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Perkins Coie Trust Company’s WEC Energy WEC Stock Holding History

Perkins Coie Trust 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
2026
Q2 		$257K Hold
2,202
– – 0.04% 95
2026
Q1 		$255K Hold
2,202
– – 0.05% 94
2025
Q4 		$232K Hold
2,202
– – 0.04% 102
2025
Q3 		$252K Hold
2,202
– – 0.05% 93
2025
Q2 		$229K Sell
2,202
-3
-0.1% -$319 0.04% 103
2025
Q1 		$240K Buy
2,205
+3
+0.1% +$306 0.05% 100
2024
Q4 		$207K Hold
2,202
– – 0.05% 103
2024
Q3 		$212K Hold
2,202
– – 0.05% 110
2024
Q2 		$173K Hold
2,202
– – 0.04% 117
2024
Q1 		$181K Hold
2,202
– – 0.04% 107
2023
Q4 		$185K Sell
2,202
-82
-4% -$6.75K 0.05% 106
2023
Q3 		$184K Buy
2,284
+27
+1% +$2.35K 0.05% 106
2023
Q2 		$199K Hold
2,257
– – 0.06% 86
2023
Q1 		$214K Hold
2,257
– – 0.06% 83
2022
Q4 		$212K Hold
2,257
– – 0.07% 81
2022
Q3 		$202K Hold
2,257
– – 0.08% 80
2022
Q2 		$227K Hold
2,257
– – 0.08% 80
2022
Q1 		$225K Hold
2,257
– – 0.07% 86
2021
Q4 		$219K Hold
2,257
– – 0.06% 86
2021
Q3 		$199K Sell
2,257
-184
-8% -$17.3K 0.06% 96
2021
Q2 		$217K Hold
2,441
– – 0.07% 95
2021
Q1 		$228K Hold
2,441
– – 0.08% 95
2020
Q4 		$225K Hold
2,441
– – 0.08% 95
2020
Q3 		$237K Hold
2,441
– – 0.09% 92
2020
Q2 		$214K Hold
2,441
– – 0.09% 96
2020
Q1 		$215K Hold
2,441
– – 0.11% 90
2019
Q4 		$225K Sell
2,441
-1,013
-29% -$92.4K 0.09% 95
2019
Q3 		$328K Hold
3,454
– – 0.15% 83
2019
Q2 		$288K Hold
3,454
– – 0.13% 85
2019
Q1 		$273K Hold
3,454
– – 0.13% 85
2018
Q4 		$239K Hold
3,454
– – 0.13% 85
2018
Q3 		$231K Hold
3,454
– – 0.11% 92
2018
Q2 		$223K Hold
3,454
– – 0.11% 92
2018
Q1 		$217K Hold
3,454
– – 0.11% 92
2017
Q4 		$229K Sell
3,454
-50
-1% -$3.35K 0.11% 93
2017
Q3 		$220K Hold
3,504
– – 0.11% 93
2017
Q2 		$215K Buy
3,504
+3,000
+595% +$185K 0.12% 93
2017
Q1 		$31K Hold
504
– – 0.02% 194
2016
Q4 		$30K Buy
+504
New +$28.9K 0.02% 194

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Perkins Coie Trust Company's WEC Position: Q2 2026 in Review

Perkins Coie Trust Company held its WEC Energy (WEC) position steady in Q2 2026 at 2,202 shares worth $257K. The position accounts for 0.04% of the portfolio, ranked #95.

Perkins Coie Trust Company first reported a position in WEC in Q4 2016 and has held it in 39 quarters since. The position peaked at $328K in Q3 2019. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Perkins Coie Trust Company held 2,202 shares of WEC Energy worth $257K as of Q2 2026.
  • Perkins Coie Trust Company left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Perkins Coie Trust Company's portfolio in Q2 2026, its #95 holding.
  • Perkins Coie Trust Company first reported a position in WEC Energy in Q4 2016 and has held it in 39 quarters since.
  • Perkins Coie Trust Company's WEC Energy position peaked at $328K in Q3 2019.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.