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Summit Financial’s WEC Energy WEC Stock Holding History

Summit Financial’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 		$1.47M Buy
12,616
+1,497
+13% +$171K 0.02% 713
2026
Q1 		$1.29M Buy
11,119
+398
+4% +$44.7K 0.02% 694
2025
Q4 		$1.13M Buy
10,721
+626
+6% +$69.3K 0.02% 622
2025
Q3 		$1.16M Sell
10,095
-371
-4% -$40.2K 0.02% 608
2025
Q2 		$1.09M Buy
10,466
+545
+5% +$58K 0.02% 405
2025
Q1 		$1.08M Buy
9,921
+10
+0.1% +$1.02K 0.03% 362
2024
Q4 		$932K Buy
9,911
+3,827
+63% +$371K 0.03% 330
2024
Q3 		$585K Buy
6,084
+84
+1% +$7.44K 0.02% 349
2024
Q2 		$471K Buy
6,000
+777
+15% +$63.1K 0.02% 334
2024
Q1 		$429K Sell
5,223
-125
-2% -$10.1K 0.03% 279
2023
Q4 		$450K Sell
5,348
-240
-4% -$19.8K 0.03% 258
2023
Q3 		$450K Buy
5,588
+5
+0.1% +$434 0.03% 246
2023
Q2 		$493K Buy
+5,583
New +$516K 0.04% 225

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

Summit Financial's WEC Position: Q2 2026 in Review

Summit Financial increased its WEC Energy (WEC) stake by 13% in Q2 2026, buying an estimated $171K and bringing the position to 12,616 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #713.

Summit Financial first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Summit Financial held 12,616 shares of WEC Energy worth $1.47M as of Q2 2026.
  • Summit Financial bought 1,497 WEC Energy shares in Q2 2026, an estimated $171K.
  • WEC Energy made up 0.02% of Summit Financial's portfolio in Q2 2026, its #713 holding.
  • Summit Financial first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.