Morton Brown Family Wealth’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Morton Brown Family Wealth's WEC Position: Q2 2026 in Review
Morton Brown Family Wealth opened a new position in WEC Energy (WEC) in Q2 2026: 4 shares worth $467. The stake represents ﹤0.01% of the portfolio and ranks #386 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in WEC as recently as Q1 2023.
Morton Brown Family Wealth first reported a position in WEC in Q2 2022 and has held it in 3 quarters since. The position peaked at $5K in Q2 2022. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Morton Brown Family Wealth held 4 shares of WEC Energy worth $467 as of Q2 2026.
- WEC Energy was a new Morton Brown Family Wealth position in Q2 2026.
- WEC Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #386 holding.
- Morton Brown Family Wealth first reported a position in WEC Energy in Q2 2022 and has held it in 3 quarters since.
- Morton Brown Family Wealth's WEC Energy position peaked at $5K in Q2 2022.
- 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.