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AMG National Trust Bank’s WEC Energy WEC Stock Holding History

AMG National Trust 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
Q2 		$297K Buy
2,546
+113
+5% +$12.9K 0.01% 390
2026
Q1 		$282K Buy
2,433
+308
+14% +$34.6K 0.01% 430
2025
Q4 		$224K Buy
2,125
+6
+0.3% +$664 0.01% 433
2025
Q3 		$243K Hold
2,119
– – 0.01% 422
2025
Q2 		$221K Hold
2,119
– – 0.01% 429
2025
Q1 		$231K Buy
+2,119
New +$216K 0.01% 408
2024
Q4 		– Sell
-2,119
Closed -$204K – 470
2024
Q3 		$204K Buy
+2,119
New +$188K 0.01% 431
2023
Q3 		– Sell
-2,355
Closed -$208K – 455
2023
Q2 		$208K Hold
2,355
– – 0.01% 422
2023
Q1 		$223K Buy
+2,355
New +$218K 0.01% 427

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AMG National Trust Bank's WEC Position: Q2 2026 in Review

AMG National Trust Bank increased its WEC Energy (WEC) stake by 4.6% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,546 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #390.

AMG National Trust Bank first reported a position in WEC in Q1 2023 and has held it in 9 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • AMG National Trust Bank held 2,546 shares of WEC Energy worth $297K as of Q2 2026.
  • AMG National Trust Bank bought 113 WEC Energy shares in Q2 2026, an estimated $12.9K.
  • WEC Energy made up 0.01% of AMG National Trust Bank's portfolio in Q2 2026, its #390 holding.
  • AMG National Trust Bank first reported a position in WEC Energy in Q1 2023 and has held it in 9 quarters since.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on AMG National Trust Bank's 13F filing for Q2 2026, filed 7 Aug 2026.