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Moors & Cabot’s WEC Energy WEC Stock Holding History

Moors & Cabot’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 		$465K Sell
3,980
-1,660
-29% -$189K 0.02% 588
2026
Q1 		$653K Buy
5,640
+98
+2% +$11K 0.03% 477
2025
Q4 		$584K Buy
5,542
+31
+0.6% +$3.43K 0.03% 501
2025
Q3 		$632K Buy
5,511
+93
+2% +$10.1K 0.03% 461
2025
Q2 		$565K Sell
5,418
-200
-4% -$21.3K 0.03% 477
2025
Q1 		$612K Buy
5,618
+115
+2% +$11.7K 0.03% 429
2024
Q4 		$518K Buy
5,503
+172
+3% +$16.7K 0.02% 493
2024
Q3 		$513K Buy
5,331
+627
+13% +$55.6K 0.03% 494
2024
Q2 		$369K Sell
4,704
-1,814
-28% -$147K 0.02% 566
2024
Q1 		$535K Sell
6,518
-280
-4% -$22.5K 0.03% 474
2023
Q4 		$572K Buy
6,798
+815
+14% +$67.1K 0.04% 421
2023
Q3 		$482K Sell
5,983
-60
-1% -$5.21K 0.03% 450
2023
Q2 		$533K Sell
6,043
-17
-0.3% -$1.57K 0.04% 431
2023
Q1 		$574K Sell
6,060
-22
-0.4% -$2.04K 0.04% 398
2022
Q4 		$570K Buy
6,082
+149
+3% +$13.8K 0.04% 380
2022
Q3 		$531K Sell
5,933
-2,413
-29% -$246K 0.04% 375
2022
Q2 		$840K Buy
8,346
+121
+1% +$12.3K 0.06% 301
2022
Q1 		$821K Buy
8,225
+609
+8% +$57.5K 0.05% 339
2021
Q4 		$739K Sell
7,616
-21
-0.3% -$1.92K 0.05% 363
2021
Q3 		$669K Buy
7,637
+141
+2% +$13.2K 0.04% 371
2021
Q2 		$667K Sell
7,496
-7,140
-49% -$673K 0.05% 349
2021
Q1 		$1.37M Buy
14,636
+7,622
+109% +$664K 0.1% 192
2020
Q4 		$647K Sell
7,014
-597
-8% -$58.1K 0.05% 304
2020
Q3 		$738K Sell
7,611
-119
-2% -$11.1K 0.07% 257
2020
Q2 		$677K Sell
7,730
-38
-0.5% -$3.43K 0.07% 251
2020
Q1 		$681K Sell
7,768
-1,332
-15% -$128K 0.1% 197
2019
Q4 		$840K Sell
9,100
-50
-0.5% -$4.56K 0.08% 231
2019
Q3 		$872K Buy
9,150
+1,784
+24% +$161K 0.1% 215
2019
Q2 		$615K Buy
7,366
+859
+13% +$68.9K 0.08% 260
2019
Q1 		$516K Buy
6,507
+1,706
+36% +$127K 0.07% 272
2018
Q4 		$331K Sell
4,801
-987
-17% -$69.3K 0.05% 342
2018
Q3 		$385K Sell
5,788
-633
-10% -$42.2K 0.05% 379
2018
Q2 		$416K Buy
6,421
+292
+5% +$18.1K 0.06% 340
2018
Q1 		$384K Sell
6,129
-39
-0.6% -$2.42K 0.05% 374
2017
Q4 		$410K Buy
6,168
+77
+1% +$5.17K 0.05% 356
2017
Q3 		$385K Buy
6,091
+1,345
+28% +$85.8K 0.06% 361
2017
Q2 		$288K Sell
4,746
-370
-7% -$22.9K 0.05% 399
2017
Q1 		$309K Sell
5,116
-488
-9% -$28.8K 0.05% 376
2016
Q4 		$332K Sell
5,604
-1,655
-23% -$94.9K 0.05% 359
2016
Q3 		$434K Buy
7,259
+294
+4% +$18.4K 0.07% 300
2016
Q2 		$456K Buy
6,965
+1,463
+27% +$88K 0.08% 279
2016
Q1 		$331K Buy
5,502
+111
+2% +$6.21K 0.06% 329
2015
Q4 		$276K Buy
5,391
+712
+15% +$36.3K 0.05% 372
2015
Q3 		$245K Buy
+4,679
New +$228K 0.05% 413

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Moors & Cabot's WEC Position: Q2 2026 in Review

Moors & Cabot reduced its WEC Energy (WEC) stake by 29% in Q2 2026, selling an estimated $189K and leaving 3,980 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #588.

Moors & Cabot first reported a position in WEC in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.37M in Q1 2021. 884 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Moors & Cabot held 3,980 shares of WEC Energy worth $465K as of Q2 2026.
  • Moors & Cabot sold 1,660 WEC Energy shares in Q2 2026, an estimated $189K.
  • WEC Energy made up 0.02% of Moors & Cabot's portfolio in Q2 2026, its #588 holding.
  • Moors & Cabot first reported a position in WEC Energy in Q3 2015 and has held it in 44 quarters since.
  • Moors & Cabot's WEC Energy position peaked at $1.37M in Q1 2021.
  • 884 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.