Equitable Trust’s WEC Energy WEC Stock Holding History

Equitable 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 Q3	$208K	Sell	2,067 -115	-5%	-$12.5K	0.01%	436
2026 Q2	$255K	Buy	2,182 +50	+2%	+$5.7K	0.01%	419
2026 Q1	$247K	Buy	2,132 +71	+3%	+$7.98K	0.01%	433
2025 Q4	$217K	Hold	2,061	–	–	0.01%	426
2025 Q3	$236K	Buy	+2,061	New	+$223K	0.01%	417
2025 Q2	–	Sell	-1,887	Closed	-$206K	–	473
2025 Q1	$206K	Buy	+1,887	New	+$193K	0.01%	453
2022 Q3	–	Sell	-2,000	Closed	-$201K	–	408
2022 Q2	$201K	Buy	+2,000	New	+$203K	0.02%	381
2019 Q4	–	Sell	-2,112	Closed	-$201K	–	295
2019 Q3	$201K	Buy	+2,112	New	+$190K	0.02%	276
2018 Q4	–	Sell	-8,234	Closed	-$550K	–	293
2018 Q3	$550K	Buy	+8,234	New	+$549K	0.06%	192

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Equitable Trust's WEC Position: Q3 2026 in Review

Equitable Trust reduced its WEC Energy (WEC) stake by 5.3% in Q3 2026, selling an estimated $12.5K and leaving 2,067 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #436.

Equitable Trust first reported a position in WEC in Q3 2018 and has held it in 9 quarters since. The position peaked at $550K in Q3 2018. 216 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Equitable Trust held 2,067 shares of WEC Energy worth $208K as of Q3 2026.
Equitable Trust sold 115 WEC Energy shares in Q3 2026, an estimated $12.5K.
WEC Energy made up 0.01% of Equitable Trust's portfolio in Q3 2026, its #436 holding.
Equitable Trust first reported a position in WEC Energy in Q3 2018 and has held it in 9 quarters since.
Equitable Trust's WEC Energy position peaked at $550K in Q3 2018.
216 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.