Summitry LLC’s WEC Energy WEC Stock Holding History

Summitry LLC’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	$241K	Buy	2,065 +176	+9%	+$20.1K	0.01%	298
2026 Q1	$219K	Buy	+1,889	New	+$212K	0.01%	268

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

Summitry LLC's WEC Position: Q2 2026 in Review

Summitry LLC increased its WEC Energy (WEC) stake by 9.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 2,065 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #298.

Summitry LLC first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Summitry LLC held 2,065 shares of WEC Energy worth $241K as of Q2 2026.
Summitry LLC bought 176 WEC Energy shares in Q2 2026, an estimated $20.1K.
WEC Energy made up 0.01% of Summitry LLC's portfolio in Q2 2026, its #298 holding.
Summitry LLC first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.