Matrix Trust Co
- SEC CIK
- 0001784277
WEC holding history
WEC ENERGY GROUP, INC.
Every 13F filing in which Matrix Trust Co reported holding WEC, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.
WEC overviewAll 13F holders of WECFull portfolio
| Quarter | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Q2 2026 | 14,621 | $1.71M | 0.25% | −551−3.6% | Reduced |
| Q1 2026 | 15,172 | $1.76M | 0.29% | +872+6.1% | Added |
| Q4 2025 | 14,300 | $1.51M | 0.25% | +95+0.7% | Added |
| Q3 2025 | 14,205 | $1.63M | 0.25% | −2,147−13.1% | Reduced |
| Q2 2025 | 16,352 | $1.7M | 0.27% | 00.0% | Unchanged |
| Q1 2025 | 16,352 | $1.78M | 0.30% | 00.0% | Unchanged |
| Q4 2024 | 16,352 | $1.54M | 0.27% | +16,352 | New |