First Western Trust Bank’s WEC Energy WEC Stock Holding History

First Western Trust 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 Q3	–	Sell	-2,490	Closed	-$259K	–	200
2025 Q2	$259K	Buy	+2,490	New	+$265K	0.01%	170

Other funds holding WEC

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

First Western Trust Bank's WEC Position: Q3 2025 in Review

First Western Trust Bank sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 2,490 shares — an estimated $259K sold.

First Western Trust Bank first reported a position in WEC in Q2 2025 and held it in 1 quarter. The position peaked at $259K in Q2 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

First Western Trust Bank reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
First Western Trust Bank sold 2,490 WEC Energy shares in Q3 2025, an estimated $259K.
First Western Trust Bank first reported a position in WEC Energy in Q2 2025 and held it in 1 quarter.
First Western Trust Bank's WEC Energy position peaked at $259K in Q2 2025.
1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on First Western Trust Bank's 13F filing for Q3 2025, filed 14 Nov 2025.