Mosley Wealth Management
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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
Q3 		$5.51K Buy
52
+9
+21% +$980 ﹤0.01% 421
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

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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mosley Wealth Management's WEC Position: Q3 2026 in Review

Mosley Wealth Management increased its WEC Energy (WEC) stake by 21% in Q3 2026, buying an estimated $980 and bringing the position to 52 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Mosley Wealth Management first reported a position in WEC in Q1 2026 and has held it in 3 quarters since. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Mosley Wealth Management held 52 shares of WEC Energy worth $5.51K as of Q3 2026.
  • Mosley Wealth Management bought 9 WEC Energy shares in Q3 2026, an estimated $980.
  • WEC Energy made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #421 holding.
  • Mosley Wealth Management first reported a position in WEC Energy in Q1 2026 and has held it in 3 quarters since.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.