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Old Point Trust & Financial Services N A’s WEC Energy WEC Stock Holding History

Old Point Trust & Financial Services N A’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 		$2.92K Hold
25
– – ﹤0.01% 308
2026
Q1 		$2.89K Hold
25
– – ﹤0.01% 297
2025
Q4 		$2.64K Buy
+25
New +$2.77K ﹤0.01% 310
2024
Q1 		– Sell
-120
Closed -$10.1K – 567
2023
Q4 		$10.1K Buy
+120
New +$9.88K ﹤0.01% 215
2023
Q3 		– Sell
-167
Closed -$14.7K – 244
2023
Q2 		$14.7K Buy
+167
New +$15.4K 0.01% 187

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

Old Point Trust & Financial Services N A's WEC Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its WEC Energy (WEC) position steady in Q2 2026 at 25 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #308.

Old Point Trust & Financial Services N A first reported a position in WEC in Q2 2023 and has held it in 5 quarters since. The position peaked at $14.7K in Q2 2023. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Old Point Trust & Financial Services N A held 25 shares of WEC Energy worth $2.92K as of Q2 2026.
  • Old Point Trust & Financial Services N A left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #308 holding.
  • Old Point Trust & Financial Services N A first reported a position in WEC Energy in Q2 2023 and has held it in 5 quarters since.
  • Old Point Trust & Financial Services N A's WEC Energy position peaked at $14.7K in Q2 2023.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.