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Greenfield Savings Bank’s WEC Energy WEC Stock Holding History

Greenfield Savings 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
2026
Q3 		$335K Sell
3,327
-100
-3% -$10.9K 0.13% 126
2026
Q2 		$400K Hold
3,427
– – 0.15% 119
2026
Q1 		$397K Sell
3,427
-25
-0.7% -$2.81K 0.17% 118
2025
Q4 		$364K Sell
3,452
-502
-13% -$55.6K 0.15% 121
2025
Q3 		$453K Buy
3,954
+113
+3% +$12.2K 0.19% 114
2025
Q2 		$400K Buy
3,841
+28
+0.7% +$2.98K 0.18% 116
2025
Q1 		$416K Sell
3,813
-54
-1% -$5.51K 0.2% 109
2024
Q4 		$364K Sell
3,867
-501
-11% -$48.6K 0.17% 115
2024
Q3 		$420K Hold
4,368
– – 0.2% 108
2024
Q2 		$343K Hold
4,368
– – 0.18% 114
2024
Q1 		$359K Sell
4,368
-335
-7% -$26.9K 0.19% 113
2023
Q4 		$396K Sell
4,703
-101
-2% -$8.32K 0.23% 103
2023
Q3 		$387K Sell
4,804
-25
-0.5% -$2.17K 0.24% 99
2023
Q2 		$426K Hold
4,829
– – 0.29% 87
2023
Q1 		$458K Sell
4,829
-550
-10% -$50.9K 0.3% 94
2022
Q4 		$504K Hold
5,379
– – 0.33% 92
2022
Q3 		$481K Sell
5,379
-155
-3% -$15.8K 0.35% 85
2022
Q2 		$557K Buy
+5,534
New +$561K 0.37% 79

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
TSS
Thomas Story & Son Culver, Indiana $290M AUM 31.82% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Greenfield Savings Bank's WEC Position: Q3 2026 in Review

Greenfield Savings Bank reduced its WEC Energy (WEC) stake by 2.9% in Q3 2026, selling an estimated $10.9K and leaving 3,327 shares worth $335K. The position accounts for 0.13% of the portfolio, ranked #126.

Greenfield Savings Bank first reported a position in WEC in Q2 2022 and has held it in 18 quarters since. The position peaked at $557K in Q2 2022. 97 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Greenfield Savings Bank held 3,327 shares of WEC Energy worth $335K as of Q3 2026.
  • Greenfield Savings Bank sold 100 WEC Energy shares in Q3 2026, an estimated $10.9K.
  • WEC Energy made up 0.13% of Greenfield Savings Bank's portfolio in Q3 2026, its #126 holding.
  • Greenfield Savings Bank first reported a position in WEC Energy in Q2 2022 and has held it in 18 quarters since.
  • Greenfield Savings Bank's WEC Energy position peaked at $557K in Q2 2022.
  • 97 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Greenfield Savings Bank's 13F filing for Q3 2026, filed 7 Oct 2026.