Bank & Trust Company’s WEC Energy WEC Stock Holding History

Bank & Trust Company’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	$1.09M	Sell	9,365 -151	-2%	-$17.2K	0.69%	42
2026 Q1	$1.1M	Hold	9,516	–	–	0.74%	41
2025 Q4	$1M	Buy	9,516 +284	+3%	+$31.4K	0.71%	43
2025 Q3	$1.06M	Hold	9,232	–	–	0.78%	39
2025 Q2	$962K	Sell	9,232 -42	-0.5%	-$4.47K	0.76%	41
2025 Q1	$1.01M	Sell	9,274 -76	-0.8%	-$7.76K	0.82%	37
2024 Q4	$879K	Sell	9,350 -183	-2%	-$17.7K	0.74%	41
2024 Q3	$917K	Hold	9,533	–	–	0.74%	39
2024 Q2	$748K	Buy	+9,533	New	+$774K	0.63%	42

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 & Trust Company's WEC Position: Q2 2026 in Review

Bank & Trust Company reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $17.2K and leaving 9,365 shares worth $1.09M. The position accounts for 0.69% of the portfolio, ranked #42.

Bank & Trust Company first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.1M in Q1 2026. 594 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Bank & Trust Company held 9,365 shares of WEC Energy worth $1.09M as of Q2 2026.
Bank & Trust Company sold 151 WEC Energy shares in Q2 2026, an estimated $17.2K.
WEC Energy made up 0.69% of Bank & Trust Company's portfolio in Q2 2026, its #42 holding.
Bank & Trust Company first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
Bank & Trust Company's WEC Energy position peaked at $1.1M in Q1 2026.
594 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Bank & Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.