Independence Bank of Kentucky’s WEC Energy WEC Stock Holding History

Independence Bank of Kentucky’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	$76.6K	Hold	656	–	–	0.01%	367
2026 Q1	$75.9K	Sell	656 -100	-13%	-$11.2K	0.01%	370
2025 Q4	$79.7K	Hold	756	–	–	0.01%	380
2025 Q3	$86.6K	Hold	756	–	–	0.01%	367
2025 Q2	$78.8K	Sell	756 -100	-12%	-$10.6K	0.01%	362
2025 Q1	$93.3K	Sell	856 -350	-29%	-$35.7K	0.01%	346
2024 Q4	$113K	Hold	1,206	–	–	0.02%	333
2024 Q3	$116K	Buy	1,206 +250	+26%	+$22.2K	0.02%	316
2024 Q2	$75K	Buy	956 +200	+26%	+$16.2K	0.02%	321
2024 Q1	$62.1K	Hold	756	–	–	0.02%	319
2023 Q4	$63.6K	Hold	756	–	–	0.02%	298
2023 Q3	$60.9K	Hold	756	–	–	0.03%	271
2023 Q2	$66.7K	Hold	756	–	–	0.03%	263
2023 Q1	$71.7K	Hold	756	–	–	0.03%	240
2022 Q4	$71K	Hold	756	–	–	0.03%	238
2022 Q3	$68K	Hold	756	–	–	0.03%	220
2022 Q2	$76K	Hold	756	–	–	0.03%	221
2022 Q1	$75K	Hold	756	–	–	0.03%	230
2021 Q4	$73K	Hold	756	–	–	0.03%	214
2021 Q3	$67K	Hold	756	–	–	0.03%	223
2021 Q2	$67K	Sell	756 -408	-35%	-$38.4K	0.03%	217
2021 Q1	$109K	Buy	1,164 +408	+54%	+$35.6K	0.05%	186
2020 Q4	$70K	Hold	756	–	–	0.04%	210
2020 Q3	$73K	Hold	756	–	–	0.04%	194
2020 Q2	$66K	Hold	756	–	–	0.04%	183
2020 Q1	$67K	Hold	756	–	–	0.05%	172
2019 Q4	$70K	Hold	756	–	–	0.05%	184
2019 Q3	$72K	Hold	756	–	–	0.05%	176
2019 Q2	$63K	Hold	756	–	–	0.05%	164
2019 Q1	$60K	Hold	756	–	–	0.05%	162
2018 Q4	$52K	Hold	756	–	–	0.05%	165
2018 Q3	$50K	Hold	756	–	–	0.04%	181
2018 Q2	$49K	Buy	756 +200	+36%	+$12.4K	0.04%	167
2018 Q1	$35K	Hold	556	–	–	0.03%	187
2017 Q4	$37K	Buy	+556	New	+$37.3K	0.03%	188

Other funds holding WEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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 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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Independence Bank of Kentucky's WEC Position: Q2 2026 in Review

Independence Bank of Kentucky held its WEC Energy (WEC) position steady in Q2 2026 at 656 shares worth $76.6K. The position accounts for 0.01% of the portfolio, ranked #367.

Independence Bank of Kentucky first reported a position in WEC in Q4 2017 and has held it in 35 quarters since. The position peaked at $116K in Q3 2024. 602 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Independence Bank of Kentucky held 656 shares of WEC Energy worth $76.6K as of Q2 2026.
Independence Bank of Kentucky left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #367 holding.
Independence Bank of Kentucky first reported a position in WEC Energy in Q4 2017 and has held it in 35 quarters since.
Independence Bank of Kentucky's WEC Energy position peaked at $116K in Q3 2024.
602 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.