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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
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 		$9.52M 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

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

Boston Trust Walden's WEC Position: Q2 2026 in Review

Boston Trust Walden reduced its WEC Energy (WEC) stake by 8.6% in Q2 2026, selling an estimated $1.92M and leaving 178,268 shares worth $20.8M. The position accounts for 0.16% of the portfolio, ranked #176.

Boston Trust Walden first reported a position in WEC in Q4 2013 and has held it in 27 quarters since. The position peaked at $23.2M in Q3 2025. 1,408 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Boston Trust Walden held 178,268 shares of WEC Energy worth $20.8M as of Q2 2026.
  • Boston Trust Walden sold 16,864 WEC Energy shares in Q2 2026, an estimated $1.92M.
  • WEC Energy made up 0.16% of Boston Trust Walden's portfolio in Q2 2026, its #176 holding.
  • Boston Trust Walden first reported a position in WEC Energy in Q4 2013 and has held it in 27 quarters since.
  • Boston Trust Walden's WEC Energy position peaked at $23.2M in Q3 2025.
  • 1,408 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.