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Morton Community Bank’s WEC Energy WEC Stock Holding History

Morton Community Bank’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 		$5.38M Buy
46,115
+605
+1% +$69K 1.1% 29
2026
Q1 		$5.27M Buy
45,510
+1,010
+2% +$113K 1.15% 29
2025
Q4 		$4.92M Buy
44,500
+1,875
+4% +$208K 1.06% 32
2025
Q3 		$4.76M Buy
42,625
+1,070
+3% +$116K 1.1% 26
2025
Q2 		$4.33M Buy
41,555
+1,290
+3% +$137K 1.08% 29
2025
Q1 		$4.39M Buy
40,265
+170
+0.4% +$17.4K 1.15% 21
2024
Q4 		$3.77M Buy
40,095
+570
+1% +$55.3K 1% 39
2024
Q3 		$3.8M Sell
39,525
-195
-0.5% -$17.3K 0.99% 44
2024
Q2 		$3.12M Buy
39,720
+2,370
+6% +$193K 0.88% 60
2024
Q1 		$3.07M Buy
37,350
+3,775
+11% +$304K 0.88% 55
2023
Q4 		$2.83M Buy
+33,575
New +$2.76M 0.92% 51

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

Morton Community Bank's WEC Position: Q2 2026 in Review

Morton Community Bank increased its WEC Energy (WEC) stake by 1.3% in Q2 2026, buying an estimated $69K and bringing the position to 46,115 shares worth $5.38M. The position accounts for 1.1% of the portfolio, ranked #29.

Morton Community Bank first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Morton Community Bank held 46,115 shares of WEC Energy worth $5.38M as of Q2 2026.
  • Morton Community Bank bought 605 WEC Energy shares in Q2 2026, an estimated $69K.
  • WEC Energy made up 1.1% of Morton Community Bank's portfolio in Q2 2026, its #29 holding.
  • Morton Community Bank first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Morton Community Bank's 13F filing for Q2 2026, filed 14 Aug 2026.