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Summit Trail Advisors’s WEC Energy WEC Stock Holding History

Summit Trail Advisors’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 		$2.33M Buy
20,161
+6,169
+44% +$693K 0.03% 430
2025
Q4 		$1.48M Sell
13,992
-69
-0.5% -$7.64K 0.03% 600
2025
Q3 		$1.61M Buy
14,061
+4,263
+44% +$462K 0.02% 563
2025
Q2 		$1.02M Buy
9,798
+4,137
+73% +$440K 0.02% 470
2025
Q1 		$617K Buy
5,661
+1,015
+22% +$104K 0.02% 221
2024
Q4 		$437K Buy
4,646
+1,469
+46% +$142K 0.02% 239
2024
Q3 		$306K Buy
+3,177
New +$282K 0.01% 540
2023
Q3 		– Sell
-2,656
Closed -$234K – 580
2023
Q2 		$234K Buy
+2,656
New +$245K 0.01% 437
2018
Q1 		– Sell
-391
Closed -$25K – 1648
2017
Q4 		$25K Buy
+391
New +$26.2K ﹤0.01% 987

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Summit Trail Advisors's WEC Position: Q1 2026 in Review

Summit Trail Advisors increased its WEC Energy (WEC) stake by 44% in Q1 2026, buying an estimated $693K and bringing the position to 20,161 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #430.

Summit Trail Advisors first reported a position in WEC in Q4 2017 and has held it in 9 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Summit Trail Advisors held 20,161 shares of WEC Energy worth $2.33M as of Q1 2026.
  • Summit Trail Advisors bought 6,169 WEC Energy shares in Q1 2026, an estimated $693K.
  • WEC Energy made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #430 holding.
  • Summit Trail Advisors first reported a position in WEC Energy in Q4 2017 and has held it in 9 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.