Parkside Financial Bank & Trust’s WEC Energy WEC Stock Holding History

Parkside Financial Bank & 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 Q1	$313K	Buy	2,700 +9	+0.3%	+$1.01K	0.02%	349
2025 Q4	$284K	Buy	2,691 +61	+2%	+$6.75K	0.02%	366
2025 Q3	$301K	Buy	2,630 +20	+0.8%	+$2.17K	0.02%	348
2025 Q2	$272K	Buy	2,610 +2,019	+342%	+$215K	0.03%	361
2025 Q1	$64.4K	Buy	591 +1	+0.2%	+$102	0.01%	743
2024 Q4	$55.5K	Buy	590 +88	+18%	+$8.53K	0.01%	765
2024 Q3	$48.3K	Sell	502 -95	-16%	-$8.42K	0.01%	797
2024 Q2	$46.8K	Buy	597 +83	+16%	+$6.74K	0.01%	770
2024 Q1	$42.2K	Sell	514 -34	-6%	-$2.73K	0.01%	791
2023 Q4	$46.1K	Sell	548 -71	-11%	-$5.85K	0.01%	715
2023 Q3	$49.9K	Sell	619 -1,549	-71%	-$135K	0.01%	614
2023 Q2	$191K	Buy	2,168 +82	+4%	+$7.58K	0.05%	264
2023 Q1	$198K	Sell	2,086 -1,002	-32%	-$92.8K	0.05%	238
2022 Q4	$290K	Sell	3,088 -23	-0.7%	-$2.13K	0.08%	174
2022 Q3	$278K	Buy	3,111 +1	+0%	+$102	0.09%	172
2022 Q2	$313K	Buy	3,110 +396	+15%	+$40.2K	0.1%	162
2022 Q1	$270K	Sell	2,714 -1,506	-36%	-$142K	0.07%	193
2021 Q4	$410K	Sell	4,220 -968	-19%	-$88.5K	0.1%	148
2021 Q3	$458K	Buy	5,188 +48	+0.9%	+$4.5K	0.13%	108
2021 Q2	$457K	Buy	5,140 +2	+0%	+$188	0.13%	115
2021 Q1	$480K	Sell	5,138 -1,480	-22%	-$129K	0.14%	107
2020 Q4	$609K	Buy	6,618 +1,010	+18%	+$98.3K	0.19%	77
2020 Q3	$544K	Sell	5,608 -9	-0.2%	-$839	0.19%	81
2020 Q2	$493K	Buy	5,617 +1,232	+28%	+$111K	0.16%	95
2020 Q1	$386K	Sell	4,385 -1,298	-23%	-$125K	0.15%	102
2019 Q4	$524K	Buy	5,683 +42	+0.7%	+$3.83K	0.15%	93
2019 Q3	$536K	Hold	5,641	–	–	0.17%	86
2019 Q2	$471K	Hold	5,641	–	–	0.15%	99
2019 Q1	$446K	Sell	5,641 -1,100	-16%	-$81.6K	0.15%	105
2018 Q4	$467K	Buy	6,741 +30	+0.4%	+$2.11K	0.17%	86
2018 Q3	$448K	Sell	6,711 -2	-0%	-$133	0.16%	110
2018 Q2	$434K	Sell	6,713 -26	-0.4%	-$1.62K	0.16%	103
2018 Q1	$423K	Sell	6,739 -778	-10%	-$48.3K	0.16%	98
2017 Q4	$500K	Buy	7,517 +34	+0.5%	+$2.28K	0.18%	90
2017 Q3	$469K	Hold	7,483	–	–	0.18%	90
2017 Q2	$459K	Buy	7,483 +41	+0.6%	+$2.53K	0.19%	89
2017 Q1	$451K	Buy	7,442 +14	+0.2%	+$825	0.19%	92
2016 Q4	$435K	Sell	7,428 -73	-1%	-$4.19K	0.19%	102
2016 Q3	$449K	Buy	7,501 +18	+0.2%	+$1.12K	0.21%	95
2016 Q2	$488K	Hold	7,483	–	–	0.24%	82
2016 Q1	$450K	Buy	7,483 +37	+0.5%	+$2.07K	0.23%	87
2015 Q4	$382K	Buy	7,446 +23	+0.3%	+$1.17K	0.19%	93
2015 Q3	$388K	Sell	7,423 -8,225	-53%	-$400K	0.22%	84
2015 Q2	$704K	Buy	15,648 +223	+1%	+$10.7K	0.37%	59
2015 Q1	$764K	Sell	15,425 -5,768	-27%	-$302K	0.41%	57
2014 Q4	$1.12M	Sell	21,193 -190	-0.9%	-$9.32K	0.63%	42
2014 Q3	$919K	Buy	21,383 +16	+0.1%	+$710	0.56%	52
2014 Q2	$1M	Buy	21,367 +251	+1%	+$11.7K	0.6%	52
2014 Q1	$983K	Sell	21,116 -406	-2%	-$17.5K	0.62%	51
2013 Q4	$890K	Hold	21,522	–	–	0.6%	49
2013 Q3	$869K	Hold	21,522	–	–	0.68%	45
2013 Q2	$882K	Buy	+21,522	New	+$913K	0.7%	45

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parkside Financial Bank & Trust's WEC Position: Q1 2026 in Review

Parkside Financial Bank & Trust increased its WEC Energy (WEC) stake by 0.33% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,700 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #349.

Parkside Financial Bank & Trust first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.12M in Q4 2014. 1,374 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Parkside Financial Bank & Trust held 2,700 shares of WEC Energy worth $313K as of Q1 2026.
Parkside Financial Bank & Trust bought 9 WEC Energy shares in Q1 2026, an estimated $1.01K.
WEC Energy made up 0.02% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #349 holding.
Parkside Financial Bank & Trust first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
Parkside Financial Bank & Trust's WEC Energy position peaked at $1.12M in Q4 2014.
1,374 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.