1ST Source Bank’s WEC Energy WEC Stock Holding History

1ST Source Bank’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	$364K	Buy	3,141 +120	+4%	+$13.5K	0.02%	231
2025 Q4	$319K	Hold	3,021	–	–	0.02%	240
2025 Q3	$346K	Hold	3,021	–	–	0.02%	228
2025 Q2	$315K	Sell	3,021 -185	-6%	-$19.7K	0.02%	235
2025 Q1	$349K	Sell	3,206 -82	-2%	-$8.38K	0.02%	221
2024 Q4	$309K	Buy	3,288 +57	+2%	+$5.53K	0.02%	232
2024 Q3	$311K	Hold	3,231	–	–	0.02%	232
2024 Q2	$254K	Buy	3,231 +4	+0.1%	+$325	0.01%	242
2024 Q1	$265K	Hold	3,227	–	–	0.02%	232
2023 Q4	$272K	Sell	3,227 -1,200	-27%	-$98.8K	0.02%	227
2023 Q3	$357K	Buy	4,427 +256	+6%	+$22.2K	0.02%	194
2023 Q2	$368K	Sell	4,171 -31	-0.7%	-$2.86K	0.02%	195
2023 Q1	$398K	Hold	4,202	–	–	0.03%	195
2022 Q4	$394K	Hold	4,202	–	–	0.03%	196
2022 Q3	$376K	Hold	4,202	–	–	0.03%	193
2022 Q2	$423K	Hold	4,202	–	–	0.03%	189
2022 Q1	$420K	Hold	4,202	–	–	0.03%	194
2021 Q4	$408K	Buy	4,202 +47	+1%	+$4.3K	0.02%	195
2021 Q3	$367K	Hold	4,155	–	–	0.02%	197
2021 Q2	$370K	Hold	4,155	–	–	0.02%	200
2021 Q1	$389K	Hold	4,155	–	–	0.03%	190
2020 Q4	$383K	Hold	4,155	–	–	0.03%	184
2020 Q3	$403K	Buy	4,155 +16	+0.4%	+$1.49K	0.03%	168
2020 Q2	$363K	Hold	4,139	–	–	0.03%	176
2020 Q1	$365K	Sell	4,139 -30	-0.7%	-$2.88K	0.04%	163
2019 Q4	$385K	Buy	4,169 +31	+0.7%	+$2.83K	0.03%	176
2019 Q3	$394K	Hold	4,138	–	–	0.03%	170
2019 Q2	$345K	Hold	4,138	–	–	0.03%	178
2019 Q1	$327K	Buy	4,138 +144	+4%	+$10.7K	0.03%	173
2018 Q4	$277K	Hold	3,994	–	–	0.03%	179
2018 Q3	$267K	Hold	3,994	–	–	0.02%	198
2018 Q2	$258K	Sell	3,994 -350	-8%	-$21.8K	0.02%	197
2018 Q1	$272K	Buy	4,344 +648	+18%	+$40.2K	0.02%	194
2017 Q4	$246K	Sell	3,696 -60	-2%	-$4.03K	0.02%	204
2017 Q3	$236K	Hold	3,756	–	–	0.02%	207
2017 Q2	$231K	Hold	3,756	–	–	0.02%	208
2017 Q1	$228K	Hold	3,756	–	–	0.02%	216
2016 Q4	$221K	Sell	3,756 -400	-10%	-$22.9K	0.02%	220
2016 Q3	$248K	Hold	4,156	–	–	0.03%	200
2016 Q2	$271K	Hold	4,156	–	–	0.03%	195
2016 Q1	$250K	Hold	4,156	–	–	0.03%	196
2015 Q4	$213K	Hold	4,156	–	–	0.02%	207
2015 Q3	$217K	Buy	+4,156	New	+$202K	0.02%	236

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

1ST Source Bank's WEC Position: Q1 2026 in Review

1ST Source Bank increased its WEC Energy (WEC) stake by 4% in Q1 2026, buying an estimated $13.5K and bringing the position to 3,141 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #231.

1ST Source Bank first reported a position in WEC in Q3 2015 and has held it in 43 quarters since. The position peaked at $423K in Q2 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

1ST Source Bank held 3,141 shares of WEC Energy worth $364K as of Q1 2026.
1ST Source Bank bought 120 WEC Energy shares in Q1 2026, an estimated $13.5K.
WEC Energy made up 0.02% of 1ST Source Bank's portfolio in Q1 2026, its #231 holding.
1ST Source Bank first reported a position in WEC Energy in Q3 2015 and has held it in 43 quarters since.
1ST Source Bank's WEC Energy position peaked at $423K in Q2 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on 1ST Source Bank's 13F filing for Q1 2026, filed 4 May 2026.