Finward Bancorp
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Finward Bancorp’s WEC Energy WEC Stock Holding History

Finward Bancorp’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 		– Sell
-1,843
Closed -$215K – 109
2026
Q2 		$215K Hold
1,843
– – 0.16% 102
2026
Q1 		$213K Buy
+1,843
New +$207K 0.17% 100
2025
Q4 		– Sell
-1,843
Closed -$211K – 111
2025
Q3 		$211K Buy
+1,843
New +$200K 0.16% 102
2025
Q2 		– Sell
-1,843
Closed -$201K – 106
2025
Q1 		$201K Buy
+1,843
New +$188K 0.17% 102

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Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Finward Bancorp's WEC Position: Q3 2026 in Review

Finward Bancorp sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1,843 shares — an estimated $215K sold.

Finward Bancorp first reported a position in WEC in Q1 2025 and held it in 4 quarters. The position peaked at $215K in Q2 2026. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Finward Bancorp reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
  • Finward Bancorp sold 1,843 WEC Energy shares in Q3 2026, an estimated $215K.
  • Finward Bancorp first reported a position in WEC Energy in Q1 2025 and held it in 4 quarters.
  • Finward Bancorp's WEC Energy position peaked at $215K in Q2 2026.
  • 303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Finward Bancorp's 13F filing for Q3 2026, filed 14 Oct 2026.