Alpine Bank Wealth Management’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25K Buy
+214
New +$24.4K ﹤0.01% 316
2025
Q4
Sell
-214
Closed -$24.5K 402
2025
Q3
$24.5K Hold
214
﹤0.01% 314
2025
Q2
$22.3K Hold
214
﹤0.01% 322
2025
Q1
$23.3K Buy
+214
New +$21.9K ﹤0.01% 315

Other funds holding WEC

Alpine Bank Wealth Management's WEC Position: Q2 2026 in Review

Alpine Bank Wealth Management opened a new position in WEC Energy (WEC) in Q2 2026: 214 shares worth $25K. The stake represents ﹤0.01% of the portfolio and ranks #316 among its holdings. This is a return to the name: Alpine Bank Wealth Management previously reported a position in WEC as recently as Q3 2025.

Alpine Bank Wealth Management first reported a position in WEC in Q1 2025 and has held it in 4 quarters since. 1,411 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Alpine Bank Wealth Management held 214 shares of WEC Energy worth $25K as of Q2 2026.
  • WEC Energy was a new Alpine Bank Wealth Management position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Alpine Bank Wealth Management's portfolio in Q2 2026, its #316 holding.
  • Alpine Bank Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 4 quarters since.
  • 1,411 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Alpine Bank Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.