SGAM
WEC icon

Smith Group Asset Management’s WEC Energy WEC Stock Holding History

Smith Group 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 		$1.84M Hold
15,740
– – 0.07% 78
2026
Q1 		$1.82M Hold
15,740
– – 0.09% 66
2025
Q4 		$1.66M Sell
15,740
-7,700
-33% -$853K 0.09% 70
2025
Q3 		$2.69M Hold
23,440
– – 0.15% 51
2025
Q2 		$2.44M Sell
23,440
-4,560
-16% -$485K 0.16% 55
2025
Q1 		$3.05M Hold
28,000
– – 0.23% 51
2024
Q4 		$2.63M Buy
+28,000
New +$2.71M 0.19% 56

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 $3.38T AUM 44.17% 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

Smith Group Asset Management's WEC Position: Q2 2026 in Review

Smith Group Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 15,740 shares worth $1.84M. The position accounts for 0.07% of the portfolio, ranked #78.

Smith Group Asset Management first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.05M in Q1 2025. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Smith Group Asset Management held 15,740 shares of WEC Energy worth $1.84M as of Q2 2026.
  • Smith Group Asset Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.07% of Smith Group Asset Management's portfolio in Q2 2026, its #78 holding.
  • Smith Group Asset Management first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • Smith Group Asset Management's WEC Energy position peaked at $3.05M in Q1 2025.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Smith Group Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.