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MTM Investment Management’s WEC Energy WEC Stock Holding History

MTM Investment 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 		$305K Hold
2,610
– – 0.09% 174
2026
Q1 		$302K Hold
2,610
– – 0.1% 166
2025
Q4 		$275K Sell
2,610
-15
-0.6% -$1.66K 0.09% 176
2025
Q3 		$301K Sell
2,625
-95
-3% -$10.3K 0.1% 172
2025
Q2 		$283K Buy
2,720
+95
+4% +$10.1K 0.1% 169
2025
Q1 		$286K Sell
2,625
-160
-6% -$16.3K 0.11% 162
2024
Q4 		$262K Sell
2,785
-15
-0.5% -$1.45K 0.1% 167
2024
Q3 		$267K Sell
2,800
-30
-1% -$2.66K 0.1% 162
2024
Q2 		$222K Hold
2,830
– – 0.09% 178
2024
Q1 		$232K Hold
2,830
– – 0.1% 171
2023
Q4 		$238K Hold
2,830
– – 0.11% 159
2023
Q3 		$228K Hold
2,830
– – 0.12% 152
2023
Q2 		$250K Hold
2,830
– – 0.12% 155
2023
Q1 		$268K Hold
2,830
– – 0.14% 146
2022
Q4 		$265K Hold
2,830
– – 0.14% 146
2022
Q3 		$253K Hold
2,830
– – 0.14% 145
2022
Q2 		$290K Hold
2,830
– – 0.16% 132
2022
Q1 		$282K Hold
2,830
– – 0.14% 140
2021
Q4 		$275K Hold
2,830
– – 0.13% 143
2021
Q3 		$250K Hold
2,830
– – 0.14% 139
2021
Q2 		$252K Hold
2,830
– – 0.13% 141
2021
Q1 		$265K Sell
2,830
-30
-1% -$2.62K 0.15% 125
2020
Q4 		$263K Buy
+2,860
New +$278K 0.16% 119

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

MTM Investment Management's WEC Position: Q2 2026 in Review

MTM Investment Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,610 shares worth $305K. The position accounts for 0.09% of the portfolio, ranked #174.

MTM Investment Management first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • MTM Investment Management held 2,610 shares of WEC Energy worth $305K as of Q2 2026.
  • MTM Investment Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.09% of MTM Investment Management's portfolio in Q2 2026, its #174 holding.
  • MTM Investment Management first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.