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Bank of Jackson Hole Trust’s WEC Energy WEC Stock Holding History

Bank of Jackson Hole 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 		– Sell
-733
Closed -$84.9K – 476
2026
Q1 		$84.9K Buy
733
+101
+16% +$11.3K 0.04% 201
2025
Q4 		$66.7K Hold
632
– – 0.03% 216
2025
Q3 		$72.4K Hold
632
– – 0.04% 207
2025
Q2 		$65.9K Hold
632
– – 0.04% 212
2025
Q1 		$67.4K Hold
632
– – 0.04% 205
2024
Q4 		$59.4K Buy
+632
New +$61.3K 0.04% 205

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of Jackson Hole Trust's WEC Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 733 shares — an estimated $84.9K sold.

Bank of Jackson Hole Trust first reported a position in WEC in Q4 2024 and held it in 6 quarters. The position peaked at $84.9K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 733 WEC Energy shares in Q2 2026, an estimated $84.9K.
  • Bank of Jackson Hole Trust first reported a position in WEC Energy in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's WEC Energy position peaked at $84.9K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.