Community Financial Services Group’s WEC Energy WEC Stock Holding History

Community Financial Services Group’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	$17.8K	Hold	153	–	–	﹤0.01%	320
2026 Q1	$17.8K	Buy	+153	New	+$17.2K	﹤0.01%	269
2024 Q2	–	Sell	-11,238	Closed	-$923K	–	141
2024 Q1	$923K	Buy	+11,238	New	+$904K	0.21%	84
2015 Q4	–	Sell	-1,193	Closed	-$62K	–	227
2015 Q3	$62K	Hold	1,193	–	–	0.03%	111
2015 Q2	$54K	Buy	1,193 +283	+31%	+$13.6K	0.03%	127
2015 Q1	$45K	Buy	910 +10	+1%	+$523	0.02%	137
2014 Q4	$47K	Hold	900	–	–	0.02%	134
2014 Q3	$39K	Hold	900	–	–	0.02%	137
2014 Q2	$42K	Hold	900	–	–	0.02%	125
2014 Q1	$42K	Buy	+900	New	+$38.8K	0.02%	122
2013 Q4	–	Sell	-900	Closed	-$36K	–	192
2013 Q3	$36K	Hold	900	–	–	0.02%	124
2013 Q2	$37K	Buy	+900	New	+$38.2K	0.02%	123

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Community Financial Services Group's WEC Position: Q2 2026 in Review

Community Financial Services Group held its WEC Energy (WEC) position steady in Q2 2026 at 153 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Community Financial Services Group first reported a position in WEC in Q2 2013 and has held it in 12 quarters since. The position peaked at $923K in Q1 2024. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Community Financial Services Group held 153 shares of WEC Energy worth $17.8K as of Q2 2026.
Community Financial Services Group left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #320 holding.
Community Financial Services Group first reported a position in WEC Energy in Q2 2013 and has held it in 12 quarters since.
Community Financial Services Group's WEC Energy position peaked at $923K in Q1 2024.
1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.