Sanibel Captiva Trust Company’s WEC Energy WEC Stock Holding History

Sanibel Captiva 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	$536K	Sell	4,590 -32	-0.7%	-$3.65K	0.01%	319
2026 Q1	$535K	Hold	4,622	–	–	0.02%	303
2025 Q4	$487K	Buy	4,622 +478	+12%	+$52.9K	0.01%	300
2025 Q3	$475K	Hold	4,144	–	–	0.01%	297
2025 Q2	$432K	Buy	4,144 +132	+3%	+$14K	0.01%	299
2025 Q1	$437K	Hold	4,012	–	–	0.01%	289
2024 Q4	$377K	Sell	4,012 -121	-3%	-$11.7K	0.01%	308
2024 Q3	$398K	Buy	4,133 +1,182	+40%	+$105K	0.01%	294
2024 Q2	$232K	Sell	2,951 -1,051	-26%	-$85.4K	0.01%	340
2024 Q1	$329K	Buy	4,002 +51	+1%	+$4.1K	0.01%	307
2023 Q4	$333K	Buy	+3,951	New	+$325K	0.01%	283

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sanibel Captiva Trust Company's WEC Position: Q2 2026 in Review

Sanibel Captiva Trust Company reduced its WEC Energy (WEC) stake by 0.69% in Q2 2026, selling an estimated $3.65K and leaving 4,590 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #319.

Sanibel Captiva Trust Company first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Sanibel Captiva Trust Company held 4,590 shares of WEC Energy worth $536K as of Q2 2026.
Sanibel Captiva Trust Company sold 32 WEC Energy shares in Q2 2026, an estimated $3.65K.
WEC Energy made up 0.01% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #319 holding.
Sanibel Captiva Trust Company first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.