Summit Asset Management’s WEC Energy WEC Stock Holding History

Summit 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	$331K	Hold	2,835	–	–	0.04%	149
2026 Q1	$328K	Hold	2,835	–	–	0.05%	140
2025 Q4	$299K	Hold	2,835	–	–	0.04%	141
2025 Q3	$325K	Sell	2,835 -500	-15%	-$54.2K	0.05%	133
2025 Q2	$348K	Hold	3,335	–	–	0.06%	128
2025 Q1	$363K	Hold	3,335	–	–	0.06%	124
2024 Q4	$314K	Hold	3,335	–	–	0.06%	128
2024 Q3	$321K	Hold	3,335	–	–	0.06%	127
2024 Q2	$262K	Hold	3,335	–	–	0.05%	135
2024 Q1	$274K	Hold	3,335	–	–	0.06%	135
2023 Q4	$281K	Hold	3,335	–	–	0.07%	127
2023 Q3	$269K	Hold	3,335	–	–	0.07%	128
2023 Q2	$294K	Hold	3,335	–	–	0.08%	120
2023 Q1	$316K	Hold	3,335	–	–	0.09%	114
2022 Q4	$313K	Hold	3,335	–	–	0.09%	118
2022 Q3	$298K	Hold	3,335	–	–	0.1%	110
2022 Q2	$336K	Sell	3,335 -30	-0.9%	-$3.04K	0.1%	109
2022 Q1	$336K	Hold	3,365	–	–	0.1%	119
2021 Q4	$327K	Buy	3,365 +30	+0.9%	+$2.74K	0.09%	123
2021 Q3	$294K	Hold	3,335	–	–	0.09%	123
2021 Q2	$297K	Hold	3,335	–	–	0.09%	117
2021 Q1	$312K	Hold	3,335	–	–	0.11%	112
2020 Q4	$307K	Sell	3,335 -400	-11%	-$38.9K	0.11%	105
2020 Q3	$362K	Buy	+3,735	New	+$348K	0.15%	83
2020 Q2	–	Sell	-2,317	Closed	-$204K	–	123
2020 Q1	$204K	Hold	2,317	–	–	0.11%	104
2019 Q4	$214K	Hold	2,317	–	–	0.09%	114
2019 Q3	$220K	Buy	+2,317	New	+$209K	0.1%	102

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Summit Asset Management held its WEC Energy (WEC) position steady in Q2 2026 at 2,835 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #149.

Summit Asset Management first reported a position in WEC in Q3 2019 and has held it in 27 quarters since. The position peaked at $363K in Q1 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Summit Asset Management held 2,835 shares of WEC Energy worth $331K as of Q2 2026.
Summit Asset Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Summit Asset Management's portfolio in Q2 2026, its #149 holding.
Summit Asset Management first reported a position in WEC Energy in Q3 2019 and has held it in 27 quarters since.
Summit Asset Management's WEC Energy position peaked at $363K in Q1 2025.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Summit Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.