Arbor Trust Wealth Advisors’s WEC Energy WEC Stock Holding History

Arbor Trust Wealth Advisors’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	$361K	Hold	3,120	–	–	0.16%	69
2025 Q4	$329K	Buy	+3,120	New	+$345K	0.14%	71

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

Arbor Trust Wealth Advisors's WEC Position: Q1 2026 in Review

Arbor Trust Wealth Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 3,120 shares worth $361K. The position accounts for 0.16% of the portfolio, ranked #69.

Arbor Trust Wealth Advisors first reported a position in WEC in Q4 2025 and has held it in 2 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Arbor Trust Wealth Advisors held 3,120 shares of WEC Energy worth $361K as of Q1 2026.
Arbor Trust Wealth Advisors left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.16% of Arbor Trust Wealth Advisors's portfolio in Q1 2026, its #69 holding.
Arbor Trust Wealth Advisors first reported a position in WEC Energy in Q4 2025 and has held it in 2 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Arbor Trust Wealth Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.