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Pinnacle Associates’s WEC Energy WEC Stock Holding History

Pinnacle Associates’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 		– Sell
-1,839
Closed -$213K – 1022
2026
Q1 		$213K Buy
+1,839
New +$207K ﹤0.01% 897
2023
Q2 		– Sell
-2,221
Closed -$211K – 842
2023
Q1 		$211K Buy
+2,221
New +$206K ﹤0.01% 721

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

Pinnacle Associates's WEC Position: Q2 2026 in Review

Pinnacle Associates sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,839 shares — an estimated $213K sold.

Pinnacle Associates first reported a position in WEC in Q1 2023 and held it in 2 quarters. The position peaked at $213K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Pinnacle Associates reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Associates sold 1,839 WEC Energy shares in Q2 2026, an estimated $213K.
  • Pinnacle Associates first reported a position in WEC Energy in Q1 2023 and held it in 2 quarters.
  • Pinnacle Associates's WEC Energy position peaked at $213K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.