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Trust Point Inc’s WEC Energy WEC Stock Holding History

Trust Point Inc’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 		$282K Buy
2,418
+29
+1% +$3.31K 0.02% 353
2026
Q1 		$277K Buy
2,389
+7
+0.3% +$786 0.02% 411
2025
Q4 		$251K Sell
2,382
-136
-5% -$15.1K 0.02% 410
2025
Q3 		$289K Buy
2,518
+332
+15% +$36K 0.02% 372
2025
Q2 		$228K Buy
2,186
+228
+12% +$24.3K 0.02% 356
2025
Q1 		$213K Buy
+1,958
New +$200K 0.02% 428
2024
Q1 		– Sell
-9,568
Closed -$805K – 548
2023
Q4 		$805K Buy
+9,568
New +$788K 0.07% 167

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
PNC
Park National Corp Newark, Ohio $3.57B AUM 22.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Trust Point Inc's WEC Position: Q2 2026 in Review

Trust Point Inc increased its WEC Energy (WEC) stake by 1.2% in Q2 2026, buying an estimated $3.31K and bringing the position to 2,418 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #353.

Trust Point Inc first reported a position in WEC in Q4 2023 and has held it in 7 quarters since. The position peaked at $805K in Q4 2023. 245 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Trust Point Inc held 2,418 shares of WEC Energy worth $282K as of Q2 2026.
  • Trust Point Inc bought 29 WEC Energy shares in Q2 2026, an estimated $3.31K.
  • WEC Energy made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #353 holding.
  • Trust Point Inc first reported a position in WEC Energy in Q4 2023 and has held it in 7 quarters since.
  • Trust Point Inc's WEC Energy position peaked at $805K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.