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Southern Michigan Bank & Trust’s WEC Energy WEC Stock Holding History

Southern Michigan Bank & 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
2026
Q2 		$101K Hold
863
– – 0.04% 143
2026
Q1 		$99.9K Buy
+863
New +$97K 0.04% 140

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Southern Michigan Bank & Trust's WEC Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its WEC Energy (WEC) position steady in Q2 2026 at 863 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #143.

Southern Michigan Bank & Trust first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Southern Michigan Bank & Trust held 863 shares of WEC Energy worth $101K as of Q2 2026.
  • Southern Michigan Bank & Trust left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #143 holding.
  • Southern Michigan Bank & Trust first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.