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Sabal Trust’s WEC Energy WEC Stock Holding History

Sabal 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
2025
Q1 		$1.89M Hold
17,320
– – 0.1% 111
2024
Q4 		$1.63M Sell
17,320
-9
-0.1% -$873 0.09% 118
2024
Q3 		$1.67M Buy
17,329
+343
+2% +$30.4K 0.09% 111
2024
Q2 		$1.33M Hold
16,986
– – 0.08% 114
2024
Q1 		$1.39M Sell
16,986
-142
-0.8% -$11.4K 0.08% 105
2023
Q4 		$1.44M Hold
17,128
– – 0.09% 97
2023
Q3 		$1.38M Sell
17,128
-462
-3% -$40.1K 0.09% 91
2023
Q2 		$1.55M Sell
17,590
-370
-2% -$34.2K 0.1% 84
2023
Q1 		$1.7M Buy
17,960
+101
+0.6% +$9.35K 0.12% 65
2022
Q4 		$1.67M Hold
17,859
– – 0.11% 65
2022
Q3 		$1.6M Hold
17,859
– – 0.12% 64
2022
Q2 		$1.8M Sell
17,859
-17
-0.1% -$1.72K 0.13% 62
2022
Q1 		$1.78M Buy
17,876
+621
+4% +$58.6K 0.12% 62
2021
Q4 		$1.68M Buy
+17,255
New +$1.58M 0.11% 65

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sabal Trust's WEC Position: Q1 2025 in Review

Sabal Trust held its WEC Energy (WEC) position steady in Q1 2025 at 17,320 shares worth $1.89M. The position accounts for 0.1% of the portfolio, ranked #111.

Sabal Trust first reported a position in WEC in Q4 2021 and has held it in 14 quarters since. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Sabal Trust held 17,320 shares of WEC Energy worth $1.89M as of Q1 2025.
  • Sabal Trust left its WEC Energy share count unchanged in Q1 2025.
  • WEC Energy made up 0.1% of Sabal Trust's portfolio in Q1 2025, its #111 holding.
  • Sabal Trust first reported a position in WEC Energy in Q4 2021 and has held it in 14 quarters since.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.