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 Q2	$255K	Buy	2,182 +50	+2%	+$5.71K	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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Equitable Trust's WEC Position: Q2 2026 in Review

Equitable Trust increased its WEC Energy (WEC) stake by 2.3% in Q2 2026, buying an estimated $5.71K and bringing the position to 2,182 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #419.

Equitable Trust first reported a position in WEC in Q3 2018 and has held it in 8 quarters since. The position peaked at $550K in Q3 2018. 1,405 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Equitable Trust held 2,182 shares of WEC Energy worth $255K as of Q2 2026.
Equitable Trust bought 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
WEC Energy made up 0.01% of Equitable Trust's portfolio in Q2 2026, its #419 holding.
Equitable Trust first reported a position in WEC Energy in Q3 2018 and has held it in 8 quarters since.
Equitable Trust's WEC Energy position peaked at $550K in Q3 2018.
1,405 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.