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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
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 $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Grove Bank & Trust's WEC Position: Q2 2026 in Review

Grove Bank & Trust increased its WEC Energy (WEC) stake by 176% in Q2 2026, buying an estimated $34.2K and bringing the position to 470 shares worth $54.9K. The position accounts for 0.01% of the portfolio, ranked #424.

Grove Bank & Trust first reported a position in WEC in Q4 2016 and has held it in 17 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Grove Bank & Trust held 470 shares of WEC Energy worth $54.9K as of Q2 2026.
  • Grove Bank & Trust bought 300 WEC Energy shares in Q2 2026, an estimated $34.2K.
  • WEC Energy made up 0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #424 holding.
  • Grove Bank & Trust first reported a position in WEC Energy in Q4 2016 and has held it in 17 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.