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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
Q3 		– Sell
-25
Closed -$2.92K – 485
2026
Q2 		$2.92K Buy
+25
New +$2.85K ﹤0.01% 351

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

MJT & Associates Financial Advisory's WEC Position: Q3 2026 in Review

MJT & Associates Financial Advisory sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 25 shares — an estimated $2.92K sold.

MJT & Associates Financial Advisory first reported a position in WEC in Q2 2026 and held it in 1 quarter. The position peaked at $2.92K in Q2 2026. 74 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • MJT & Associates Financial Advisory reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • MJT & Associates Financial Advisory sold 25 WEC Energy shares in Q3 2026, an estimated $2.92K.
  • MJT & Associates Financial Advisory first reported a position in WEC Energy in Q2 2026 and held it in 1 quarter.
  • MJT & Associates Financial Advisory's WEC Energy position peaked at $2.92K in Q2 2026.
  • 74 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.