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WoodTrust Financial’s WEC Energy WEC Stock Holding History

WoodTrust Financial’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 		$274K Sell
2,343
-1,978
-46% -$226K 0.03% 157
2026
Q1 		$500K Hold
4,321
– – 0.06% 114
2025
Q4 		$456K Hold
4,321
– – 0.05% 128
2025
Q3 		$495K Sell
4,321
-968
-18% -$105K 0.06% 122
2025
Q2 		$551K Hold
5,289
– – 0.07% 103
2025
Q1 		$576K Sell
5,289
-100
-2% -$10.2K 0.08% 108
2024
Q4 		$507K Buy
5,389
+1,714
+47% +$166K 0.07% 117
2024
Q3 		$353K Hold
3,675
– – 0.05% 131
2024
Q2 		$288K Hold
3,675
– – 0.04% 144
2024
Q1 		$302 Buy
+3,675
New +$296K 0.05% 138
2022
Q2 		– Sell
-2,450
Closed -$245K – 162
2022
Q1 		$245K Buy
+2,450
New +$231K 0.05% 136

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

WoodTrust Financial's WEC Position: Q2 2026 in Review

WoodTrust Financial reduced its WEC Energy (WEC) stake by 46% in Q2 2026, selling an estimated $226K and leaving 2,343 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #157.

WoodTrust Financial first reported a position in WEC in Q1 2022 and has held it in 11 quarters since. The position peaked at $576K in Q1 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • WoodTrust Financial held 2,343 shares of WEC Energy worth $274K as of Q2 2026.
  • WoodTrust Financial sold 1,978 WEC Energy shares in Q2 2026, an estimated $226K.
  • WEC Energy made up 0.03% of WoodTrust Financial's portfolio in Q2 2026, its #157 holding.
  • WoodTrust Financial first reported a position in WEC Energy in Q1 2022 and has held it in 11 quarters since.
  • WoodTrust Financial's WEC Energy position peaked at $576K in Q1 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.