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Greenleaf Trust’s WEC Energy WEC Stock Holding History

Greenleaf 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 		$938K Buy
8,036
+38
+0.5% +$4.34K 0.01% 368
2026
Q1 		$926K Buy
7,998
+646
+9% +$72.6K 0.01% 358
2025
Q4 		$775K Buy
7,352
+272
+4% +$30.1K 0.01% 389
2025
Q3 		$811K Sell
7,080
-574
-7% -$62.2K 0.01% 380
2025
Q2 		$798K Sell
7,654
-555
-7% -$59.1K 0.01% 376
2025
Q1 		$895K Buy
8,209
+64
+0.8% +$6.54K 0.01% 355
2024
Q4 		$766K Buy
8,145
+342
+4% +$33.2K 0.01% 401
2024
Q3 		$750K Sell
7,803
-214
-3% -$19K 0.01% 410
2024
Q2 		$629K Sell
8,017
-355
-4% -$28.8K 0.01% 419
2024
Q1 		$688K Sell
8,372
-1,194
-12% -$96K 0.01% 383
2023
Q4 		$805K Sell
9,566
-31
-0.3% -$2.55K 0.01% 330
2023
Q3 		$773K Buy
9,597
+1,518
+19% +$132K 0.01% 318
2023
Q2 		$713K Sell
8,079
-1,162
-13% -$107K 0.01% 362
2023
Q1 		$876K Buy
9,241
+1,335
+17% +$124K 0.01% 310
2022
Q4 		$741K Sell
7,906
-1,189
-13% -$110K 0.01% 335
2022
Q3 		$813K Buy
9,095
+684
+8% +$69.9K 0.01% 279
2022
Q2 		$846K Buy
8,411
+398
+5% +$40.4K 0.01% 264
2022
Q1 		$800K Sell
8,013
-767
-9% -$72.4K 0.01% 291
2021
Q4 		$852K Sell
8,780
-476
-5% -$43.5K 0.01% 281
2021
Q3 		$816K Sell
9,256
-316
-3% -$29.6K 0.01% 267
2021
Q2 		$851K Buy
9,572
+423
+5% +$39.8K 0.01% 264
2021
Q1 		$856K Buy
9,149
+76
+0.8% +$6.63K 0.01% 238
2020
Q4 		$835K Buy
9,073
+1,375
+18% +$134K 0.01% 217
2020
Q3 		$746K Buy
7,698
+249
+3% +$23.2K 0.01% 216
2020
Q2 		$653K Sell
7,449
-579
-7% -$52.2K 0.01% 228
2020
Q1 		$708K Buy
8,028
+829
+12% +$79.7K 0.01% 172
2019
Q4 		$664K Buy
7,199
+137
+2% +$12.5K 0.01% 231
2019
Q3 		$672K Buy
7,062
+8
+0.1% +$721 0.01% 221
2019
Q2 		$588K Sell
7,054
-780
-10% -$62.6K 0.01% 248
2019
Q1 		$620K Buy
7,834
+675
+9% +$50.1K 0.01% 223
2018
Q4 		$496K Buy
7,159
+273
+4% +$19.2K 0.01% 256
2018
Q3 		$460K Sell
6,886
-22
-0.3% -$1.47K 0.01% 300
2018
Q2 		$447K Sell
6,908
-4,283
-38% -$266K 0.01% 294
2018
Q1 		$702K Sell
11,191
-1,742
-13% -$108K 0.01% 187
2017
Q4 		$859K Buy
12,933
+377
+3% +$25.3K 0.02% 170
2017
Q3 		$788K Sell
12,556
-2,301
-15% -$147K 0.02% 173
2017
Q2 		$912K Sell
14,857
-8,448
-36% -$522K 0.02% 139
2017
Q1 		$1.41M Sell
23,305
-1,299
-5% -$76.6K 0.03% 92
2016
Q4 		$1.44M Buy
24,604
+369
+2% +$21.2K 0.04% 88
2016
Q3 		$1.45M Sell
24,235
-3,070
-11% -$192K 0.04% 81
2016
Q2 		$1.78M Sell
27,305
-873
-3% -$52.5K 0.05% 68
2016
Q1 		$1.69M Sell
28,178
-510
-2% -$28.6K 0.05% 68
2015
Q4 		$1.47M Sell
28,688
-715
-2% -$36.5K 0.04% 72
2015
Q3 		$1.53M Sell
29,403
-751
-2% -$36.5K 0.05% 58
2015
Q2 		$1.36M Buy
30,154
+2,620
+10% +$126K 0.04% 66
2015
Q1 		$1.36M Buy
27,534
+1,200
+5% +$62.8K 0.04% 67
2014
Q4 		$1.39M Hold
26,334
– – 0.04% 67
2014
Q3 		$1.13M Hold
26,334
– – 0.04% 73
2014
Q2 		$1.24M Sell
26,334
-2,165
-8% -$101K 0.04% 69
2014
Q1 		$1.33M Sell
28,499
-640
-2% -$27.6K 0.04% 67
2013
Q4 		$1.21M Sell
29,139
-150
-0.5% -$6.22K 0.04% 71
2013
Q3 		$1.18M Sell
29,289
-160,860
-85% -$6.7M 0.04% 66
2013
Q2 		$7.79M Buy
+190,149
New +$8.06M 0.31% 30

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Greenleaf Trust's WEC Position: Q2 2026 in Review

Greenleaf Trust increased its WEC Energy (WEC) stake by 0.48% in Q2 2026, buying an estimated $4.34K and bringing the position to 8,036 shares worth $938K. The position accounts for 0.01% of the portfolio, ranked #368.

Greenleaf Trust first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.79M in Q2 2013. 560 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Greenleaf Trust held 8,036 shares of WEC Energy worth $938K as of Q2 2026.
  • Greenleaf Trust bought 38 WEC Energy shares in Q2 2026, an estimated $4.34K.
  • WEC Energy made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #368 holding.
  • Greenleaf Trust first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Greenleaf Trust's WEC Energy position peaked at $7.79M in Q2 2013.
  • 560 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.