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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
Q2 		$8.88K Buy
76
+23
+43% +$2.62K ﹤0.01% 862
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
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 Securities Group's WEC Position: Q2 2026 in Review

Summit Securities Group increased its WEC Energy (WEC) stake by 43% in Q2 2026, buying an estimated $2.62K and bringing the position to 76 shares worth $8.88K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

Summit Securities Group first reported a position in WEC in Q2 2015 and has held it in 12 quarters since. The position peaked at $103K in Q3 2022. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Summit Securities Group held 76 shares of WEC Energy worth $8.88K as of Q2 2026.
  • Summit Securities Group bought 23 WEC Energy shares in Q2 2026, an estimated $2.62K.
  • WEC Energy made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #862 holding.
  • Summit Securities Group first reported a position in WEC Energy in Q2 2015 and has held it in 12 quarters since.
  • Summit Securities Group's WEC Energy position peaked at $103K in Q3 2022.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.