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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heartland Bank & Trust's WEC Position: Q1 2026 in Review

Heartland Bank & Trust increased its WEC Energy (WEC) stake by 49% in Q1 2026, buying an estimated $280K and bringing the position to 7,527 shares worth $871K. The position accounts for 0.2% of the portfolio, ranked #87.

Heartland Bank & Trust first reported a position in WEC in Q1 2025 and has held it in 5 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Heartland Bank & Trust held 7,527 shares of WEC Energy worth $871K as of Q1 2026.
  • Heartland Bank & Trust bought 2,488 WEC Energy shares in Q1 2026, an estimated $280K.
  • WEC Energy made up 0.2% of Heartland Bank & Trust's portfolio in Q1 2026, its #87 holding.
  • Heartland Bank & Trust first reported a position in WEC Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Heartland Bank & Trust's 13F filing for Q1 2026, filed 6 May 2026.