Pinnacle Bancorp’s WEC Energy WEC Stock Holding History

Pinnacle Bancorp’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	$92.7K	Sell	794 -188	-19%	-$21.4K	0.02%	362
2026 Q1	$114K	Hold	982	–	–	0.03%	317
2025 Q4	$104K	Hold	982	–	–	0.03%	322
2025 Q3	$113K	Hold	982	–	–	0.03%	313
2025 Q2	$102K	Hold	982	–	–	0.03%	317
2025 Q1	$107K	Hold	982	–	–	0.03%	304
2024 Q4	$92.3K	Hold	982	–	–	0.03%	320
2024 Q3	$94.4K	Hold	982	–	–	0.03%	305
2024 Q2	$77K	Hold	982	–	–	0.02%	323
2024 Q1	$80.6K	Hold	982	–	–	0.02%	321
2023 Q4	$82.7K	Hold	982	–	–	0.03%	302
2023 Q3	$79.1K	Hold	982	–	–	0.03%	289
2023 Q2	$86.7K	Hold	982	–	–	0.03%	280
2023 Q1	$93.1K	Hold	982	–	–	0.03%	264
2022 Q4	$92K	Hold	982	–	–	0.04%	259
2022 Q3	$88K	Hold	982	–	–	0.04%	248
2022 Q2	$99K	Hold	982	–	–	0.04%	238
2022 Q1	$98K	Hold	982	–	–	0.03%	250
2021 Q4	$95K	Hold	982	–	–	0.03%	258
2021 Q3	$87K	Hold	982	–	–	0.03%	257
2021 Q2	$87K	Hold	982	–	–	0.04%	261
2021 Q1	$92K	Sell	982 -250	-20%	-$21.8K	0.04%	242
2020 Q4	$113K	Hold	1,232	–	–	0.07%	212
2020 Q3	$119K	Hold	1,232	–	–	0.08%	182
2020 Q2	$108K	Hold	1,232	–	–	0.08%	193
2020 Q1	$109K	Sell	1,232 -402	-25%	-$38.7K	0.09%	177
2019 Q4	$151K	Buy	1,634 +402	+33%	+$36.7K	0.1%	166
2019 Q3	$117K	Hold	1,232	–	–	0.07%	187
2019 Q2	$103K	Hold	1,232	–	–	0.06%	200
2019 Q1	$97K	Hold	1,232	–	–	0.06%	214
2018 Q4	$85K	Buy	+1,232	New	+$86.5K	0.05%	219
2017 Q1	$86K	Buy	+1,423	New	+$83.9K	0.06%	213

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Bancorp's WEC Position: Q2 2026 in Review

Pinnacle Bancorp reduced its WEC Energy (WEC) stake by 19% in Q2 2026, selling an estimated $21.4K and leaving 794 shares worth $92.7K. The position accounts for 0.02% of the portfolio, ranked #362.

Pinnacle Bancorp first reported a position in WEC in Q1 2017 and has held it in 32 quarters since. The position peaked at $151K in Q4 2019. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Pinnacle Bancorp held 794 shares of WEC Energy worth $92.7K as of Q2 2026.
Pinnacle Bancorp sold 188 WEC Energy shares in Q2 2026, an estimated $21.4K.
WEC Energy made up 0.02% of Pinnacle Bancorp's portfolio in Q2 2026, its #362 holding.
Pinnacle Bancorp first reported a position in WEC Energy in Q1 2017 and has held it in 32 quarters since.
Pinnacle Bancorp's WEC Energy position peaked at $151K in Q4 2019.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.