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LCNB Corp’s WEC Energy WEC Stock Holding History

LCNB Corp’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 		$271K Hold
2,318
– – 0.08% 164
2026
Q1 		$268K Hold
2,318
– – 0.09% 165
2025
Q4 		$244K Hold
2,318
– – 0.08% 172
2025
Q3 		$266K Hold
2,318
– – 0.09% 162
2025
Q2 		$242K Hold
2,318
– – 0.09% 170
2025
Q1 		$253K Buy
2,318
+47
+2% +$4.8K 0.09% 168
2024
Q4 		$214K Hold
2,271
– – 0.08% 173
2024
Q3 		$218K Buy
+2,271
New +$201K 0.08% 175
2023
Q3 		– Sell
-2,371
Closed -$209K – 176
2023
Q2 		$209K Hold
2,371
– – 0.09% 172
2023
Q1 		$225K Sell
2,371
-100
-4% -$9.26K 0.1% 167
2022
Q4 		$232K Buy
2,471
+78
+3% +$7.21K 0.11% 161
2022
Q3 		$214K Hold
2,393
– – 0.12% 157
2022
Q2 		$241K Buy
2,393
+120
+5% +$12.2K 0.12% 147
2022
Q1 		$227K Buy
+2,273
New +$215K 0.11% 153

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

LCNB Corp's WEC Position: Q2 2026 in Review

LCNB Corp held its WEC Energy (WEC) position steady in Q2 2026 at 2,318 shares worth $271K. The position accounts for 0.08% of the portfolio, ranked #164.

LCNB Corp first reported a position in WEC in Q1 2022 and has held it in 14 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • LCNB Corp held 2,318 shares of WEC Energy worth $271K as of Q2 2026.
  • LCNB Corp left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.08% of LCNB Corp's portfolio in Q2 2026, its #164 holding.
  • LCNB Corp first reported a position in WEC Energy in Q1 2022 and has held it in 14 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on LCNB Corp's 13F filing for Q2 2026, filed 10 Aug 2026.