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Washington Trust’s WEC Energy WEC Stock Holding History

Washington 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
2025
Q2 		– Sell
-112
Closed -$12.2K – 729
2025
Q1 		$12.2K Sell
112
-1,525
-93% -$156K ﹤0.01% 580
2024
Q4 		$154K Buy
1,637
+931
+132% +$90.3K 0.01% 299
2024
Q3 		$67.9K Buy
706
+134
+23% +$11.9K ﹤0.01% 409
2024
Q2 		$44.9K Buy
572
+19
+3% +$1.54K ﹤0.01% 461
2024
Q1 		$45.4K Buy
553
+65
+13% +$5.23K ﹤0.01% 465
2023
Q4 		$41.1K Buy
488
+27
+6% +$2.22K ﹤0.01% 455
2023
Q3 		$37.1K Hold
461
– – ﹤0.01% 435
2023
Q2 		$40.7K Hold
461
– – ﹤0.01% 448
2023
Q1 		$43.7K Hold
461
– – ﹤0.01% 435
2022
Q4 		$43.2K Hold
461
– – ﹤0.01% 422
2022
Q3 		$41K Buy
461
+261
+131% +$26.7K ﹤0.01% 427
2022
Q2 		$20K Hold
200
– – ﹤0.01% 550
2022
Q1 		$20K Sell
200
-19
-9% -$1.79K ﹤0.01% 586
2021
Q4 		$21K Sell
219
-11
-5% -$1.01K ﹤0.01% 577
2021
Q3 		$21K Buy
230
+30
+15% +$2.81K ﹤0.01% 684
2021
Q2 		$18K Hold
200
– – ﹤0.01% 715
2021
Q1 		$19K Hold
200
– – ﹤0.01% 679
2020
Q4 		$18K Hold
200
– – ﹤0.01% 676
2020
Q3 		$19K Hold
200
– – ﹤0.01% 628
2020
Q2 		$17K Hold
200
– – ﹤0.01% 583
2020
Q1 		$18K Buy
+200
New +$19.2K ﹤0.01% 577
2018
Q3 		– Sell
-250
Closed -$16K – 815
2018
Q2 		$16K Buy
+250
New +$15.5K ﹤0.01% 613

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Washington Trust's WEC Position: Q2 2025 in Review

Washington Trust sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 112 shares — an estimated $12.2K sold.

Washington Trust first reported a position in WEC in Q2 2018 and held it in 22 quarters. The position peaked at $154K in Q4 2024. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Washington Trust reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 112 WEC Energy shares in Q2 2025, an estimated $12.2K.
  • Washington Trust first reported a position in WEC Energy in Q2 2018 and held it in 22 quarters.
  • Washington Trust's WEC Energy position peaked at $154K in Q4 2024.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.