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MJP Associates’s WEC Energy WEC Stock Holding History

MJP Associates’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
2025
Q4 		– Sell
-3,245
Closed -$372K – 266
2025
Q3 		$372K Buy
3,245
+101
+3% +$10.9K 0.05% 166
2025
Q2 		$328K Buy
3,144
+18
+0.6% +$1.92K 0.05% 166
2025
Q1 		$341K Buy
3,126
+107
+4% +$10.9K 0.06% 154
2024
Q4 		$284K Buy
3,019
+98
+3% +$9.5K 0.05% 174
2024
Q3 		$281K Sell
2,921
-139
-5% -$12.3K 0.05% 165
2024
Q2 		$240K Sell
3,060
-10
-0.3% -$812 0.05% 197
2024
Q1 		$252K Buy
3,070
+552
+22% +$44.4K 0.05% 195
2023
Q4 		$212K Sell
2,518
-52
-2% -$4.28K 0.06% 165
2023
Q3 		$207K Sell
2,570
-24
-0.9% -$2.08K 0.06% 154
2023
Q2 		$229K Sell
2,594
-6
-0.2% -$554 0.07% 133
2023
Q1 		$246K Sell
2,600
-46
-2% -$4.26K 0.08% 104
2022
Q4 		$248K Sell
2,646
-52
-2% -$4.8K 0.07% 109
2022
Q3 		$241K Sell
2,698
-5
-0.2% -$511 0.07% 105
2022
Q2 		$272K Buy
2,703
+71
+3% +$7.2K 0.08% 101
2022
Q1 		$263K Sell
2,632
-46
-2% -$4.34K 0.07% 119
2021
Q4 		$257K Sell
2,678
-1,925
-42% -$176K 0.08% 125
2021
Q3 		$406K Sell
4,603
-184
-4% -$17.3K 0.14% 83
2021
Q2 		$426K Buy
4,787
+4
+0.1% +$377 0.14% 82
2021
Q1 		$448K Buy
4,783
+2
+0% +$174 0.18% 69
2020
Q4 		$440K Buy
+4,781
New +$465K 0.19% 69

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MJP Associates's WEC Position: Q4 2025 in Review

MJP Associates sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,245 shares — an estimated $372K sold.

MJP Associates first reported a position in WEC in Q4 2020 and held it in 20 quarters. The position peaked at $448K in Q1 2021. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • MJP Associates reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • MJP Associates sold 3,245 WEC Energy shares in Q4 2025, an estimated $372K.
  • MJP Associates first reported a position in WEC Energy in Q4 2020 and held it in 20 quarters.
  • MJP Associates's WEC Energy position peaked at $448K in Q1 2021.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on MJP Associates's 13F filing for Q4 2025, filed 6 Feb 2026.