Bank of Montreal
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Bank of Montreal’s WEC Energy WEC Stock Holding History

Bank of Montreal’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
2013
Q3 		– Sell
-55,000
Closed -$2.25M – 3956
2013
Q2 		$2.25M Buy
+55,000
New +$2.33M ﹤0.01% 1045

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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

Bank of Montreal's WEC Position: Q2 2026 in Review

Bank of Montreal reduced its WEC Energy (WEC) stake by 0.05% in Q2 2026, selling an estimated $36.1K and leaving 578,191 shares worth $67.5M. The position accounts for 0.02% of the portfolio, ranked #506.

Bank of Montreal first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $81.2M in Q4 2022. 1,065 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Bank of Montreal held 578,191 shares of WEC Energy worth $67.5M as of Q2 2026.
  • Bank of Montreal sold 316 WEC Energy shares in Q2 2026, an estimated $36.1K.
  • WEC Energy made up 0.02% of Bank of Montreal's portfolio in Q2 2026, its #506 holding.
  • Bank of Montreal first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • Bank of Montreal's WEC Energy position peaked at $81.2M in Q4 2022.
  • 1,065 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.