MV Capital Management’s WEC Energy WEC Stock Holding History

MV Capital 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	$24.1K	Buy	206 +4	+2%	+$456	﹤0.01%	430
2026 Q1	$23.4K	Buy	202 +6	+3%	+$674	﹤0.01%	422
2025 Q4	$20.7K	Buy	196 +4	+2%	+$443	﹤0.01%	437
2025 Q3	$22K	Hold	192	–	–	﹤0.01%	435
2025 Q2	$20K	Hold	192	–	–	﹤0.01%	442
2025 Q1	$20.9K	Sell	192 -1	-0.5%	-$102	﹤0.01%	429
2024 Q4	$18.1K	Buy	193 +2	+1%	+$194	﹤0.01%	444
2024 Q3	$18.4K	Buy	191 +7	+4%	+$620	﹤0.01%	437
2024 Q2	$14.4K	Buy	184 +16	+10%	+$1.3K	﹤0.01%	474
2024 Q1	$13.8K	Sell	168 -66	-28%	-$5.31K	﹤0.01%	478
2023 Q4	$19.7K	Sell	234 -82	-26%	-$6.75K	﹤0.01%	424
2023 Q3	$25.5K	Sell	316 -31	-9%	-$2.69K	﹤0.01%	361
2023 Q2	$30.6K	Buy	347 +40	+13%	+$3.7K	﹤0.01%	351
2023 Q1	$29.1K	Buy	307 +35	+13%	+$3.24K	﹤0.01%	344
2022 Q4	$25.5K	Sell	272 -16	-6%	-$1.48K	﹤0.01%	306
2022 Q3	$26K	Buy	288 +23	+9%	+$2.35K	﹤0.01%	298
2022 Q2	$27K	Buy	265 +13	+5%	+$1.32K	﹤0.01%	286
2022 Q1	$25K	Buy	252 +54	+27%	+$5.1K	﹤0.01%	309
2021 Q4	$19K	Sell	198 -5	-2%	-$457	﹤0.01%	335
2021 Q3	$18K	Buy	203 +52	+34%	+$4.88K	﹤0.01%	333
2021 Q2	$13K	Buy	151 +32	+27%	+$3.01K	﹤0.01%	331
2021 Q1	$11K	Buy	119 +6	+5%	+$523	﹤0.01%	247
2020 Q4	$10K	Hold	113	–	–	﹤0.01%	248
2020 Q3	$11K	Hold	113	–	–	﹤0.01%	220
2020 Q2	$10K	Hold	113	–	–	﹤0.01%	228
2020 Q1	$10K	Hold	113	–	–	﹤0.01%	213
2019 Q4	$10K	Hold	113	–	–	﹤0.01%	248
2019 Q3	$11K	Hold	113	–	–	﹤0.01%	237
2019 Q2	$9K	Hold	113	–	–	﹤0.01%	244
2019 Q1	$9K	Hold	113	–	–	﹤0.01%	244
2018 Q4	$8K	Hold	113	–	–	﹤0.01%	242
2018 Q3	$8K	Hold	113	–	–	﹤0.01%	263
2018 Q2	$7K	Hold	113	–	–	﹤0.01%	284
2018 Q1	$7K	Hold	113	–	–	﹤0.01%	281
2017 Q4	$8K	Hold	113	–	–	﹤0.01%	274
2017 Q3	$7K	Hold	113	–	–	﹤0.01%	277
2017 Q2	$7K	Hold	113	–	–	﹤0.01%	276
2017 Q1	$7K	Hold	113	–	–	﹤0.01%	273
2016 Q4	$7K	Hold	113	–	–	﹤0.01%	264
2016 Q3	$7K	Hold	113	–	–	﹤0.01%	259
2016 Q2	$7K	Hold	113	–	–	﹤0.01%	257
2016 Q1	$7K	Hold	113	–	–	﹤0.01%	244
2015 Q4	$6K	Hold	113	–	–	﹤0.01%	268
2015 Q3	$6K	Sell	113 -113	-50%	-$5.5K	﹤0.01%	258
2015 Q2	$10K	Buy	+226	New	+$10.8K	﹤0.01%	304

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MV Capital Management's WEC Position: Q2 2026 in Review

MV Capital Management increased its WEC Energy (WEC) stake by 2% in Q2 2026, buying an estimated $456 and bringing the position to 206 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

MV Capital Management first reported a position in WEC in Q2 2015 and has held it in 45 quarters since. The position peaked at $30.6K in Q2 2023. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

MV Capital Management held 206 shares of WEC Energy worth $24.1K as of Q2 2026.
MV Capital Management bought 4 WEC Energy shares in Q2 2026, an estimated $456.
WEC Energy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #430 holding.
MV Capital Management first reported a position in WEC Energy in Q2 2015 and has held it in 45 quarters since.
MV Capital Management's WEC Energy position peaked at $30.6K in Q2 2023.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.