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SYM Financial Corp’s WEC Energy WEC Stock Holding History

SYM Financial Corp’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 		$632K Buy
5,409
+230
+4% +$26.2K 0.05% 112
2026
Q1 		$600K Sell
5,179
-46
-0.9% -$5.17K 0.06% 108
2025
Q4 		$551K Sell
5,225
-156
-3% -$17.3K 0.06% 119
2025
Q3 		$617K Buy
5,381
+54
+1% +$5.85K 0.07% 92
2025
Q2 		$555K Buy
5,327
+143
+3% +$15.2K 0.06% 113
2025
Q1 		$565K Buy
5,184
+125
+2% +$12.8K 0.07% 91
2024
Q4 		$476K Sell
5,059
-32
-0.6% -$3.1K 0.06% 99
2024
Q3 		$490K Buy
5,091
+188
+4% +$16.7K 0.07% 73
2024
Q2 		$385K Buy
+4,903
New +$398K 0.06% 73

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

SYM Financial Corp's WEC Position: Q2 2026 in Review

SYM Financial Corp increased its WEC Energy (WEC) stake by 4.4% in Q2 2026, buying an estimated $26.2K and bringing the position to 5,409 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #112.

SYM Financial Corp first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • SYM Financial Corp held 5,409 shares of WEC Energy worth $632K as of Q2 2026.
  • SYM Financial Corp bought 230 WEC Energy shares in Q2 2026, an estimated $26.2K.
  • WEC Energy made up 0.05% of SYM Financial Corp's portfolio in Q2 2026, its #112 holding.
  • SYM Financial Corp first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on SYM Financial Corp's 13F filing for Q2 2026, filed 4 Aug 2026.