Bank of Stockton’s WEC Energy WEC Stock Holding History

Bank of Stockton’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	$348K	Hold	2,982	–	–	0.1%	112
2026 Q1	$345K	Hold	2,982	–	–	0.11%	113
2025 Q4	$314K	Hold	2,982	–	–	0.09%	115
2025 Q3	$342K	Hold	2,982	–	–	0.1%	108
2025 Q2	$311K	Hold	2,982	–	–	0.09%	116
2025 Q1	$325K	Hold	2,982	–	–	0.1%	115
2024 Q4	$280K	Hold	2,982	–	–	0.09%	125
2024 Q3	$287K	Hold	2,982	–	–	0.09%	125
2024 Q2	$234K	Hold	2,982	–	–	0.07%	124
2024 Q1	$245K	Hold	2,982	–	–	0.08%	119
2023 Q4	$239K	Hold	2,982	–	–	0.08%	116
2023 Q3	$248K	Sell	2,982 -350	-11%	-$30.4K	0.09%	106
2023 Q2	$294K	Hold	3,332	–	–	0.1%	98
2023 Q1	$316K	Hold	3,332	–	–	0.11%	94
2022 Q4	$312K	Hold	3,332	–	–	0.11%	97
2022 Q3	$298K	Sell	3,332 -300	-8%	-$30.6K	0.12%	97
2022 Q2	$365K	Hold	3,632	–	–	0.14%	85
2022 Q1	$362K	Hold	3,632	–	–	0.11%	93
2021 Q4	$352K	Sell	3,632 -300	-8%	-$27.4K	0.1%	100
2021 Q3	$347K	Hold	3,932	–	–	0.11%	100
2021 Q2	$350K	Hold	3,932	–	–	0.11%	101
2021 Q1	$367K	Hold	3,932	–	–	0.12%	96
2020 Q4	$360K	Sell	3,932 -100	-2%	-$9.73K	0.14%	91
2020 Q3	$390K	Sell	4,032 -25	-0.6%	-$2.33K	0.16%	84
2020 Q2	$354K	Sell	4,057 -150	-4%	-$13.5K	0.15%	92
2020 Q1	$369K	Hold	4,207	–	–	0.2%	74
2019 Q4	$388K	Sell	4,207 -25	-0.6%	-$2.28K	0.16%	86
2019 Q3	$401K	Hold	4,232	–	–	0.18%	84
2019 Q2	$352K	Hold	4,232	–	–	0.18%	88
2019 Q1	$334K	Buy	4,232 +247	+6%	+$18.3K	0.17%	87
2018 Q4	$276K	Hold	3,985	–	–	0.17%	86
2018 Q3	$266K	Sell	3,985 -15	-0.4%	-$1K	0.13%	91
2018 Q2	$258K	Hold	4,000	–	–	0.14%	91
2018 Q1	$250K	Hold	4,000	–	–	0.1%	97
2017 Q4	$265K	Sell	4,000 -140	-3%	-$9.39K	0.11%	100
2017 Q3	$259K	Hold	4,140	–	–	0.12%	89
2017 Q2	$254K	Hold	4,140	–	–	0.12%	89
2017 Q1	$251K	Hold	4,140	–	–	0.11%	91
2016 Q4	$243K	Hold	4,140	–	–	0.12%	89
2016 Q3	$248K	Hold	4,140	–	–	0.12%	91
2016 Q2	$270K	Hold	4,140	–	–	0.14%	85
2016 Q1	$249K	Hold	4,140	–	–	0.14%	106
2015 Q4	$212K	Hold	4,140	–	–	0.12%	96
2015 Q3	$216K	Buy	+4,140	New	+$201K	0.13%	93
2015 Q2	–	Sell	-4,685	Closed	-$232K	–	107
2015 Q1	$232K	Hold	4,685	–	–	0.13%	98
2014 Q4	$247K	Buy	+4,685	New	+$230K	0.14%	94
2014 Q1	–	Sell	-5,200	Closed	-$215K	–	109
2013 Q4	$215K	Hold	5,200	–	–	0.13%	103
2013 Q3	$210K	Hold	5,200	–	–	0.15%	104
2013 Q2	$213K	Buy	+5,200	New	+$221K	0.17%	104

Other funds holding WEC

CIM

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

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

Bank of Stockton held its WEC Energy (WEC) position steady in Q2 2026 at 2,982 shares worth $348K. The position accounts for 0.1% of the portfolio, ranked #112.

Bank of Stockton first reported a position in WEC in Q2 2013 and has held it in 49 quarters since. The position peaked at $401K in Q3 2019. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bank of Stockton held 2,982 shares of WEC Energy worth $348K as of Q2 2026.
Bank of Stockton left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.1% of Bank of Stockton's portfolio in Q2 2026, its #112 holding.
Bank of Stockton first reported a position in WEC Energy in Q2 2013 and has held it in 49 quarters since.
Bank of Stockton's WEC Energy position peaked at $401K in Q3 2019.
595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.