WhitTier Trust Company’s WEC Energy WEC Stock Holding History

WhitTier Trust Company’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	$27.8K	Hold	236	–	–	﹤0.01%	850
2026 Q1	$27.5K	Buy	236 +214	+973%	+$24K	﹤0.01%	833
2025 Q4	$2.33K	Hold	22	–	–	﹤0.01%	1160
2025 Q3	$2.49K	Sell	22 -34	-61%	-$3.69K	﹤0.01%	1157
2025 Q2	$5.83K	Buy	56 +34	+155%	+$3.62K	﹤0.01%	1189
2025 Q1	$2.4K	Buy	+22	New	+$2.25K	﹤0.01%	1266
2022 Q4	–	Sell	-8	Closed	-$1K	–	1217
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	1076
2022 Q2	$1K	Buy	+8	New	+$811	﹤0.01%	1109
2019 Q3	–	Sell	-158	Closed	-$13K	–	1015
2019 Q2	$13K	Hold	158	–	–	﹤0.01%	795
2019 Q1	$12K	Hold	158	–	–	﹤0.01%	809
2018 Q4	$11K	Buy	+158	New	+$11.1K	﹤0.01%	829

Other funds holding WEC

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

WhitTier Trust Company's WEC Position: Q2 2026 in Review

WhitTier Trust Company held its WEC Energy (WEC) position steady in Q2 2026 at 236 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

WhitTier Trust Company first reported a position in WEC in Q4 2018 and has held it in 11 quarters since. 670 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

WhitTier Trust Company held 236 shares of WEC Energy worth $27.8K as of Q2 2026.
WhitTier Trust Company left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #850 holding.
WhitTier Trust Company first reported a position in WEC Energy in Q4 2018 and has held it in 11 quarters since.
670 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.