Essex Savings Bank’s WEC Energy WEC Stock Holding History

Essex Savings Bank’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	$244K	Hold	2,091	–	–	0.05%	277
2026 Q1	$242K	Sell	2,091 -1	-0%	-$112	0.05%	264
2025 Q4	$221K	Sell	2,092 -160	-7%	-$17.7K	0.05%	289
2025 Q3	$258K	Buy	2,252 +6	+0.3%	+$650	0.06%	255
2025 Q2	$234K	Hold	2,246	–	–	0.06%	269
2025 Q1	$245K	Sell	2,246 -3	-0.1%	-$306	0.06%	253
2024 Q4	$211K	Buy	+2,249	New	+$218K	0.05%	281
2019 Q3	–	Sell	-199	Closed	-$17K	–	607
2019 Q2	$17K	Sell	199 -21	-10%	-$1.68K	0.01%	596
2019 Q1	$17K	Sell	220 -27	-11%	-$2K	0.01%	448
2018 Q4	$17K	Buy	+247	New	+$17.3K	0.01%	449

Other funds holding WEC

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

CNAM

Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Essex Savings Bank's WEC Position: Q2 2026 in Review

Essex Savings Bank held its WEC Energy (WEC) position steady in Q2 2026 at 2,091 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #277.

Essex Savings Bank first reported a position in WEC in Q4 2018 and has held it in 10 quarters since. The position peaked at $258K in Q3 2025. 553 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Essex Savings Bank held 2,091 shares of WEC Energy worth $244K as of Q2 2026.
Essex Savings Bank left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.05% of Essex Savings Bank's portfolio in Q2 2026, its #277 holding.
Essex Savings Bank first reported a position in WEC Energy in Q4 2018 and has held it in 10 quarters since.
Essex Savings Bank's WEC Energy position peaked at $258K in Q3 2025.
553 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.