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Community Bank & Trust (Waco, Texas)’s WEC Energy WEC Stock Holding History

Community Bank & Trust (Waco, Texas)’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 		$229K Hold
1,964
– – 0.04% 156
2026
Q1 		$227K Hold
1,964
– – 0.05% 152
2025
Q4 		$207K Buy
1,964
+96
+5% +$10.6K 0.04% 151
2025
Q3 		$214K Buy
+1,868
New +$202K 0.04% 144
2025
Q2 		– Sell
-1,868
Closed -$204K – 146
2025
Q1 		$204K Buy
+1,868
New +$191K 0.05% 142

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

Community Bank & Trust (Waco, Texas)'s WEC Position: Q2 2026 in Review

Community Bank & Trust (Waco, Texas) held its WEC Energy (WEC) position steady in Q2 2026 at 1,964 shares worth $229K. The position accounts for 0.04% of the portfolio, ranked #156.

Community Bank & Trust (Waco, Texas) first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Community Bank & Trust (Waco, Texas) held 1,964 shares of WEC Energy worth $229K as of Q2 2026.
  • Community Bank & Trust (Waco, Texas) left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Community Bank & Trust (Waco, Texas)'s portfolio in Q2 2026, its #156 holding.
  • Community Bank & Trust (Waco, Texas) first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Community Bank & Trust (Waco, Texas)'s 13F filing for Q2 2026, filed 4 Aug 2026.