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Missouri Trust & Investment Company’s WEC Energy WEC Stock Holding History

Missouri Trust & Investment Company’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
2025
Q3 		– Sell
-26
Closed -$2.71K – 439
2025
Q2 		$2.71K Hold
26
– – ﹤0.01% 378
2025
Q1 		$2.83K Hold
26
– – ﹤0.01% 364
2024
Q4 		$2.44K Buy
+26
New +$2.52K ﹤0.01% 389

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Missouri Trust & Investment Company's WEC Position: Q3 2025 in Review

Missouri Trust & Investment Company sold out of WEC Energy (WEC) in Q3 2025, closing a stake of 26 shares — an estimated $2.71K sold.

Missouri Trust & Investment Company first reported a position in WEC in Q4 2024 and held it in 3 quarters. The position peaked at $2.83K in Q1 2025. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Missouri Trust & Investment Company reported no remaining WEC Energy position as of Q3 2025 after selling out during the quarter.
  • Missouri Trust & Investment Company sold 26 WEC Energy shares in Q3 2025, an estimated $2.71K.
  • Missouri Trust & Investment Company first reported a position in WEC Energy in Q4 2024 and held it in 3 quarters.
  • Missouri Trust & Investment Company's WEC Energy position peaked at $2.83K in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Missouri Trust & Investment Company's 13F filing for Q3 2025, filed 6 Nov 2025.