Monetary Solutions’s WEC Energy WEC Stock Holding History

Monetary Solutions’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	$2.33K	Hold	20	–	–	﹤0.01%	279
2026 Q1	$2.31K	Hold	20	–	–	﹤0.01%	269
2025 Q4	$2.11K	Buy	+20	New	+$2.21K	﹤0.01%	270

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Monetary Solutions's WEC Position: Q2 2026 in Review

Monetary Solutions held its WEC Energy (WEC) position steady in Q2 2026 at 20 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Monetary Solutions first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. 1,167 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Monetary Solutions held 20 shares of WEC Energy worth $2.33K as of Q2 2026.
Monetary Solutions left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of Monetary Solutions's portfolio in Q2 2026, its #279 holding.
Monetary Solutions first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
1,167 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.