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Pinnacle West Asset Management’s WEC Energy WEC Stock Holding History

Pinnacle West Asset Management’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 		$294K Hold
2,520
– – 0.2% 93
2026
Q1 		$292K Sell
2,520
-60
-2% -$6.74K 0.2% 99
2025
Q4 		$272K Hold
2,580
– – 0.18% 103
2025
Q3 		$296K Buy
2,580
+15
+0.6% +$1.63K 0.19% 97
2025
Q2 		$267K Hold
2,565
– – 0.18% 103
2025
Q1 		$280K Hold
2,565
– – 0.2% 100
2024
Q4 		$241K Hold
2,565
– – 0.17% 105
2024
Q3 		$247K Buy
+2,565
New +$227K 0.18% 105

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 West Asset Management's WEC Position: Q2 2026 in Review

Pinnacle West Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,520 shares worth $294K. The position accounts for 0.2% of the portfolio, ranked #93.

Pinnacle West Asset Management first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $296K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Pinnacle West Asset Management held 2,520 shares of WEC Energy worth $294K as of Q2 2026.
  • Pinnacle West Asset Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.2% of Pinnacle West Asset Management's portfolio in Q2 2026, its #93 holding.
  • Pinnacle West Asset Management first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • Pinnacle West Asset Management's WEC Energy position peaked at $296K in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.