First Interstate Bank’s WEC Energy WEC Stock Holding History

First Interstate Bank’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
2025 Q1	–	Sell	-2,300	Closed	-$216K	–	185
2024 Q4	$216K	Sell	2,300 -225	-9%	-$21.8K	0.01%	172
2024 Q3	$243K	Buy	+2,525	New	+$224K	0.01%	162
2024 Q2	–	Sell	-2,525	Closed	-$207K	–	177
2024 Q1	$207K	Sell	2,525 -100	-4%	-$8.04K	0.01%	162
2023 Q4	$221K	Sell	2,625 -354	-12%	-$29.2K	0.02%	154
2023 Q3	$240K	Hold	2,979	–	–	0.02%	155
2023 Q2	$263K	Hold	2,979	–	–	0.02%	148
2023 Q1	$282K	Sell	2,979 -25	-0.8%	-$2.31K	0.02%	147
2022 Q4	$282K	Sell	3,004 -75	-2%	-$6.93K	0.02%	156
2022 Q3	$275K	Buy	3,079 +354	+13%	+$36.2K	0.02%	146
2022 Q2	$274K	Buy	+2,725	New	+$276K	0.02%	141
2018 Q3	–	Sell	-55	Closed	-$4K	–	682
2018 Q2	$4K	Sell	55 -75	-58%	-$4.66K	﹤0.01%	622
2018 Q1	$8K	Sell	130 -60	-32%	-$3.72K	﹤0.01%	597
2017 Q4	$13K	Hold	190	–	–	﹤0.01%	560
2017 Q3	$12K	Buy	190 +130	+217%	+$8.29K	﹤0.01%	537
2017 Q2	$4K	Buy	+60	New	+$3.71K	﹤0.01%	628
2017 Q1	–	Sell	-321	Closed	-$19K	–	739
2016 Q4	$19K	Buy	+321	New	+$18.4K	﹤0.01%	478

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Interstate Bank's WEC Position: Q1 2025 in Review

First Interstate Bank sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 2,300 shares — an estimated $216K sold.

First Interstate Bank first reported a position in WEC in Q4 2016 and held it in 16 quarters. The position peaked at $282K in Q1 2023. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

First Interstate Bank reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
First Interstate Bank sold 2,300 WEC Energy shares in Q1 2025, an estimated $216K.
First Interstate Bank first reported a position in WEC Energy in Q4 2016 and held it in 16 quarters.
First Interstate Bank's WEC Energy position peaked at $282K in Q1 2023.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on First Interstate Bank's 13F filing for Q1 2025, filed 30 Apr 2025.