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Blue Trust Inc’s WEC Energy WEC Stock Holding History

Blue Trust Inc’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 		$1.25M Sell
10,717
-634
-6% -$72.3K 0.01% 253
2026
Q1 		$1.31M Sell
11,351
-4,776
-30% -$537K 0.02% 244
2025
Q4 		$1.7M Sell
16,127
-1,321
-8% -$146K 0.02% 208
2025
Q3 		$2M Buy
17,448
+607
+4% +$65.8K 0.02% 184
2025
Q2 		$1.75M Buy
16,841
+1,526
+10% +$162K 0.02% 190
2025
Q1 		$1.67M Buy
15,315
+2,102
+16% +$215K 0.02% 179
2024
Q4 		$1.24M Buy
13,213
+699
+6% +$67.8K 0.02% 207
2024
Q3 		$982K Buy
12,514
+2,120
+20% +$188K 0.01% 278
2024
Q2 		$854K Buy
10,394
+1,425
+16% +$116K 0.01% 240
2024
Q1 		$737K Buy
8,969
+1,425
+19% +$115K 0.01% 220
2023
Q4 		$607K Buy
7,544
+781
+12% +$64.3K 0.01% 216
2023
Q3 		$597K Buy
6,763
+2,263
+50% +$197K 0.01% 224
2023
Q2 		$427K Sell
4,500
-6,138
-58% -$567K 0.01% 250
2023
Q1 		$998K Buy
10,638
+546
+5% +$50.6K 0.02% 191
2022
Q4 		$903K Buy
10,092
+3,071
+44% +$284K 0.02% 185
2022
Q3 		$707K Buy
7,021
+659
+10% +$67.3K 0.01% 173
2022
Q2 		$635K Buy
+6,362
New +$645K 0.01% 169

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

Blue Trust Inc's WEC Position: Q2 2026 in Review

Blue Trust Inc reduced its WEC Energy (WEC) stake by 5.6% in Q2 2026, selling an estimated $72.3K and leaving 10,717 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #253.

Blue Trust Inc first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $2M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Blue Trust Inc held 10,717 shares of WEC Energy worth $1.25M as of Q2 2026.
  • Blue Trust Inc sold 634 WEC Energy shares in Q2 2026, an estimated $72.3K.
  • WEC Energy made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #253 holding.
  • Blue Trust Inc first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's WEC Energy position peaked at $2M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.