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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

First Citizens Bank & Trust's WEC Position: Q2 2026 in Review

First Citizens Bank & Trust opened a new position in WEC Energy (WEC) in Q2 2026: 1,971 shares worth $230K. The stake represents ﹤0.01% of the portfolio and ranks #613 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in WEC as recently as Q3 2017.

First Citizens Bank & Trust first reported a position in WEC in Q2 2013 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2016. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

First Citizens Bank & Trust held 1,971 shares of WEC Energy worth $230K as of Q2 2026.
WEC Energy was a new First Citizens Bank & Trust position in Q2 2026.
WEC Energy made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #613 holding.
First Citizens Bank & Trust first reported a position in WEC Energy in Q2 2013 and has held it in 8 quarters since.
First Citizens Bank & Trust's WEC Energy position peaked at $1.09M in Q3 2016.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.