CoreFirst Bank & Trust’s WEC Energy WEC Stock Holding History

CoreFirst Bank & 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
2025 Q4	–	Sell	-245	Closed	-$28.1K	–	346
2025 Q3	$28.1K	Hold	245	–	–	0.02%	239
2025 Q2	$25.5K	Buy	+245	New	+$26.1K	0.01%	247
2025 Q1	–	Sell	-245	Closed	-$23K	–	340
2024 Q4	$23K	Hold	245	–	–	0.01%	257
2024 Q3	$23.6K	Buy	+245	New	+$21.7K	0.01%	253
2024 Q2	–	Sell	-245	Closed	-$20.1K	–	343
2024 Q1	$20.1K	Hold	245	–	–	0.01%	273
2023 Q4	$20.6K	Hold	245	–	–	0.01%	271
2023 Q3	$19.7K	Hold	245	–	–	0.01%	288
2023 Q2	$21.6K	Hold	245	–	–	0.02%	270
2023 Q1	$23.2K	Hold	245	–	–	0.02%	270
2022 Q4	$23K	Hold	245	–	–	0.02%	289
2022 Q3	$22K	Hold	245	–	–	0.02%	278
2022 Q2	$25K	Buy	+245	New	+$24.8K	0.02%	272

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

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

CoreFirst Bank & Trust's WEC Position: Q4 2025 in Review

CoreFirst Bank & Trust sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 245 shares — an estimated $28.1K sold.

CoreFirst Bank & Trust first reported a position in WEC in Q2 2022 and held it in 12 quarters. The position peaked at $28.1K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

CoreFirst Bank & Trust reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
CoreFirst Bank & Trust sold 245 WEC Energy shares in Q4 2025, an estimated $28.1K.
CoreFirst Bank & Trust first reported a position in WEC Energy in Q2 2022 and held it in 12 quarters.
CoreFirst Bank & Trust's WEC Energy position peaked at $28.1K in Q3 2025.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on CoreFirst Bank & Trust's 13F filing for Q4 2025, filed 11 Feb 2026.