American State Bank (Iowa)’s WEC Energy WEC Stock Holding History

American State Bank (Iowa)’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	$1.12M	Hold	9,584	–	–	0.45%	66
2026 Q1	$1.11M	Hold	9,584	–	–	0.53%	58
2025 Q4	$1.01M	Hold	9,584	–	–	0.49%	61
2025 Q3	$1.1M	Hold	9,584	–	–	0.56%	54
2025 Q2	$999K	Hold	9,584	–	–	0.55%	58
2025 Q1	$1.04M	Hold	9,584	–	–	0.63%	53
2024 Q4	$901K	Hold	9,584	–	–	0.54%	55
2024 Q3	$922K	Hold	9,584	–	–	0.56%	57
2024 Q2	$752K	Hold	9,584	–	–	0.48%	63
2024 Q1	$787K	Sell	9,584 -271	-3%	-$21.8K	0.53%	61
2023 Q4	$829K	Hold	9,855	–	–	0.53%	64
2023 Q3	$794K	Hold	9,855	–	–	0.57%	56
2023 Q2	$870K	Hold	9,855	–	–	0.61%	52
2023 Q1	$934K	Hold	9,855	–	–	0.68%	45
2022 Q4	$924K	Hold	9,855	–	–	0.71%	44
2022 Q3	$881K	Sell	9,855 -96	-1%	-$9.81K	0.76%	39
2022 Q2	$1M	Hold	9,951	–	–	0.79%	35
2022 Q1	$993K	Hold	9,951	–	–	0.69%	41
2021 Q4	$966K	Hold	9,951	–	–	0.67%	48
2021 Q3	$878K	Hold	9,951	–	–	0.68%	45
2021 Q2	$885K	Hold	9,951	–	–	0.69%	47
2021 Q1	$931K	Buy	9,951 +55	+0.6%	+$4.79K	0.8%	38
2020 Q4	$911K	Buy	+9,896	New	+$963K	0.86%	34

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

American State Bank (Iowa)'s WEC Position: Q2 2026 in Review

American State Bank (Iowa) held its WEC Energy (WEC) position steady in Q2 2026 at 9,584 shares worth $1.12M. The position accounts for 0.45% of the portfolio, ranked #66.

American State Bank (Iowa) first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

American State Bank (Iowa) held 9,584 shares of WEC Energy worth $1.12M as of Q2 2026.
American State Bank (Iowa) left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.45% of American State Bank (Iowa)'s portfolio in Q2 2026, its #66 holding.
American State Bank (Iowa) first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.