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

Heartland 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 		$887K Buy
7,592
+65
+0.9% +$7.42K 0.18% 88
2026
Q1 		$871K Buy
7,527
+2,488
+49% +$280K 0.2% 87
2025
Q4 		$531K Sell
5,039
-74
-1% -$8.19K 0.23% 92
2025
Q3 		$586K Buy
5,113
+217
+4% +$23.5K 0.24% 93
2025
Q2 		$510K Sell
4,896
-130
-3% -$13.8K 0.24% 97
2025
Q1 		$548K Buy
+5,026
New +$513K 0.28% 85

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Heartland Bank & Trust increased its WEC Energy (WEC) stake by 0.86% in Q2 2026, buying an estimated $7.42K and bringing the position to 7,592 shares worth $887K. The position accounts for 0.18% of the portfolio, ranked #88.

Heartland Bank & Trust first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,411 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Heartland Bank & Trust held 7,592 shares of WEC Energy worth $887K as of Q2 2026.
  • Heartland Bank & Trust bought 65 WEC Energy shares in Q2 2026, an estimated $7.42K.
  • WEC Energy made up 0.18% of Heartland Bank & Trust's portfolio in Q2 2026, its #88 holding.
  • Heartland Bank & Trust first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,411 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Heartland Bank & Trust's 13F filing for Q2 2026, filed 12 Aug 2026.