Trust Company’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 | – | Sell |
-1,379
| Closed | -$160K | – | 965 |
|
|
2026
Q1 | $160K | Buy |
1,379
+11
| +0.8% | +$1.24K | 0.02% | 192 |
|
|
2025
Q4 | $144K | Buy |
1,368
+600
| +78% | +$66.4K | 0.01% | 195 |
|
|
2025
Q3 | $88K | Buy |
+768
| New | +$83.2K | 0.01% | 186 |
|
|
2025
Q2 | – | Sell |
-588
| Closed | -$64.1K | – | 454 |
|
|
2025
Q1 | $64.1K | Hold |
588
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $55.3K | Hold |
588
| – | – | 0.01% | 216 |
|
|
2024
Q3 | $56.6K | Buy |
588
+250
| +74% | +$22.2K | 0.01% | 192 |
|
|
2024
Q2 | $26.5K | Hold |
338
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $27.8K | Hold |
338
| – | – | ﹤0.01% | 223 |
|
|
2023
Q4 | $28.4K | Hold |
338
| – | – | ﹤0.01% | 214 |
|
|
2023
Q3 | $27.2K | Hold |
338
| – | – | ﹤0.01% | 221 |
|
|
2023
Q2 | $29.8K | Hold |
338
| – | – | ﹤0.01% | 214 |
|
|
2023
Q1 | $32K | Sell |
338
-53
| -14% | -$4.91K | ﹤0.01% | 205 |
|
|
2022
Q4 | $37K | Buy |
391
+53
| +16% | +$4.9K | 0.01% | 199 |
|
|
2022
Q3 | $30K | Hold |
338
| – | – | 0.01% | 205 |
|
|
2022
Q2 | $34K | Hold |
338
| – | – | 0.01% | 209 |
|
|
2022
Q1 | $34K | Hold |
338
| – | – | 0.01% | 219 |
|
|
2021
Q4 | $33K | Hold |
338
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $30K | Hold |
338
| – | – | 0.01% | 199 |
|
|
2021
Q2 | $30K | Hold |
338
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $32K | Hold |
338
| – | – | 0.02% | 195 |
|
|
2020
Q4 | $31K | Hold |
338
| – | – | 0.02% | 186 |
|
|
2020
Q3 | $33K | Hold |
338
| – | – | 0.03% | 185 |
|
|
2020
Q2 | $30K | Buy |
+338
| New | +$30.5K | 0.03% | 179 |
|
|
2020
Q1 | – | Sell |
-50
| Closed | -$5K | – | 307 |
|
|
2019
Q4 | $5K | Hold |
50
| – | – | ﹤0.01% | 261 |
|
|
2019
Q3 | $5K | Sell |
50
-150
| -75% | -$13.5K | ﹤0.01% | 283 |
|
|
2019
Q2 | $17K | Hold |
200
| – | – | 0.02% | 220 |
|
|
2019
Q1 | $16K | Hold |
200
| – | – | 0.01% | 255 |
|
|
2018
Q4 | $14K | Sell |
200
-1,488
| -88% | -$104K | 0.01% | 242 |
|
|
2018
Q3 | $113K | Hold |
1,688
| – | – | 0.05% | 108 |
|
|
2018
Q2 | $109K | Hold |
1,688
| – | – | 0.05% | 114 |
|
|
2018
Q1 | $106K | Hold |
1,688
| – | – | 0.04% | 118 |
|
|
2017
Q4 | $112K | Hold |
1,688
| – | – | 0.05% | 107 |
|
|
2017
Q3 | $106K | Hold |
1,688
| – | – | 0.06% | 98 |
|
|
2017
Q2 | $104K | Hold |
1,688
| – | – | 0.05% | 113 |
|
|
2017
Q1 | $102K | Hold |
1,688
| – | – | 0.05% | 131 |
|
|
2016
Q4 | $99K | Hold |
1,688
| – | – | 0.05% | 125 |
|
|
2016
Q3 | $101K | Sell |
1,688
-1,508
| -47% | -$94.1K | 0.04% | 136 |
|
|
2016
Q2 | $209K | Hold |
3,196
| – | – | 0.08% | 108 |
|
|
2016
Q1 | $192K | Hold |
3,196
| – | – | 0.09% | 107 |
|
|
2015
Q4 | $164K | Hold |
3,196
| – | – | 0.08% | 97 |
|
|
2015
Q3 | $167K | Buy |
+3,196
| New | +$155K | 0.09% | 90 |
|
|
2015
Q2 | – | Sell |
-200
| Closed | -$10K | – | 363 |
|
|
2015
Q1 | $10K | Buy |
+200
| New | +$10.5K | 0.01% | 241 |
|
Other funds holding WEC
Trust Company's WEC Position: Q2 2026 in Review
Trust Company sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,379 shares — an estimated $160K sold.
Trust Company first reported a position in WEC in Q1 2015 and held it in 42 quarters. The position peaked at $209K in Q2 2016. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Trust Company reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
- Trust Company sold 1,379 WEC Energy shares in Q2 2026, an estimated $160K.
- Trust Company first reported a position in WEC Energy in Q1 2015 and held it in 42 quarters.
- Trust Company's WEC Energy position peaked at $209K in Q2 2016.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.