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Mosley Wealth Management’s WEC Energy WEC Stock Holding History

Mosley Wealth 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
Q2 		$5.02K Sell
43
-1
-2% -$114 ﹤0.01% 426
2026
Q1 		$5.04K Buy
+44
New +$4.94K ﹤0.01% 339

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

Mosley Wealth Management's WEC Position: Q2 2026 in Review

Mosley Wealth Management reduced its WEC Energy (WEC) stake by 2.3% in Q2 2026, selling an estimated $114 and leaving 43 shares worth $5.02K. The position accounts for ﹤0.01% of the portfolio, ranked #426.

Mosley Wealth Management first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.04K in Q1 2026. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mosley Wealth Management held 43 shares of WEC Energy worth $5.02K as of Q2 2026.
  • Mosley Wealth Management sold 1 WEC Energy share in Q2 2026, an estimated $114.
  • WEC Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #426 holding.
  • Mosley Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's WEC Energy position peaked at $5.04K in Q1 2026.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.