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Trust Company of Toledo’s WEC Energy WEC Stock Holding History

Trust Company of Toledo’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 		$729K Buy
6,246
+89
+1% +$10.2K 0.06% 204
2026
Q1 		$713K Sell
6,157
-347
-5% -$39K 0.07% 200
2025
Q4 		$686K Hold
6,504
– – 0.07% 193
2025
Q3 		$745K Sell
6,504
-510
-7% -$55.3K 0.07% 186
2025
Q2 		$731K Hold
7,014
– – 0.08% 180
2025
Q1 		$764K Hold
7,014
– – 0.1% 155
2024
Q4 		$660K Sell
7,014
-25
-0.4% -$2.42K 0.09% 159
2024
Q3 		$677K Sell
7,039
-50
-0.7% -$4.43K 0.09% 157
2024
Q2 		$556K Sell
7,089
-400
-5% -$32.5K 0.08% 163
2024
Q1 		$615K Buy
7,489
+652
+10% +$52.4K 0.1% 152
2023
Q4 		$575K Buy
6,837
+467
+7% +$38.5K 0.1% 151
2023
Q3 		$513K Buy
6,370
+1,698
+36% +$148K 0.1% 146
2023
Q2 		$412K Sell
4,672
-800
-15% -$73.9K 0.07% 156
2023
Q1 		$519K Buy
5,472
+59
+1% +$5.46K 0.09% 143
2022
Q4 		$508 Buy
5,413
+256
+5% +$23.7K 0.1% 136
2022
Q3 		$461K Hold
5,157
– – 0.09% 134
2022
Q2 		$519K Buy
5,157
+38
+0.7% +$3.85K 0.09% 137
2022
Q1 		$511K Sell
5,119
-200
-4% -$18.9K 0.08% 143
2021
Q4 		$516K Hold
5,319
– – 0.08% 148
2021
Q3 		$469K Buy
5,319
+76
+1% +$7.13K 0.08% 149
2021
Q2 		$466K Hold
5,243
– – 0.08% 145
2021
Q1 		$491K Sell
5,243
-2
-0% -$174 0.09% 137
2020
Q4 		$483K Hold
5,245
– – 0.09% 136
2020
Q3 		$508K Hold
5,245
– – 0.11% 121
2020
Q2 		$460K Hold
5,245
– – 0.11% 127
2020
Q1 		$462K Hold
5,245
– – 0.13% 115
2019
Q4 		$484K Hold
5,245
– – 0.11% 129
2019
Q3 		$499K Hold
5,245
– – 0.12% 123
2019
Q2 		$437K Buy
5,245
+100
+2% +$8.02K 0.11% 129
2019
Q1 		$407K Hold
5,145
– – 0.1% 131
2018
Q4 		$356K Hold
5,145
– – 0.1% 137
2018
Q3 		$343K Hold
5,145
– – 0.09% 147
2018
Q2 		$333K Sell
5,145
-324
-6% -$20.1K 0.09% 142
2018
Q1 		$343K Hold
5,469
– – 0.09% 148
2017
Q4 		$363K Sell
5,469
-385
-7% -$25.8K 0.09% 156
2017
Q3 		$368K Hold
5,854
– – 0.09% 151
2017
Q2 		$359K Sell
5,854
-175
-3% -$10.8K 0.09% 152
2017
Q1 		$366K Sell
6,029
-900
-13% -$53K 0.1% 144
2016
Q4 		$406K Buy
6,929
+50
+0.7% +$2.87K 0.11% 133
2016
Q3 		$412K Hold
6,879
– – 0.12% 130
2016
Q2 		$449K Hold
6,879
– – 0.13% 124
2016
Q1 		$413K Hold
6,879
– – 0.12% 123
2015
Q4 		$353K Hold
6,879
– – 0.11% 134
2015
Q3 		$359K Sell
6,879
-400
-5% -$19.5K 0.11% 134
2015
Q2 		$327K Buy
7,279
+400
+6% +$19.2K 0.1% 150
2015
Q1 		$340K Sell
6,879
-750
-10% -$39.2K 0.1% 147
2014
Q4 		$402K Hold
7,629
– – 0.12% 137
2014
Q3 		$328K Hold
7,629
– – 0.11% 145
2014
Q2 		$358K Hold
7,629
– – 0.11% 137
2014
Q1 		$355K Sell
7,629
-100
-1% -$4.31K 0.11% 141
2013
Q4 		$319K Hold
7,729
– – 0.1% 155
2013
Q3 		$312K Hold
7,729
– – 0.11% 149
2013
Q2 		$317K Buy
+7,729
New +$328K 0.12% 146

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Trust Company of Toledo's WEC Position: Q2 2026 in Review

Trust Company of Toledo increased its WEC Energy (WEC) stake by 1.4% in Q2 2026, buying an estimated $10.2K and bringing the position to 6,246 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #204.

Trust Company of Toledo first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $764K in Q1 2025. 528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Trust Company of Toledo held 6,246 shares of WEC Energy worth $729K as of Q2 2026.
  • Trust Company of Toledo bought 89 WEC Energy shares in Q2 2026, an estimated $10.2K.
  • WEC Energy made up 0.06% of Trust Company of Toledo's portfolio in Q2 2026, its #204 holding.
  • Trust Company of Toledo first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Trust Company of Toledo's WEC Energy position peaked at $764K in Q1 2025.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.