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Midwest Trust’s WEC Energy WEC Stock Holding History

Midwest 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 		$531K Sell
4,544
-356
-7% -$40.6K 0.01% 441
2026
Q1 		$567K Sell
4,900
-2,873
-37% -$323K 0.01% 422
2025
Q4 		$820K Buy
7,773
+808
+12% +$89.5K 0.01% 355
2025
Q3 		$798K Buy
6,965
+4,578
+192% +$496K 0.01% 363
2025
Q2 		$249K Buy
+2,387
New +$254K ﹤0.01% 549

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

Midwest Trust's WEC Position: Q2 2026 in Review

Midwest Trust reduced its WEC Energy (WEC) stake by 7.3% in Q2 2026, selling an estimated $40.6K and leaving 4,544 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #441.

Midwest Trust first reported a position in WEC in Q2 2025 and has held it in 5 quarters since. The position peaked at $820K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Midwest Trust held 4,544 shares of WEC Energy worth $531K as of Q2 2026.
  • Midwest Trust sold 356 WEC Energy shares in Q2 2026, an estimated $40.6K.
  • WEC Energy made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #441 holding.
  • Midwest Trust first reported a position in WEC Energy in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's WEC Energy position peaked at $820K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.