Monument Capital Management
WEC icon

Monument Capital Management’s WEC Energy WEC Stock Holding History

Monument Capital Management’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 		$391K Sell
3,883
-1,689
-30% -$184K 0.08% 180
2026
Q2 		$651K Buy
5,572
+2,154
+63% +$246K 0.13% 141
2026
Q1 		$396K Sell
3,418
-1,107
-24% -$124K 0.1% 151
2025
Q4 		$477K Hold
4,525
– – 0.12% 136
2025
Q3 		$519K Hold
4,525
– – 0.13% 133
2025
Q2 		$472K Buy
4,525
+1,188
+36% +$126K 0.12% 132
2025
Q1 		$364K Hold
3,337
– – 0.11% 135
2024
Q4 		$314K Buy
3,337
+3
+0.1% +$291 0.09% 156
2024
Q3 		$321K Buy
+3,334
New +$295K 0.09% 148
2021
Q4 		– Sell
-2,404
Closed -$212K – 160
2021
Q3 		$212K Buy
+2,404
New +$225K 0.07% 140

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Monument Capital Management's WEC Position: Q3 2026 in Review

Monument Capital Management reduced its WEC Energy (WEC) stake by 30% in Q3 2026, selling an estimated $184K and leaving 3,883 shares worth $391K. The position accounts for 0.08% of the portfolio, ranked #180.

Monument Capital Management first reported a position in WEC in Q3 2021 and has held it in 10 quarters since. The position peaked at $651K in Q2 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Monument Capital Management held 3,883 shares of WEC Energy worth $391K as of Q3 2026.
  • Monument Capital Management sold 1,689 WEC Energy shares in Q3 2026, an estimated $184K.
  • WEC Energy made up 0.08% of Monument Capital Management's portfolio in Q3 2026, its #180 holding.
  • Monument Capital Management first reported a position in WEC Energy in Q3 2021 and has held it in 10 quarters since.
  • Monument Capital Management's WEC Energy position peaked at $651K in Q2 2026.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.