Monetary Management Group’s WEC Energy WEC Stock Holding History

Monetary Management Group’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 Q1	$203K	Hold	1,750	–	–	0.05%	193
2025 Q4	$185K	Hold	1,750	–	–	0.04%	195
2025 Q3	$201K	Sell	1,750 -550	-24%	-$59.6K	0.05%	196
2025 Q2	$240K	Hold	2,300	–	–	0.06%	191
2025 Q1	$251K	Sell	2,300 -50	-2%	-$5.11K	0.07%	182
2024 Q4	$221K	Hold	2,350	–	–	0.06%	192
2024 Q3	$226K	Hold	2,350	–	–	0.06%	193
2024 Q2	$184K	Hold	2,350	–	–	0.05%	197
2024 Q1	$193K	Hold	2,350	–	–	0.05%	194
2023 Q4	$198K	Hold	2,350	–	–	0.06%	191
2023 Q3	$189K	Hold	2,350	–	–	0.06%	192
2023 Q2	$207K	Hold	2,350	–	–	0.06%	187
2023 Q1	$223K	Hold	2,350	–	–	0.07%	184
2022 Q4	$220K	Hold	2,350	–	–	0.07%	188
2022 Q3	$210K	Hold	2,350	–	–	0.07%	183
2022 Q2	$237K	Hold	2,350	–	–	0.07%	170
2022 Q1	$235K	Hold	2,350	–	–	0.06%	178
2021 Q4	$228K	Hold	2,350	–	–	0.06%	187
2021 Q3	$207K	Buy	2,350 +300	+15%	+$28.1K	0.06%	187
2021 Q2	$182K	Hold	2,050	–	–	0.05%	181
2021 Q1	$192K	Hold	2,050	–	–	0.06%	174
2020 Q4	$189K	Hold	2,050	–	–	0.06%	168
2020 Q3	$199K	Hold	2,050	–	–	0.07%	155
2020 Q2	$180K	Hold	2,050	–	–	0.07%	150
2020 Q1	$181K	Hold	2,050	–	–	0.08%	142
2019 Q4	$189K	Hold	2,050	–	–	0.07%	162
2019 Q3	$195K	Buy	2,050 +250	+14%	+$22.5K	0.07%	161
2019 Q2	$150K	Hold	1,800	–	–	0.06%	175
2019 Q1	$142K	Hold	1,800	–	–	0.06%	179
2018 Q4	$125K	Hold	1,800	–	–	0.06%	171
2018 Q3	$120K	Hold	1,800	–	–	0.05%	182
2018 Q2	$116K	Hold	1,800	–	–	0.05%	182
2018 Q1	$113K	Hold	1,800	–	–	0.05%	181
2017 Q4	$120K	Buy	1,800 +18	+1%	+$1.21K	0.05%	184
2017 Q3	$112K	Hold	1,782	–	–	0.05%	183
2017 Q2	$109K	Hold	1,782	–	–	0.04%	185
2017 Q1	$108K	Buy	1,782 +18	+1%	+$1.06K	0.05%	184
2016 Q4	$103K	Hold	1,764	–	–	0.05%	181
2016 Q3	$106K	Hold	1,764	–	–	0.05%	180
2016 Q2	$115K	Hold	1,764	–	–	0.05%	179
2016 Q1	$106K	Hold	1,764	–	–	0.05%	178
2015 Q4	$91K	Sell	1,764 -82	-4%	-$4.18K	0.04%	181
2015 Q3	$96K	Hold	1,846	–	–	0.05%	181
2015 Q2	$83K	Buy	1,846 +846	+85%	+$40.6K	0.04%	207
2015 Q1	$49K	Hold	1,000	–	–	0.02%	264
2014 Q4	$53K	Hold	1,000	–	–	0.02%	253
2014 Q3	$43K	Hold	1,000	–	–	0.02%	274
2014 Q2	$47K	Hold	1,000	–	–	0.02%	265
2014 Q1	$47K	Hold	1,000	–	–	0.02%	223
2013 Q4	$41K	Buy	+1,000	New	+$41.5K	0.02%	247

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Monetary Management Group's WEC Position: Q1 2026 in Review

Monetary Management Group held its WEC Energy (WEC) position steady in Q1 2026 at 1,750 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #193.

Monetary Management Group first reported a position in WEC in Q4 2013 and has held it in 50 quarters since. The position peaked at $251K in Q1 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Monetary Management Group held 1,750 shares of WEC Energy worth $203K as of Q1 2026.
Monetary Management Group left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.05% of Monetary Management Group's portfolio in Q1 2026, its #193 holding.
Monetary Management Group first reported a position in WEC Energy in Q4 2013 and has held it in 50 quarters since.
Monetary Management Group's WEC Energy position peaked at $251K in Q1 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.