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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dorsey & Whitney Trust's WEC Position: Q1 2026 in Review

Dorsey & Whitney Trust increased its WEC Energy (WEC) stake by 8.5% in Q1 2026, buying an estimated $625K and bringing the position to 71,382 shares worth $8.26M. The position accounts for 0.45% of the portfolio, ranked #45.

Dorsey & Whitney Trust first reported a position in WEC in Q2 2023 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Dorsey & Whitney Trust held 71,382 shares of WEC Energy worth $8.26M as of Q1 2026.
  • Dorsey & Whitney Trust bought 5,565 WEC Energy shares in Q1 2026, an estimated $625K.
  • WEC Energy made up 0.45% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #45 holding.
  • Dorsey & Whitney Trust first reported a position in WEC Energy in Q2 2023 and has held it in 9 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.