Atlantic Union Bankshares’s WEC Energy WEC Stock Holding History

Atlantic Union Bankshares’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	$370K	Buy	3,170 +528	+20%	+$60.2K	0.01%	521
2026 Q1	$306K	Buy	2,642 +324	+14%	+$36.4K	0.01%	523
2025 Q4	$244K	Sell	2,318 -40	-2%	-$4.43K	﹤0.01%	555
2025 Q3	$270K	Buy	2,358 +1,618	+219%	+$175K	0.01%	552
2025 Q2	$77.1K	Buy	+740	New	+$78.7K	﹤0.01%	597
2015 Q2	–	Sell	-5,400	Closed	-$267K	–	128
2015 Q1	$267K	Hold	5,400	–	–	0.12%	112
2014 Q4	$285K	Hold	5,400	–	–	0.13%	115
2014 Q3	$233K	Hold	5,400	–	–	0.11%	119
2014 Q2	$253K	Buy	5,400 +4,200	+350%	+$195K	0.12%	116
2014 Q1	$48K	Buy	+1,200	New	+$51.7K	0.02%	138

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atlantic Union Bankshares's WEC Position: Q2 2026 in Review

Atlantic Union Bankshares increased its WEC Energy (WEC) stake by 20% in Q2 2026, buying an estimated $60.2K and bringing the position to 3,170 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #521.

Atlantic Union Bankshares first reported a position in WEC in Q1 2014 and has held it in 10 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Atlantic Union Bankshares held 3,170 shares of WEC Energy worth $370K as of Q2 2026.
Atlantic Union Bankshares bought 528 WEC Energy shares in Q2 2026, an estimated $60.2K.
WEC Energy made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #521 holding.
Atlantic Union Bankshares first reported a position in WEC Energy in Q1 2014 and has held it in 10 quarters since.
1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.