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Dorsey & Whitney Trust’s WEC Energy WEC Stock Holding History

Dorsey & Whitney 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 		$8.32M Sell
71,275
-107
-0.1% -$12.2K 0.41% 54
2026
Q1 		$8.26M Buy
71,382
+5,565
+8% +$625K 0.45% 45
2025
Q4 		$6.94M Buy
65,817
+5,484
+9% +$607K 0.37% 60
2025
Q3 		$6.91M Buy
60,333
+19,552
+48% +$2.12M 0.37% 62
2025
Q2 		$4.25M Buy
40,781
+11,729
+40% +$1.25M 0.22% 99
2025
Q1 		$3.17M Buy
29,052
+18,982
+189% +$1.94M 0.18% 116
2024
Q4 		$947K Buy
10,070
+7,187
+249% +$697K 0.05% 273
2024
Q3 		$277K Buy
+2,883
New +$255K 0.01% 543
2023
Q4 		– Sell
-4,555
Closed -$367K – 637
2023
Q3 		$367K Buy
4,555
+374
+9% +$32.5K 0.03% 377
2023
Q2 		$369K Buy
+4,181
New +$386K 0.03% 391

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

Dorsey & Whitney Trust's WEC Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its WEC Energy (WEC) stake by 0.15% in Q2 2026, selling an estimated $12.2K and leaving 71,275 shares worth $8.32M. The position accounts for 0.41% of the portfolio, ranked #54.

Dorsey & Whitney Trust first reported a position in WEC in Q2 2023 and has held it in 10 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Dorsey & Whitney Trust held 71,275 shares of WEC Energy worth $8.32M as of Q2 2026.
  • Dorsey & Whitney Trust sold 107 WEC Energy shares in Q2 2026, an estimated $12.2K.
  • WEC Energy made up 0.41% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #54 holding.
  • Dorsey & Whitney Trust first reported a position in WEC Energy in Q2 2023 and has held it in 10 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.