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 Q3	$80K	Hold	794	–	–	0.02%	375
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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Pinnacle Bancorp's WEC Position: Q3 2026 in Review

Pinnacle Bancorp held its WEC Energy (WEC) position steady in Q3 2026 at 794 shares worth $80K. The position accounts for 0.02% of the portfolio, ranked #375.

Pinnacle Bancorp first reported a position in WEC in Q1 2017 and has held it in 33 quarters since. The position peaked at $151K in Q4 2019. 303 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Pinnacle Bancorp held 794 shares of WEC Energy worth $80K as of Q3 2026.
Pinnacle Bancorp left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.02% of Pinnacle Bancorp's portfolio in Q3 2026, its #375 holding.
Pinnacle Bancorp first reported a position in WEC Energy in Q1 2017 and has held it in 33 quarters since.
Pinnacle Bancorp's WEC Energy position peaked at $151K in Q4 2019.
303 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Pinnacle Bancorp's 13F filing for Q3 2026, filed 21 Oct 2026.