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Mowery & Schoenfeld Wealth Management’s WEC Energy WEC Stock Holding History

Mowery & Schoenfeld 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 		$249K Hold
2,133
– – 0.34% 51
2026
Q1 		$247K Sell
2,133
-90
-4% -$10.1K 0.38% 45
2025
Q4 		$234K Buy
2,223
+90
+4% +$9.96K 0.34% 46
2025
Q3 		$244K Hold
2,133
– – 0.42% 39
2025
Q2 		$222K Sell
2,133
-1,967
-48% -$209K 0.34% 44
2025
Q1 		$447K Buy
4,100
+1,892
+86% +$193K 0.88% 28
2024
Q4 		$208K Buy
2,208
+75
+4% +$7.27K 0.4% 43
2024
Q3 		$205K Hold
2,133
– – 0.32% 36
2024
Q2 		$167K Hold
2,133
– – 0.24% 40
2024
Q1 		$175K Hold
2,133
– – 0.34% 33
2023
Q4 		$180K Buy
+2,133
New +$176K 0.36% 38

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

Mowery & Schoenfeld Wealth Management's WEC Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,133 shares worth $249K. The position accounts for 0.34% of the portfolio, ranked #51.

Mowery & Schoenfeld Wealth Management first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. The position peaked at $447K in Q1 2025. 849 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 2,133 shares of WEC Energy worth $249K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.34% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's WEC Energy position peaked at $447K in Q1 2025.
  • 849 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.