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Sumitomo Life Insurance’s WEC Energy WEC Stock Holding History

Sumitomo Life Insurance’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 		$1.24M Sell
10,614
-622
-6% -$71K 0.02% 181
2026
Q1 		$1.3M Buy
+11,236
New +$1.26M 0.03% 164
2021
Q3 		– Sell
-10,208
Closed -$908K – 288
2021
Q2 		$908K Sell
10,208
-1,772
-15% -$167K 0.03% 233
2021
Q1 		$1.12M Sell
11,980
-510
-4% -$44.5K 0.05% 216
2020
Q4 		$1.15M Sell
12,490
-1,138
-8% -$111K 0.05% 207
2020
Q3 		$1.32M Sell
13,628
-1,014
-7% -$94.5K 0.06% 183
2020
Q2 		$1.28M Sell
14,642
-1,054
-7% -$95.1K 0.07% 181
2020
Q1 		$1.38M Buy
15,696
+81
+0.5% +$7.79K 0.1% 149
2019
Q4 		$1.44M Buy
15,615
+992
+7% +$90.4K 0.16% 191
2019
Q3 		$1.39M Sell
14,623
-1,684
-10% -$152K 0.18% 177
2019
Q2 		$1.36M Buy
16,307
+584
+4% +$46.8K 0.16% 189
2019
Q1 		$1.24M Sell
15,723
-1,732
-10% -$128K 0.17% 190
2018
Q4 		$1.21M Buy
17,455
+428
+3% +$30.1K 0.17% 186
2018
Q3 		$1.14M Buy
+17,027
New +$1.13M 0.14% 217

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

Sumitomo Life Insurance's WEC Position: Q2 2026 in Review

Sumitomo Life Insurance reduced its WEC Energy (WEC) stake by 5.5% in Q2 2026, selling an estimated $71K and leaving 10,614 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #181.

Sumitomo Life Insurance first reported a position in WEC in Q3 2018 and has held it in 14 quarters since. The position peaked at $1.44M in Q4 2019. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sumitomo Life Insurance held 10,614 shares of WEC Energy worth $1.24M as of Q2 2026.
  • Sumitomo Life Insurance sold 622 WEC Energy shares in Q2 2026, an estimated $71K.
  • WEC Energy made up 0.02% of Sumitomo Life Insurance's portfolio in Q2 2026, its #181 holding.
  • Sumitomo Life Insurance first reported a position in WEC Energy in Q3 2018 and has held it in 14 quarters since.
  • Sumitomo Life Insurance's WEC Energy position peaked at $1.44M in Q4 2019.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sumitomo Life Insurance's 13F filing for Q2 2026, filed 12 Aug 2026.