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Mosaic Family Wealth Partners’s WEC Energy WEC Stock Holding History

Mosaic Family Wealth Partners’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 		$1.59M Buy
+13,645
New +$1.56M 0.11% 151

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Mosaic Family Wealth Partners's WEC Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in WEC Energy (WEC) in Q2 2026: 13,645 shares worth $1.59M. The stake represents 0.11% of the portfolio and ranks #151 among its holdings.

1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mosaic Family Wealth Partners held 13,645 shares of WEC Energy worth $1.59M as of Q2 2026.
  • WEC Energy was a new Mosaic Family Wealth Partners position in Q2 2026.
  • WEC Energy made up 0.11% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #151 holding.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.