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

First United 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 		$850K Sell
7,280
-765
-10% -$87.3K 0.24% 85
2026
Q1 		$931K Buy
8,045
+340
+4% +$38.2K 0.3% 70
2025
Q4 		$813K Buy
7,705
+1,210
+19% +$134K 0.26% 83
2025
Q3 		$744K Buy
6,495
+3,045
+88% +$330K 0.24% 85
2025
Q2 		$359K Buy
+3,450
New +$367K 0.13% 115
2025
Q1 		– Sell
-8
Closed -$752 – 420
2024
Q4 		$752 Hold
8
– – ﹤0.01% 375
2024
Q3 		$769 Hold
8
– – ﹤0.01% 376
2024
Q2 		$628 Sell
8
-319
-98% -$25.9K ﹤0.01% 399
2024
Q1 		$26.9K Sell
327
-25
-7% -$2.01K 0.01% 282
2023
Q4 		$29.6K Buy
+352
New +$29K 0.01% 276

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

First United Bank & Trust reduced its WEC Energy (WEC) stake by 9.5% in Q2 2026, selling an estimated $87.3K and leaving 7,280 shares worth $850K. The position accounts for 0.24% of the portfolio, ranked #85.

First United Bank & Trust first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. The position peaked at $931K in Q1 2026. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • First United Bank & Trust held 7,280 shares of WEC Energy worth $850K as of Q2 2026.
  • First United Bank & Trust sold 765 WEC Energy shares in Q2 2026, an estimated $87.3K.
  • WEC Energy made up 0.24% of First United Bank & Trust's portfolio in Q2 2026, its #85 holding.
  • First United Bank & Trust first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • First United Bank & Trust's WEC Energy position peaked at $931K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.