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Glenview Trust’s WEC Energy WEC Stock Holding History

Glenview 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
Q1 		$368K Sell
3,175
-548
-15% -$61.6K 0.01% 408
2025
Q4 		$393K Buy
3,723
+988
+36% +$109K 0.01% 396
2025
Q3 		$313K Buy
2,735
+282
+11% +$30.6K 0.01% 424
2025
Q2 		$256K Hold
2,453
– – ﹤0.01% 451
2025
Q1 		$267K Sell
2,453
-525
-18% -$53.6K 0.01% 423
2024
Q4 		$280K Sell
2,978
-142
-5% -$13.8K 0.01% 424
2024
Q3 		$300K Buy
3,120
+204
+7% +$18.1K 0.01% 411
2024
Q2 		$229K Sell
2,916
-656
-18% -$53.3K ﹤0.01% 437
2024
Q1 		$293K Sell
3,572
-122
-3% -$9.81K 0.01% 400
2023
Q4 		$311K Buy
+3,694
New +$304K 0.01% 395
2021
Q4 		– Sell
-2,285
Closed -$202K – 432
2021
Q3 		$202K Sell
2,285
-888
-28% -$83.3K 0.01% 398
2021
Q2 		$282K Buy
3,173
+55
+2% +$5.18K 0.01% 355
2021
Q1 		$292K Sell
3,118
-804
-20% -$70.1K 0.01% 340
2020
Q4 		$361K Hold
3,922
– – 0.02% 274
2020
Q3 		$380K Buy
3,922
+20
+0.5% +$1.86K 0.02% 253
2020
Q2 		$342K Buy
3,902
+479
+14% +$43.2K 0.02% 264
2020
Q1 		$302K Buy
3,423
+868
+34% +$83.5K 0.02% 263
2019
Q4 		$236K Buy
+2,555
New +$233K 0.01% 318

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glenview Trust's WEC Position: Q1 2026 in Review

Glenview Trust reduced its WEC Energy (WEC) stake by 15% in Q1 2026, selling an estimated $61.6K and leaving 3,175 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #408.

Glenview Trust first reported a position in WEC in Q4 2019 and has held it in 18 quarters since. The position peaked at $393K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Glenview Trust held 3,175 shares of WEC Energy worth $368K as of Q1 2026.
  • Glenview Trust sold 548 WEC Energy shares in Q1 2026, an estimated $61.6K.
  • WEC Energy made up 0.01% of Glenview Trust's portfolio in Q1 2026, its #408 holding.
  • Glenview Trust first reported a position in WEC Energy in Q4 2019 and has held it in 18 quarters since.
  • Glenview Trust's WEC Energy position peaked at $393K in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Glenview Trust's 13F filing for Q1 2026, filed 8 May 2026.