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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
Q2 		$418K Buy
3,580
+405
+13% +$46.2K 0.01% 399
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Glenview Trust's WEC Position: Q2 2026 in Review

Glenview Trust increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $46.2K and bringing the position to 3,580 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #399.

Glenview Trust first reported a position in WEC in Q4 2019 and has held it in 19 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Glenview Trust held 3,580 shares of WEC Energy worth $418K as of Q2 2026.
  • Glenview Trust bought 405 WEC Energy shares in Q2 2026, an estimated $46.2K.
  • WEC Energy made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #399 holding.
  • Glenview Trust first reported a position in WEC Energy in Q4 2019 and has held it in 19 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.