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City State Bank’s WEC Energy WEC Stock Holding History

City State Bank’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 		$641K Sell
5,492
-88
-2% -$10K 0.15% 117
2026
Q1 		$646K Sell
5,580
-12
-0.2% -$1.35K 0.17% 107
2025
Q4 		$590K Buy
5,592
+77
+1% +$8.53K 0.16% 112
2025
Q3 		$632K Sell
5,515
-153
-3% -$16.6K 0.18% 110
2025
Q2 		$591K Sell
5,668
-228
-4% -$24.3K 0.19% 108
2025
Q1 		$643K Sell
5,896
-100
-2% -$10.2K 0.21% 99
2024
Q4 		$564K Sell
5,996
-257
-4% -$24.9K 0.2% 108
2024
Q3 		$601K Buy
6,253
+300
+5% +$26.6K 0.22% 97
2024
Q2 		$467K Hold
5,953
– – 0.19% 113
2024
Q1 		$489K Sell
5,953
-291
-5% -$23.4K 0.22% 106
2023
Q4 		$526K Sell
6,244
-114
-2% -$9.39K 0.26% 90
2023
Q3 		$512K Hold
6,358
– – 0.28% 86
2023
Q2 		$561K Hold
6,358
– – 0.3% 78
2023
Q1 		$603K Sell
6,358
-164
-3% -$15.2K 0.34% 72
2022
Q4 		$612K Buy
6,522
+100
+2% +$9.24K 0.38% 74
2022
Q3 		$574K Sell
6,422
-163
-2% -$16.7K 0.4% 64
2022
Q2 		$663K Buy
6,585
+100
+2% +$10.1K 0.46% 60
2022
Q1 		$647K Buy
6,485
+25
+0.4% +$2.36K 0.39% 69
2021
Q4 		$627K Buy
+6,460
New +$591K 0.39% 73

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
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
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
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
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

City State Bank's WEC Position: Q2 2026 in Review

City State Bank reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $10K and leaving 5,492 shares worth $641K. The position accounts for 0.15% of the portfolio, ranked #117.

City State Bank first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $663K in Q2 2022. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • City State Bank held 5,492 shares of WEC Energy worth $641K as of Q2 2026.
  • City State Bank sold 88 WEC Energy shares in Q2 2026, an estimated $10K.
  • WEC Energy made up 0.15% of City State Bank's portfolio in Q2 2026, its #117 holding.
  • City State Bank first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • City State Bank's WEC Energy position peaked at $663K in Q2 2022.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on City State Bank's 13F filing for Q2 2026, filed 14 Jul 2026.