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MSH Capital Advisors’s WEC Energy WEC Stock Holding History

MSH Capital Advisors’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 		$1.55M Buy
13,292
+2,536
+24% +$289K 0.27% 94
2026
Q1 		$1.25M Buy
10,756
+59
+0.6% +$6.63K 0.26% 99
2025
Q4 		$1.13M Buy
10,697
+2,911
+37% +$322K 0.24% 103
2025
Q3 		$892K Hold
7,786
– – 0.24% 109
2025
Q2 		$811K Hold
7,786
– – 0.23% 110
2025
Q1 		$849K Buy
7,786
+794
+11% +$81.1K 0.26% 102
2024
Q4 		$658K Buy
6,992
+795
+13% +$77.1K 0.21% 114
2024
Q3 		$596K Buy
+6,197
New +$549K 0.18% 129

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

MSH Capital Advisors's WEC Position: Q2 2026 in Review

MSH Capital Advisors increased its WEC Energy (WEC) stake by 24% in Q2 2026, buying an estimated $289K and bringing the position to 13,292 shares worth $1.55M. The position accounts for 0.27% of the portfolio, ranked #94.

MSH Capital Advisors first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • MSH Capital Advisors held 13,292 shares of WEC Energy worth $1.55M as of Q2 2026.
  • MSH Capital Advisors bought 2,536 WEC Energy shares in Q2 2026, an estimated $289K.
  • WEC Energy made up 0.27% of MSH Capital Advisors's portfolio in Q2 2026, its #94 holding.
  • MSH Capital Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MSH Capital Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.