Sandy Spring Bank’s WEC Energy WEC Stock Holding History

Sandy Spring 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
2025 Q1	$99.7K	Hold	915	–	–	﹤0.01%	446
2024 Q4	$86K	Sell	915 -3	-0.3%	-$291	﹤0.01%	481
2024 Q3	$88.3K	Sell	918 -345	-27%	-$30.6K	﹤0.01%	481
2024 Q2	$99.1K	Hold	1,263	–	–	﹤0.01%	456
2024 Q1	$104K	Sell	1,263 -1,784	-59%	-$143K	﹤0.01%	459
2023 Q4	$256K	Hold	3,047	–	–	0.01%	339
2023 Q3	$245K	Sell	3,047 -415	-12%	-$36.1K	0.01%	323
2023 Q2	$305K	Buy	3,462 +18	+0.5%	+$1.66K	0.02%	304
2023 Q1	$326K	Hold	3,444	–	–	0.02%	289
2022 Q4	$323K	Sell	3,444 -155	-4%	-$14.3K	0.02%	290
2022 Q3	$322K	Hold	3,599	–	–	0.02%	277
2022 Q2	$362K	Hold	3,599	–	–	0.02%	268
2022 Q1	$359K	Sell	3,599 -57	-2%	-$5.38K	0.02%	281
2021 Q4	$355K	Sell	3,656 -1,326	-27%	-$121K	0.02%	288
2021 Q3	$440K	Sell	4,982 -222	-4%	-$20.8K	0.02%	269
2021 Q2	$463K	Sell	5,204 -178	-3%	-$16.8K	0.02%	262
2021 Q1	$504K	Sell	5,382 -50	-0.9%	-$4.36K	0.03%	249
2020 Q4	$500K	Buy	5,432 +299	+6%	+$29.1K	0.03%	244
2020 Q3	$497K	Buy	5,133 +979	+24%	+$91.2K	0.03%	232
2020 Q2	$364K	Sell	4,154 -298	-7%	-$26.9K	0.03%	249
2020 Q1	$392K	Sell	4,452 -382	-8%	-$36.7K	0.04%	238
2019 Q4	$446K	Sell	4,834 -50	-1%	-$4.56K	0.03%	242
2019 Q3	$464K	Buy	4,884 +1,327	+37%	+$120K	0.04%	239
2019 Q2	$297K	Hold	3,557	–	–	0.02%	264
2019 Q1	$281K	Sell	3,557 -1,052	-23%	-$78K	0.02%	262
2018 Q4	$319K	Buy	4,609 +96	+2%	+$6.74K	0.03%	244
2018 Q3	$301K	Sell	4,513 -360	-7%	-$24K	0.02%	260
2018 Q2	$315K	Sell	4,873 -1,032	-17%	-$64.1K	0.03%	258
2018 Q1	$370K	Sell	5,905 -890	-13%	-$55.2K	0.03%	253
2017 Q4	$451K	Sell	6,795 -1,295	-16%	-$86.9K	0.04%	226
2017 Q3	$508K	Buy	8,090 +2,175	+37%	+$139K	0.05%	218
2017 Q2	$363K	Buy	5,915 +355	+6%	+$21.9K	0.04%	241
2017 Q1	$337K	Sell	5,560 -99	-2%	-$5.83K	0.03%	244
2016 Q4	$332K	Buy	5,659 +99	+2%	+$5.68K	0.03%	247
2016 Q3	$333K	Buy	5,560 +67	+1%	+$4.18K	0.04%	244
2016 Q2	$359K	Sell	5,493 -300	-5%	-$18K	0.04%	235
2016 Q1	$348K	Buy	5,793 +1,300	+29%	+$72.8K	0.04%	236
2015 Q4	$230K	Buy	4,493 +24	+0.5%	+$1.23K	0.03%	269
2015 Q3	$233K	Buy	4,469 +37	+0.8%	+$1.8K	0.03%	269
2015 Q2	$199K	Sell	4,432 -300	-6%	-$14.4K	0.02%	293
2015 Q1	$234K	Buy	4,732 +601	+15%	+$31.4K	0.03%	274
2014 Q4	$217K	Buy	4,131 +640	+18%	+$31.4K	0.03%	262
2014 Q3	$150K	Hold	3,491	–	–	0.02%	296
2014 Q2	$164K	Hold	3,491	–	–	0.02%	293
2014 Q1	$163K	Buy	3,491 +61	+2%	+$2.63K	0.03%	269
2013 Q4	$142K	Hold	3,430	–	–	0.02%	286
2013 Q3	$139K	Hold	3,430	–	–	0.02%	274
2013 Q2	$141K	Buy	+3,430	New	+$145K	0.02%	265

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Sandy Spring Bank's WEC Position: Q1 2025 in Review

Sandy Spring Bank held its WEC Energy (WEC) position steady in Q1 2025 at 915 shares worth $99.7K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Sandy Spring Bank first reported a position in WEC in Q2 2013 and has held it in 48 quarters since. The position peaked at $508K in Q3 2017. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Sandy Spring Bank held 915 shares of WEC Energy worth $99.7K as of Q1 2025.
Sandy Spring Bank left its WEC Energy share count unchanged in Q1 2025.
WEC Energy made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #446 holding.
Sandy Spring Bank first reported a position in WEC Energy in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's WEC Energy position peaked at $508K in Q3 2017.
1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.