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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MSH Capital Advisors's WEC Position: Q1 2026 in Review

MSH Capital Advisors increased its WEC Energy (WEC) stake by 0.55% in Q1 2026, buying an estimated $6.63K and bringing the position to 10,756 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #99.

MSH Capital Advisors first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • MSH Capital Advisors held 10,756 shares of WEC Energy worth $1.25M as of Q1 2026.
  • MSH Capital Advisors bought 59 WEC Energy shares in Q1 2026, an estimated $6.63K.
  • WEC Energy made up 0.26% of MSH Capital Advisors's portfolio in Q1 2026, its #99 holding.
  • MSH Capital Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.