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Chicago Trust’s WEC Energy WEC Stock Holding History

Chicago Trust’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 		$835K Sell
7,154
-60
-0.8% -$6.85K 0.12% 170
2026
Q1 		$835K Sell
7,214
-289
-4% -$32.5K 0.13% 152
2025
Q4 		$791K Sell
7,503
-115
-2% -$12.7K 0.12% 158
2025
Q3 		$873K Buy
7,618
+5
+0.1% +$542 0.12% 152
2025
Q2 		$793K Buy
7,613
+1,965
+35% +$209K 0.11% 162
2025
Q1 		$616K Buy
5,648
+89
+2% +$9.09K 0.11% 172
2024
Q4 		$523K Buy
5,559
+56
+1% +$5.43K 0.09% 196
2024
Q3 		$529K Sell
5,503
-3,156
-36% -$280K 0.09% 201
2024
Q2 		$679K Buy
8,659
+300
+4% +$24.4K 0.14% 137
2024
Q1 		$686K Hold
8,359
– – 0.14% 145
2023
Q4 		$704K Sell
8,359
-713
-8% -$58.7K 0.16% 141
2023
Q3 		$731K Buy
9,072
+173
+2% +$15K 0.18% 136
2023
Q2 		$785K Sell
8,899
-7
-0.1% -$647 0.19% 133
2023
Q1 		$844K Buy
8,906
+1,800
+25% +$167K 0.21% 125
2022
Q4 		$666K Buy
7,106
+500
+8% +$46.2K 0.17% 143
2022
Q3 		$591K Sell
6,606
-261
-4% -$26.7K 0.15% 151
2022
Q2 		$691K Buy
6,867
+163
+2% +$16.5K 0.17% 135
2022
Q1 		$669K Buy
6,704
+215
+3% +$20.3K 0.14% 149
2021
Q4 		$630K Buy
6,489
+477
+8% +$43.6K 0.13% 176
2021
Q3 		$530K Buy
6,012
+1,497
+33% +$140K 0.12% 188
2021
Q2 		$402K Sell
4,515
-3,973
-47% -$374K 0.1% 206
2021
Q1 		$794K Buy
8,488
+1,661
+24% +$145K 0.27% 101
2020
Q4 		$629K Buy
6,827
+9
+0.1% +$876 0.22% 115
2020
Q3 		$661K Sell
6,818
-712
-9% -$66.3K 0.28% 100
2020
Q2 		$660K Hold
7,530
– – 0.29% 95
2020
Q1 		$663K Sell
7,530
-65
-0.9% -$6.25K 0.34% 83
2019
Q4 		$701K Buy
7,595
+2,393
+46% +$218K 0.29% 95
2019
Q3 		$495K Buy
+5,202
New +$469K 0.21% 111

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chicago Trust's WEC Position: Q2 2026 in Review

Chicago Trust reduced its WEC Energy (WEC) stake by 0.83% in Q2 2026, selling an estimated $6.85K and leaving 7,154 shares worth $835K. The position accounts for 0.12% of the portfolio, ranked #170.

Chicago Trust first reported a position in WEC in Q3 2019 and has held it in 28 quarters since. The position peaked at $873K in Q3 2025. 274 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Chicago Trust held 7,154 shares of WEC Energy worth $835K as of Q2 2026.
  • Chicago Trust sold 60 WEC Energy shares in Q2 2026, an estimated $6.85K.
  • WEC Energy made up 0.12% of Chicago Trust's portfolio in Q2 2026, its #170 holding.
  • Chicago Trust first reported a position in WEC Energy in Q3 2019 and has held it in 28 quarters since.
  • Chicago Trust's WEC Energy position peaked at $873K in Q3 2025.
  • 274 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.