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Sierra Summit Advisors’s WEC Energy WEC Stock Holding History

Sierra Summit Advisors’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 		$1.02M Buy
8,713
+237
+3% +$27K 0.11% 131
2026
Q1 		$981K Buy
8,476
+501
+6% +$56.3K 0.14% 105
2025
Q4 		$841K Buy
7,975
+183
+2% +$20.3K 0.13% 122
2025
Q3 		$893K Buy
7,792
+130
+2% +$14.1K 0.14% 108
2025
Q2 		$798K Sell
7,662
-10
-0.1% -$1.06K 0.14% 103
2025
Q1 		$836K Buy
7,672
+270
+4% +$27.6K 0.18% 81
2024
Q4 		$696K Buy
7,402
+1,828
+33% +$177K 0.14% 84
2024
Q3 		$536K Buy
5,574
+921
+20% +$81.6K 0.12% 96
2024
Q2 		$365K Buy
+4,653
New +$378K 0.09% 118

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

Sierra Summit Advisors's WEC Position: Q2 2026 in Review

Sierra Summit Advisors increased its WEC Energy (WEC) stake by 2.8% in Q2 2026, buying an estimated $27K and bringing the position to 8,713 shares worth $1.02M. The position accounts for 0.11% of the portfolio, ranked #131.

Sierra Summit Advisors first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sierra Summit Advisors held 8,713 shares of WEC Energy worth $1.02M as of Q2 2026.
  • Sierra Summit Advisors bought 237 WEC Energy shares in Q2 2026, an estimated $27K.
  • WEC Energy made up 0.11% of Sierra Summit Advisors's portfolio in Q2 2026, its #131 holding.
  • Sierra Summit Advisors first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.