Fiduciary Trust’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $678K | Buy |
5,802
+843
| +17% | +$96.2K | 0.01% | 513 |
|
|
2026
Q1 | $574K | Sell |
4,959
-5,576
| -53% | -$626K | 0.01% | 538 |
|
|
2025
Q4 | $1.11M | Sell |
10,535
-58
| -0.5% | -$6.42K | 0.01% | 393 |
|
|
2025
Q3 | $1.21M | Buy |
10,593
+267
| +3% | +$28.9K | 0.01% | 378 |
|
|
2025
Q2 | $1.08M | Sell |
10,326
-791
| -7% | -$84.2K | 0.01% | 391 |
|
|
2025
Q1 | $1.21M | Buy |
11,117
+1,165
| +12% | +$119K | 0.02% | 349 |
|
|
2024
Q4 | $936K | Buy |
9,952
+1,509
| +18% | +$146K | 0.01% | 369 |
|
|
2024
Q3 | $812K | Sell |
8,443
-870
| -9% | -$77.1K | 0.01% | 400 |
|
|
2024
Q2 | $731K | Sell |
9,313
-100
| -1% | -$8.12K | 0.01% | 385 |
|
|
2024
Q1 | $773K | Sell |
9,413
-295
| -3% | -$23.7K | 0.01% | 387 |
|
|
2023
Q4 | $817K | Hold |
9,708
| – | – | 0.01% | 372 |
|
|
2023
Q3 | $782K | Hold |
9,708
| – | – | 0.01% | 353 |
|
|
2023
Q2 | $857K | Sell |
9,708
-578
| -6% | -$53.4K | 0.02% | 353 |
|
|
2023
Q1 | $975K | Hold |
10,286
| – | – | 0.02% | 332 |
|
|
2022
Q4 | $964K | Hold |
10,286
| – | – | 0.02% | 344 |
|
|
2022
Q3 | $919K | Hold |
10,286
| – | – | 0.02% | 340 |
|
|
2022
Q2 | $1.03M | Buy |
10,286
+385
| +4% | +$39K | 0.02% | 323 |
|
|
2022
Q1 | $988K | Buy |
9,901
+1,200
| +14% | +$113K | 0.02% | 352 |
|
|
2021
Q4 | $845K | Hold |
8,701
| – | – | 0.01% | 374 |
|
|
2021
Q3 | $768K | Sell |
8,701
-21
| -0.2% | -$1.97K | 0.01% | 385 |
|
|
2021
Q2 | $775K | Sell |
8,722
-4,761
| -35% | -$448K | 0.02% | 378 |
|
|
2021
Q1 | $1.26M | Sell |
13,483
-493
| -4% | -$43K | 0.03% | 297 |
|
|
2020
Q4 | $1.29M | Sell |
13,976
-100
| -0.7% | -$9.73K | 0.03% | 289 |
|
|
2020
Q3 | $1.36M | Sell |
14,076
-109
| -0.8% | -$10.2K | 0.03% | 258 |
|
|
2020
Q2 | $1.24M | Sell |
14,185
-270
| -2% | -$24.4K | 0.03% | 254 |
|
|
2020
Q1 | $1.27M | Sell |
14,455
-707
| -5% | -$68K | 0.04% | 233 |
|
|
2019
Q4 | $1.4M | Hold |
15,162
| – | – | 0.03% | 243 |
|
|
2019
Q3 | $1.44M | Buy |
15,162
+49
| +0.3% | +$4.42K | 0.04% | 234 |
|
|
2019
Q2 | $1.26M | Sell |
15,113
-1,260
| -8% | -$101K | 0.03% | 237 |
|
|
2019
Q1 | $1.29M | Sell |
16,373
-477
| -3% | -$35.4K | 0.03% | 226 |
|
|
2018
Q4 | $1.17M | Hold |
16,850
| – | – | 0.04% | 218 |
|
|
2018
Q3 | $1.13M | Sell |
16,850
-400
| -2% | -$26.7K | 0.03% | 239 |
|
|
2018
Q2 | $1.11M | Sell |
17,250
-5
| -0% | -$311 | 0.03% | 237 |
|
|
2018
Q1 | $1.08M | Buy |
17,255
+4,195
| +32% | +$260K | 0.03% | 241 |
|
|
2017
Q4 | $868K | Sell |
13,060
-5
| -0% | -$335 | 0.03% | 260 |
|
|
2017
Q3 | $821K | Sell |
13,065
-200
| -2% | -$12.8K | 0.03% | 270 |
|
|
2017
Q2 | $814K | Sell |
13,265
-212
| -2% | -$13.1K | 0.03% | 274 |
|
|
2017
Q1 | $817K | Sell |
13,477
-2,708
| -17% | -$160K | 0.03% | 282 |
|
|
2016
Q4 | $949K | Sell |
16,185
-11
| -0.1% | -$631 | 0.03% | 261 |
|
|
2016
Q3 | $970K | Sell |
16,196
-1,000
| -6% | -$62.4K | 0.03% | 257 |
|
|
2016
Q2 | $1.12M | Buy |
17,196
+2,850
| +20% | +$171K | 0.04% | 239 |
|
|
2016
Q1 | $861K | Buy |
14,346
+4
| +0% | +$224 | 0.03% | 279 |
|
|
2015
Q4 | $736K | Hold |
14,342
| – | – | 0.03% | 264 |
|
|
2015
Q3 | $749K | Sell |
14,342
-2,873
| -17% | -$140K | 0.03% | 245 |
|
|
2015
Q2 | $774K | Buy |
17,215
+400
| +2% | +$19.2K | 0.03% | 235 |
|
|
2015
Q1 | $832K | Hold |
16,815
| – | – | 0.03% | 227 |
|
|
2014
Q4 | $887K | Buy |
16,815
+950
| +6% | +$46.6K | 0.04% | 214 |
|
|
2014
Q3 | $683K | Buy |
15,865
+3,400
| +27% | +$151K | 0.03% | 220 |
|
|
2014
Q2 | $585K | Buy |
+12,465
| New | +$579K | 0.03% | 231 |
|
Other funds holding WEC
Fiduciary Trust's WEC Position: Q2 2026 in Review
Fiduciary Trust increased its WEC Energy (WEC) stake by 17% in Q2 2026, buying an estimated $96.2K and bringing the position to 5,802 shares worth $678K. The position accounts for 0.01% of the portfolio, ranked #513.
Fiduciary Trust first reported a position in WEC in Q2 2014 and has held it in 49 quarters since. The position peaked at $1.44M in Q3 2019. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Fiduciary Trust held 5,802 shares of WEC Energy worth $678K as of Q2 2026.
- Fiduciary Trust bought 843 WEC Energy shares in Q2 2026, an estimated $96.2K.
- WEC Energy made up 0.01% of Fiduciary Trust's portfolio in Q2 2026, its #513 holding.
- Fiduciary Trust first reported a position in WEC Energy in Q2 2014 and has held it in 49 quarters since.
- Fiduciary Trust's WEC Energy position peaked at $1.44M in Q3 2019.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.