Boston Trust Walden
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Boston Trust Walden’s WEC Energy WEC Stock Holding History

Boston Trust Walden’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
Q3 		$15M Sell
148,466
-29,802
-17% -$3.24M 0.12% 186
2026
Q2 		$20.8M Sell
178,268
-16,864
-9% -$1.92M 0.16% 176
2026
Q1 		$22.6M Sell
195,132
-2,766
-1% -$311K 0.19% 172
2025
Q4 		$20.9M Sell
197,898
-4,690
-2% -$519K 0.16% 178
2025
Q3 		$23.2M Buy
202,588
+60,667
+43% +$6.58M 0.17% 171
2025
Q2 		$14.8M Buy
141,921
+16,655
+13% +$1.77M 0.11% 190
2025
Q1 		$13.7M Buy
125,266
+9,120
+8% +$931K 0.1% 193
2024
Q4 		$10.9M Sell
116,146
-575
-0.5% -$55.8K 0.08% 198
2024
Q3 		$11.2M Buy
116,721
+175
+0.2% +$15.5K 0.08% 197
2024
Q2 		$9.14M Buy
116,546
+645
+0.6% +$52.4K 0.07% 200
2024
Q1 		$9.5M Buy
+115,901
New +$9.32M 0.07% 199
2018
Q1 		– Sell
-14,130
Closed -$938K – 391
2017
Q4 		$938K Sell
14,130
-75
-0.5% -$5.03K 0.01% 306
2017
Q3 		$892K Sell
14,205
-10
-0.1% -$638 0.01% 309
2017
Q2 		$872K Buy
14,215
+1,102
+8% +$68.1K 0.01% 302
2017
Q1 		$795K Hold
13,113
– – 0.01% 299
2016
Q4 		$769K Hold
13,113
– – 0.01% 302
2016
Q3 		$785K Hold
13,113
– – 0.01% 299
2016
Q2 		$857K Buy
13,113
+163
+1% +$9.8K 0.01% 294
2016
Q1 		$778K Sell
12,950
-225
-2% -$12.6K 0.01% 301
2015
Q4 		$676K Hold
13,175
– – 0.01% 300
2015
Q3 		$688K Buy
13,175
+50
+0.4% +$2.43K 0.01% 308
2015
Q2 		$590K Buy
13,125
+5,625
+75% +$270K 0.01% 307
2015
Q1 		$371K Hold
7,500
– – 0.01% 321
2014
Q4 		$396K Hold
7,500
– – 0.01% 321
2014
Q3 		$322K Hold
7,500
– – 0.01% 324
2014
Q2 		$352K Hold
7,500
– – 0.01% 314
2014
Q1 		$349K Hold
7,500
– – 0.01% 294
2013
Q4 		$310K Buy
+7,500
New +$311K ﹤0.01% 311

Other funds holding WEC

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Boston Trust Walden's WEC Position: Q3 2026 in Review

Boston Trust Walden reduced its WEC Energy (WEC) stake by 17% in Q3 2026, selling an estimated $3.24M and leaving 148,466 shares worth $15M. The position accounts for 0.12% of the portfolio, ranked #186.

Boston Trust Walden first reported a position in WEC in Q4 2013 and has held it in 28 quarters since. The position peaked at $23.2M in Q3 2025. 857 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Boston Trust Walden held 148,466 shares of WEC Energy worth $15M as of Q3 2026.
  • Boston Trust Walden sold 29,802 WEC Energy shares in Q3 2026, an estimated $3.24M.
  • WEC Energy made up 0.12% of Boston Trust Walden's portfolio in Q3 2026, its #186 holding.
  • Boston Trust Walden first reported a position in WEC Energy in Q4 2013 and has held it in 28 quarters since.
  • Boston Trust Walden's WEC Energy position peaked at $23.2M in Q3 2025.
  • 857 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Boston Trust Walden's 13F filing for Q3 2026, filed 30 Oct 2026.