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First Bankers Trust’s WEC Energy WEC Stock Holding History

First Bankers 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 		$257K Hold
2,200
– – 0.08% 140
2026
Q1 		$255K Sell
2,200
-265
-11% -$29.8K 0.09% 135
2025
Q4 		$260K Hold
2,465
– – 0.09% 133
2025
Q3 		$282K Hold
2,465
– – 0.1% 127
2025
Q2 		$257K Sell
2,465
-50
-2% -$5.32K 0.1% 128
2025
Q1 		$274K Sell
2,515
-237
-9% -$24.2K 0.11% 128
2024
Q4 		$259K Hold
2,752
– – 0.1% 125
2024
Q3 		$265K Sell
2,752
-165
-6% -$14.6K 0.1% 122
2024
Q2 		$229K Buy
2,917
+6
+0.2% +$487 0.09% 121
2024
Q1 		$239K Buy
+2,911
New +$234K 0.1% 121
2023
Q3 		– Sell
-3,677
Closed -$324K – 119
2023
Q2 		$324K Sell
3,677
-638
-15% -$58.9K 0.16% 98
2023
Q1 		$409K Buy
4,315
+525
+14% +$48.6K 0.21% 89
2022
Q4 		$355K Buy
+3,790
New +$350K 0.18% 97

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

First Bankers Trust's WEC Position: Q2 2026 in Review

First Bankers Trust held its WEC Energy (WEC) position steady in Q2 2026 at 2,200 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #140.

First Bankers Trust first reported a position in WEC in Q4 2022 and has held it in 13 quarters since. The position peaked at $409K in Q1 2023. 405 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • First Bankers Trust held 2,200 shares of WEC Energy worth $257K as of Q2 2026.
  • First Bankers Trust left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.08% of First Bankers Trust's portfolio in Q2 2026, its #140 holding.
  • First Bankers Trust first reported a position in WEC Energy in Q4 2022 and has held it in 13 quarters since.
  • First Bankers Trust's WEC Energy position peaked at $409K in Q1 2023.
  • 405 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on First Bankers Trust's 13F filing for Q2 2026, filed 9 Jul 2026.