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

Crews 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
2026
Q2 		$212K Hold
1,814
– – 0.03% 217
2026
Q1 		$210K Hold
1,814
– – 0.03% 209
2025
Q4 		$191K Sell
1,814
-1,256
-41% -$139K 0.03% 223
2025
Q3 		$352K Hold
3,070
– – 0.05% 174
2025
Q2 		$320K Hold
3,070
– – 0.05% 183
2025
Q1 		$335K Hold
3,070
– – 0.06% 173
2024
Q4 		$289K Buy
+3,070
New +$298K 0.05% 186

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

Crews Bank & Trust's WEC Position: Q2 2026 in Review

Crews Bank & Trust held its WEC Energy (WEC) position steady in Q2 2026 at 1,814 shares worth $212K. The position accounts for 0.03% of the portfolio, ranked #217.

Crews Bank & Trust first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Crews Bank & Trust held 1,814 shares of WEC Energy worth $212K as of Q2 2026.
  • Crews Bank & Trust left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of Crews Bank & Trust's portfolio in Q2 2026, its #217 holding.
  • Crews Bank & Trust first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Crews Bank & Trust's WEC Energy position peaked at $352K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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