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Sumitomo Mitsui DS Asset Management’s WEC Energy WEC Stock Holding History

Sumitomo Mitsui DS 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 		$7.15M Sell
61,247
-633
-1% -$72.2K 0.05% 279
2026
Q1 		$7.16M Buy
61,880
+12,174
+24% +$1.37M 0.06% 250
2025
Q4 		$5.24M Buy
49,706
+4,907
+11% +$543K 0.04% 306
2025
Q3 		$5.13M Buy
44,799
+510
+1% +$55.3K 0.04% 309
2025
Q2 		$4.61M Sell
44,289
-137
-0.3% -$14.6K 0.04% 323
2025
Q1 		$4.84M Buy
44,426
+578
+1% +$59K 0.05% 296
2024
Q4 		$4.12M Buy
43,848
+4,332
+11% +$420K 0.04% 324
2024
Q3 		$3.8M Buy
39,516
+314
+0.8% +$27.8K 0.04% 337
2024
Q2 		$3.08M Buy
39,202
+639
+2% +$51.9K 0.04% 359
2024
Q1 		$3.17M Buy
38,563
+3,242
+9% +$261K 0.04% 350
2023
Q4 		$2.97M Buy
35,321
+587
+2% +$48.3K 0.04% 370
2023
Q3 		$2.8M Buy
34,734
+296
+0.9% +$25.7K 0.04% 325
2023
Q2 		$3.04M Buy
34,438
+339
+1% +$31.3K 0.05% 308
2023
Q1 		$3.23M Buy
34,099
+3,120
+10% +$289K 0.06% 266
2022
Q4 		$2.9M Buy
30,979
+192
+0.6% +$17.7K 0.06% 275
2022
Q3 		$2.75M Buy
30,787
+2,602
+9% +$266K 0.06% 257
2022
Q2 		$2.84M Buy
28,185
+1,321
+5% +$134K 0.07% 246
2022
Q1 		$2.68M Buy
26,864
+12
+0% +$1.13K 0.06% 284
2021
Q4 		$2.61M Buy
26,852
+184
+0.7% +$16.8K 0.05% 298
2021
Q3 		$2.35M Sell
26,668
-209
-0.8% -$19.6K 0.06% 298
2021
Q2 		$2.39M Sell
26,877
-20,488
-43% -$1.93M 0.06% 291
2021
Q1 		$4.43M Sell
47,365
-611
-1% -$53.3K 0.12% 175
2020
Q4 		$4.42M Sell
47,976
-145
-0.3% -$14.1K 0.13% 159
2020
Q3 		$4.66M Buy
48,121
+329
+0.7% +$30.7K 0.15% 126
2020
Q2 		$4.19M Buy
47,792
+833
+2% +$75.2K 0.14% 129
2020
Q1 		$4.14M Buy
46,959
+30
+0.1% +$2.88K 0.17% 112
2019
Q4 		$4.33M Sell
46,929
-1,733
-4% -$158K 0.15% 141
2019
Q3 		$4.63M Buy
48,662
+2,550
+6% +$230K 0.17% 131
2019
Q2 		$3.84M Sell
46,112
-5,514
-11% -$442K 0.16% 138
2019
Q1 		$4.08M Buy
51,626
+1,792
+4% +$133K 0.07% 224
2018
Q4 		$3.45M Sell
49,834
-43
-0.1% -$3.02K 0.06% 222
2018
Q3 		$3.33M Buy
49,877
+23,860
+92% +$1.59M 0.05% 270
2018
Q2 		$1.68M Buy
26,017
+422
+2% +$26.2K 0.03% 396
2018
Q1 		$1.6M Buy
25,595
+2,491
+11% +$155K 0.02% 409
2017
Q4 		$1.53M Sell
23,104
-399
-2% -$26.8K 0.02% 419
2017
Q3 		$1.48M Sell
23,503
-1,249
-5% -$79.7K 0.02% 393
2017
Q2 		$1.52M Sell
24,752
-1,438
-5% -$88.8K 0.02% 394
2017
Q1 		$1.59M Buy
26,190
+2,511
+11% +$148K 0.03% 381
2016
Q4 		$1.39M Sell
23,679
-1,188
-5% -$68.1K 0.03% 379
2016
Q3 		$1.49M Buy
24,867
+1,029
+4% +$64.2K 0.03% 360
2016
Q2 		$1.56M Buy
23,838
+387
+2% +$23.3K 0.05% 314
2016
Q1 		$1.41M Buy
23,451
+245
+1% +$13.7K 0.04% 316
2015
Q4 		$1.19M Sell
23,206
-1,970
-8% -$101K 0.04% 346
2015
Q3 		$1.31M Buy
25,176
+1,909
+8% +$92.9K 0.04% 332
2015
Q2 		$1.05M Buy
23,267
+5,684
+32% +$273K 0.03% 423
2015
Q1 		$870K Sell
17,583
-1,212
-6% -$63.4K 0.03% 505
2014
Q4 		$991K Sell
18,795
-1,588
-8% -$77.9K 0.03% 469
2014
Q3 		$876K Sell
20,383
-2,221
-10% -$98.6K 0.03% 521
2014
Q2 		$1.06M Sell
22,604
-54
-0.2% -$2.51K 0.03% 486
2014
Q1 		$1.05M Sell
22,658
-2,801
-11% -$121K 0.03% 491
2013
Q4 		$1.05M Sell
25,459
-2,587
-9% -$107K 0.03% 487
2013
Q3 		$1.13M Buy
28,046
+18
+0.1% +$749 0.03% 455
2013
Q2 		$1.15M Buy
+28,028
New +$1.19M 0.03% 437

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's WEC Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its WEC Energy (WEC) stake by 1% in Q2 2026, selling an estimated $72.2K and leaving 61,247 shares worth $7.15M. The position accounts for 0.05% of the portfolio, ranked #279.

Sumitomo Mitsui DS Asset Management first reported a position in WEC in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.16M in Q1 2026. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Sumitomo Mitsui DS Asset Management held 61,247 shares of WEC Energy worth $7.15M as of Q2 2026.
  • Sumitomo Mitsui DS Asset Management sold 633 WEC Energy shares in Q2 2026, an estimated $72.2K.
  • WEC Energy made up 0.05% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #279 holding.
  • Sumitomo Mitsui DS Asset Management first reported a position in WEC Energy in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui DS Asset Management's WEC Energy position peaked at $7.16M in Q1 2026.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.