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Arlington Trust’s WEC Energy WEC Stock Holding History

Arlington Trust’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 		$1.99K Sell
17
-100
-85% -$11.4K ﹤0.01% 661
2026
Q1 		$13.5K Buy
+117
New +$13.1K ﹤0.01% 387
2024
Q1 		– Sell
-30
Closed -$2.52K – 892
2023
Q4 		$2.52K Buy
+30
New +$2.47K ﹤0.01% 590

Other funds holding WEC

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

Arlington Trust's WEC Position: Q2 2026 in Review

Arlington Trust reduced its WEC Energy (WEC) stake by 85% in Q2 2026, selling an estimated $11.4K and leaving 17 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Arlington Trust first reported a position in WEC in Q4 2023 and has held it in 3 quarters since. The position peaked at $13.5K in Q1 2026. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Arlington Trust held 17 shares of WEC Energy worth $1.99K as of Q2 2026.
  • Arlington Trust sold 100 WEC Energy shares in Q2 2026, an estimated $11.4K.
  • WEC Energy made up ﹤0.01% of Arlington Trust's portfolio in Q2 2026, its #661 holding.
  • Arlington Trust first reported a position in WEC Energy in Q4 2023 and has held it in 3 quarters since.
  • Arlington Trust's WEC Energy position peaked at $13.5K in Q1 2026.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Arlington Trust's 13F filing for Q2 2026, filed 7 Jul 2026.