchell & Pahl Private Wealth held 27,716 shares of WEC Energy worth $3.24M as of Q2 2026.
  • Mitchell & Pahl Private Wealth bought 646 WEC Energy shares in Q2 2026, an estimated $73.7K.
  • WEC Energy made up 1.19% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #25 holding.
  • Mitchell & Pahl Private Wealth first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.