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Moneta Group Investment Advisors’s WEC Energy WEC Stock Holding History

Moneta Group Investment Advisors’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 		$648K Buy
5,547
+57
+1% +$6.5K ﹤0.01% 489
2026
Q1 		$636K Buy
5,490
+1,911
+53% +$215K ﹤0.01% 448
2025
Q4 		$377K Sell
3,579
-993
-22% -$110K ﹤0.01% 571
2025
Q3 		$524K Sell
4,572
-559
-11% -$60.6K ﹤0.01% 481
2025
Q2 		$535K Buy
5,131
+1,038
+25% +$110K 0.01% 424
2025
Q1 		$446K Sell
4,093
-34
-0.8% -$3.47K 0.01% 445
2024
Q4 		$388K Buy
4,127
+827
+25% +$80.2K 0.01% 475
2024
Q3 		$317K Buy
+3,300
New +$292K ﹤0.01% 505
2023
Q3 		– Sell
-2,433
Closed -$215K – 562
2023
Q2 		$215K Buy
+2,433
New +$225K ﹤0.01% 494
2022
Q3 		– Sell
-3,200
Closed -$322K – 472
2022
Q2 		$322K Sell
3,200
-56
-2% -$5.68K 0.01% 372
2022
Q1 		$325K Buy
3,256
+907
+39% +$85.7K 0.01% 349
2021
Q4 		$228K Buy
+2,349
New +$215K 0.01% 433
2018
Q2 		– Sell
-2,200
Closed -$138K – 639
2018
Q1 		$138K Hold
2,200
– – 0.02% 221
2017
Q4 		$146K Buy
+2,200
New +$148K 0.02% 215
2015
Q4 		– Sell
-2,200
Closed -$115K – 419
2015
Q3 		$115K Buy
+2,200
New +$107K 0.03% 172

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

Moneta Group Investment Advisors's WEC Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its WEC Energy (WEC) stake by 1% in Q2 2026, buying an estimated $6.5K and bringing the position to 5,547 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Moneta Group Investment Advisors first reported a position in WEC in Q3 2015 and has held it in 15 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Moneta Group Investment Advisors held 5,547 shares of WEC Energy worth $648K as of Q2 2026.
  • Moneta Group Investment Advisors bought 57 WEC Energy shares in Q2 2026, an estimated $6.5K.
  • WEC Energy made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #489 holding.
  • Moneta Group Investment Advisors first reported a position in WEC Energy in Q3 2015 and has held it in 15 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.