MJT & Associates Financial Advisory’s WEC Energy WEC Stock Holding History

MJT & Associates Financial Advisory’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	$2.92K	Buy	+25	New	+$2.85K	﹤0.01%	351

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

MJT & Associates Financial Advisory's WEC Position: Q2 2026 in Review

MJT & Associates Financial Advisory opened a new position in WEC Energy (WEC) in Q2 2026: 25 shares worth $2.92K. The stake represents ﹤0.01% of the portfolio and ranks #351 among its holdings.

394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

MJT & Associates Financial Advisory held 25 shares of WEC Energy worth $2.92K as of Q2 2026.
WEC Energy was a new MJT & Associates Financial Advisory position in Q2 2026.
WEC Energy made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #351 holding.
394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.