Security National Bank’s WEC Energy WEC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.03M Buy
17,400
+139
+0.8% +$15.9K 0.24% 71
2026
Q1
$2M Buy
17,261
+234
+1% +$26.3K 0.29% 66
2025
Q4
$1.8M Buy
17,027
+7,472
+78% +$827K 0.26% 68
2025
Q3
$1.09M Sell
9,555
-357
-4% -$38.7K 0.17% 74
2025
Q2
$1.03M Sell
9,912
-19
-0.2% -$2.02K 0.18% 69
2025
Q1
$1.08M Sell
9,931
-81
-0.8% -$8.27K 0.2% 65
2024
Q4
$942K Buy
10,012
+268
+3% +$26K 0.13% 68
2024
Q3
$937K Buy
+9,744
New +$864K 0.13% 70
2019
Q1
Sell
-23,186
Closed -$1.61M 75
2018
Q4
$1.61M Buy
23,186
+526
+2% +$36.9K 1% 40
2018
Q3
$1.51M Buy
22,660
+658
+3% +$43.9K 0.84% 43
2018
Q2
$1.42M Buy
22,002
+397
+2% +$24.7K 0.9% 41
2018
Q1
$1.35M Buy
21,605
+706
+3% +$43.8K 0.91% 42
2017
Q4
$1.39M Buy
20,899
+36
+0.2% +$2.42K 0.9% 41
2017
Q3
$1.31M Buy
20,863
+38
+0.2% +$2.42K 0.9% 42
2017
Q2
$1.28M Buy
20,825
+905
+5% +$55.9K 0.93% 42
2017
Q1
$1.21M Buy
+19,920
New +$1.17M 0.9% 42

Other funds holding WEC

Security National Bank's WEC Position: Q2 2026 in Review

Security National Bank increased its WEC Energy (WEC) stake by 0.81% in Q2 2026, buying an estimated $15.9K and bringing the position to 17,400 shares worth $2.03M. The position accounts for 0.24% of the portfolio, ranked #71.

Security National Bank first reported a position in WEC in Q1 2017 and has held it in 16 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Security National Bank held 17,400 shares of WEC Energy worth $2.03M as of Q2 2026.
  • Security National Bank bought 139 WEC Energy shares in Q2 2026, an estimated $15.9K.
  • WEC Energy made up 0.24% of Security National Bank's portfolio in Q2 2026, its #71 holding.
  • Security National Bank first reported a position in WEC Energy in Q1 2017 and has held it in 16 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.