Summit Securities Group’s WEC Energy WEC Stock Holding History

Summit Securities Group’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 Q1	$6.14K	Sell	53 -431	-89%	-$48.4K	﹤0.01%	769
2025 Q4	$51K	Sell	484 -71	-13%	-$7.86K	0.01%	609
2025 Q3	$63.6K	Buy	555 +340	+158%	+$36.9K	0.01%	496
2025 Q2	$22.4K	Buy	+215	New	+$22.9K	﹤0.01%	698
2023 Q3	–	Sell	-412	Closed	-$36K	–	1056
2023 Q2	$36K	Sell	412 -208	-34%	-$19.2K	﹤0.01%	489
2023 Q1	$59K	Buy	620 +301	+94%	+$27.9K	﹤0.01%	391
2022 Q4	$30K	Sell	319 -834	-72%	-$77.1K	﹤0.01%	829
2022 Q3	$103K	Buy	1,153 +479	+71%	+$48.9K	0.01%	528
2022 Q2	$68K	Buy	674 +545	+422%	+$55.3K	0.01%	479
2022 Q1	$13K	Buy	+129	New	+$12.2K	﹤0.01%	797
2015 Q3	–	Sell	-1,082	Closed	-$49K	–	530
2015 Q2	$49K	Buy	+1,082	New	+$51.9K	0.02%	204

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Securities Group's WEC Position: Q1 2026 in Review

Summit Securities Group reduced its WEC Energy (WEC) stake by 89% in Q1 2026, selling an estimated $48.4K and leaving 53 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Summit Securities Group first reported a position in WEC in Q2 2015 and has held it in 11 quarters since. The position peaked at $103K in Q3 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Summit Securities Group held 53 shares of WEC Energy worth $6.14K as of Q1 2026.
Summit Securities Group sold 431 WEC Energy shares in Q1 2026, an estimated $48.4K.
WEC Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #769 holding.
Summit Securities Group first reported a position in WEC Energy in Q2 2015 and has held it in 11 quarters since.
Summit Securities Group's WEC Energy position peaked at $103K in Q3 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.