First Citizens Bank & Trust’s WEC Energy WEC Stock Holding History

First Citizens Bank & 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	$230K	Buy	+1,971	New	+$225K	﹤0.01%	613
2017 Q4	–	Sell	-3,320	Closed	-$208K	–	434
2017 Q3	$208K	Sell	3,320 -578	-15%	-$36.9K	0.03%	390
2017 Q2	$239K	Sell	3,898 -1,633	-30%	-$101K	0.03%	387
2017 Q1	$335K	Sell	5,531 -8,414	-60%	-$496K	0.04%	332
2016 Q4	$818K	Sell	13,945 -4,270	-23%	-$245K	0.09%	176
2016 Q3	$1.09M	Buy	+18,215	New	+$1.14M	0.1%	160
2013 Q4	–	Sell	-21,746	Closed	-$878K	–	800
2013 Q3	$878K	Buy	21,746 +237	+1%	+$9.87K	0.03%	459
2013 Q2	$882K	Buy	+21,509	New	+$912K	0.04%	432

Other funds holding WEC

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

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

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return