Whittier Trust’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 | $164K | Sell |
1,408
-4
| -0.3% | -$456 | ﹤0.01% | 661 |
|
|
2026
Q1 | $165K | Buy |
1,412
+80
| +6% | +$8.99K | ﹤0.01% | 623 |
|
|
2025
Q4 | $141K | Buy |
1,332
+973
| +271% | +$108K | ﹤0.01% | 669 |
|
|
2025
Q3 | $40.7K | Hold |
359
| – | – | ﹤0.01% | 891 |
|
|
2025
Q2 | $37.4K | Hold |
359
| – | – | ﹤0.01% | 999 |
|
|
2025
Q1 | $39.1K | Hold |
359
| – | – | ﹤0.01% | 978 |
|
|
2024
Q4 | $33.8K | Sell |
359
-683
| -66% | -$66.2K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $100K | Buy |
1,042
+7
| +0.7% | +$620 | ﹤0.01% | 792 |
|
|
2024
Q2 | $81.2K | Hold |
1,035
| – | – | ﹤0.01% | 816 |
|
|
2024
Q1 | $85K | Hold |
1,035
| – | – | ﹤0.01% | 820 |
|
|
2023
Q4 | $87.1K | Sell |
1,035
-52
| -5% | -$4.28K | ﹤0.01% | 803 |
|
|
2023
Q3 | $87.6K | Buy |
1,087
+52
| +5% | +$4.52K | ﹤0.01% | 798 |
|
|
2023
Q2 | $91.3K | Hold |
1,035
| – | – | ﹤0.01% | 796 |
|
|
2023
Q1 | $98.1K | Sell |
1,035
-1,159
| -53% | -$107K | ﹤0.01% | 812 |
|
|
2022
Q4 | $206K | Buy |
2,194
+1,031
| +89% | +$95.3K | ﹤0.01% | 638 |
|
|
2022
Q3 | $104K | Sell |
1,163
-152
| -12% | -$15.5K | ﹤0.01% | 781 |
|
|
2022
Q2 | $132K | Buy |
1,315
+59
| +5% | +$5.98K | ﹤0.01% | 731 |
|
|
2022
Q1 | $125K | Sell |
1,256
-1,970
| -61% | -$186K | ﹤0.01% | 770 |
|
|
2021
Q4 | $314K | Buy |
3,226
+2,000
| +163% | +$183K | 0.01% | 583 |
|
|
2021
Q3 | $109K | Hold |
1,226
| – | – | ﹤0.01% | 759 |
|
|
2021
Q2 | $109K | Sell |
1,226
-156
| -11% | -$14.7K | ﹤0.01% | 781 |
|
|
2021
Q1 | $129K | Sell |
1,382
-316
| -19% | -$27.5K | ﹤0.01% | 722 |
|
|
2020
Q4 | $156K | Sell |
1,698
-20
| -1% | -$1.95K | ﹤0.01% | 636 |
|
|
2020
Q3 | $166K | Sell |
1,718
-54
| -3% | -$5.03K | ﹤0.01% | 610 |
|
|
2020
Q2 | $155K | Sell |
1,772
-145
| -8% | -$13.1K | ﹤0.01% | 594 |
|
|
2020
Q1 | $169K | Sell |
1,917
-457
| -19% | -$44K | 0.01% | 553 |
|
|
2019
Q4 | $219K | Buy |
2,374
+948
| +66% | +$86.4K | 0.01% | 545 |
|
|
2019
Q3 | $135K | Buy |
1,426
+94
| +7% | +$8.47K | ﹤0.01% | 621 |
|
|
2019
Q2 | $111K | Sell |
1,332
-8
| -0.6% | -$642 | ﹤0.01% | 643 |
|
|
2019
Q1 | $106K | Buy |
1,340
+8
| +0.6% | +$594 | ﹤0.01% | 644 |
|
|
2018
Q4 | $92K | Hold |
1,332
| – | – | ﹤0.01% | 651 |
|
|
2018
Q3 | $89K | Hold |
1,332
| – | – | ﹤0.01% | 659 |
|
|
2018
Q2 | $86K | Sell |
1,332
-132
| -9% | -$8.2K | ﹤0.01% | 648 |
|
|
2018
Q1 | $91K | Hold |
1,464
| – | – | ﹤0.01% | 658 |
|
|
2017
Q4 | $97K | Hold |
1,464
| – | – | ﹤0.01% | 627 |
|
|
2017
Q3 | $91K | Hold |
1,464
| – | – | ﹤0.01% | 626 |
|
|
2017
Q2 | $89K | Hold |
1,464
| – | – | ﹤0.01% | 601 |
|
|
2017
Q1 | $89K | Buy |
1,464
+132
| +10% | +$7.78K | ﹤0.01% | 612 |
|
|
2016
Q4 | $78K | Buy |
1,332
+156
| +13% | +$8.95K | ﹤0.01% | 634 |
|
|
2016
Q3 | $70K | Hold |
1,176
| – | – | ﹤0.01% | 645 |
|
|
2016
Q2 | $77K | Hold |
1,176
| – | – | ﹤0.01% | 640 |
|
|
2016
Q1 | $71K | Sell |
1,176
-118
| -9% | -$6.61K | ﹤0.01% | 654 |
|
|
2015
Q4 | $67K | Buy |
1,294
+500
| +63% | +$25.5K | ﹤0.01% | 671 |
|
|
2015
Q3 | $41K | Buy |
+794
| New | +$38.6K | ﹤0.01% | 740 |
|
|
2013
Q4 | – | Sell |
-10,385
| Closed | -$419K | – | 1105 |
|
|
2013
Q3 | $419K | Buy |
+10,385
| New | +$432K | 0.02% | 348 |
|
Other funds holding WEC
Whittier Trust's WEC Position: Q2 2026 in Review
Whittier Trust reduced its WEC Energy (WEC) stake by 0.28% in Q2 2026, selling an estimated $456 and leaving 1,408 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #661.
Whittier Trust first reported a position in WEC in Q3 2013 and has held it in 45 quarters since. The position peaked at $419K in Q3 2013. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Whittier Trust held 1,408 shares of WEC Energy worth $164K as of Q2 2026.
- Whittier Trust sold 4 WEC Energy shares in Q2 2026, an estimated $456.
- WEC Energy made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #661 holding.
- Whittier Trust first reported a position in WEC Energy in Q3 2013 and has held it in 45 quarters since.
- Whittier Trust's WEC Energy position peaked at $419K in Q3 2013.
- 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.