GBT
WEC icon

Grove Bank & Trust’s WEC Energy WEC Stock Holding History

Grove Bank & 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
Q3 		$47.4K Hold
470
– – ﹤0.01% 453
2026
Q2 		$54.9K Buy
470
+300
+176% +$34.2K 0.01% 424
2026
Q1 		$19.7K Sell
170
-80
-32% -$8.99K ﹤0.01% 544
2025
Q4 		$26.4K Hold
250
– – ﹤0.01% 506
2025
Q3 		$28.6K Hold
250
– – ﹤0.01% 498
2025
Q2 		$26.1K Buy
250
+86
+52% +$9.15K ﹤0.01% 500
2025
Q1 		$17.9K Buy
164
+58
+55% +$5.92K ﹤0.01% 537
2024
Q4 		$9.97K Buy
106
+42
+66% +$4.07K ﹤0.01% 529
2024
Q3 		$6.16K Buy
+64
New +$5.67K ﹤0.01% 532
2024
Q1 		– Sell
-93
Closed -$7.83K – 603
2023
Q4 		$7.83K Hold
93
– – ﹤0.01% 508
2023
Q3 		$7.49K Buy
93
+51
+121% +$4.43K ﹤0.01% 543
2023
Q2 		$3.71K Hold
42
– – ﹤0.01% 573
2023
Q1 		$3.98K Buy
+42
New +$3.89K ﹤0.01% 584
2018
Q1 		– Sell
-174
Closed -$12K – 456
2017
Q4 		$12K Hold
174
– – 0.01% 431
2017
Q3 		$11K Sell
174
-141
-45% -$8.99K 0.01% 459
2017
Q2 		$19K Buy
315
+174
+123% +$10.7K 0.01% 392
2017
Q1 		$9K Hold
141
– – 0.01% 352
2016
Q4 		$8K Buy
+141
New +$8.09K 0.01% 394

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MTC
Matrix Trust Company Denver, Colorado $688M AUM 12.13% 1-Year Est. Return

Grove Bank & Trust's WEC Position: Q3 2026 in Review

Grove Bank & Trust held its WEC Energy (WEC) position steady in Q3 2026 at 470 shares worth $47.4K. The position accounts for ﹤0.01% of the portfolio, ranked #453.

Grove Bank & Trust first reported a position in WEC in Q4 2016 and has held it in 18 quarters since. The position peaked at $54.9K in Q2 2026. 62 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Grove Bank & Trust held 470 shares of WEC Energy worth $47.4K as of Q3 2026.
  • Grove Bank & Trust left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #453 holding.
  • Grove Bank & Trust first reported a position in WEC Energy in Q4 2016 and has held it in 18 quarters since.
  • Grove Bank & Trust's WEC Energy position peaked at $54.9K in Q2 2026.
  • 62 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.