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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Greenfield Savings Bank's WEC Position: Q2 2026 in Review

Greenfield Savings Bank held its WEC Energy (WEC) position steady in Q2 2026 at 3,427 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #119.

Greenfield Savings Bank first reported a position in WEC in Q2 2022 and has held it in 17 quarters since. The position peaked at $557K in Q2 2022. 663 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Greenfield Savings Bank held 3,427 shares of WEC Energy worth $400K as of Q2 2026.
  • Greenfield Savings Bank left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.15% of Greenfield Savings Bank's portfolio in Q2 2026, its #119 holding.
  • Greenfield Savings Bank first reported a position in WEC Energy in Q2 2022 and has held it in 17 quarters since.
  • Greenfield Savings Bank's WEC Energy position peaked at $557K in Q2 2022.
  • 663 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Greenfield Savings Bank's 13F filing for Q2 2026, filed 7 Jul 2026.