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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morton Community Bank's WEC Position: Q1 2026 in Review

Morton Community Bank increased its WEC Energy (WEC) stake by 2.3% in Q1 2026, buying an estimated $113K and bringing the position to 45,510 shares worth $5.27M. The position accounts for 1.15% of the portfolio, ranked #29.

Morton Community Bank first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Morton Community Bank held 45,510 shares of WEC Energy worth $5.27M as of Q1 2026.
  • Morton Community Bank bought 1,010 WEC Energy shares in Q1 2026, an estimated $113K.
  • WEC Energy made up 1.15% of Morton Community Bank's portfolio in Q1 2026, its #29 holding.
  • Morton Community Bank first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Morton Community Bank's 13F filing for Q1 2026, filed 14 May 2026.