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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
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 $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

SYM Financial Corp's WEC Position: Q1 2026 in Review

SYM Financial Corp reduced its WEC Energy (WEC) stake by 0.88% in Q1 2026, selling an estimated $5.17K and leaving 5,179 shares worth $600K. The position accounts for 0.06% of the portfolio, ranked #108.

SYM Financial Corp first reported a position in WEC in Q2 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • SYM Financial Corp held 5,179 shares of WEC Energy worth $600K as of Q1 2026.
  • SYM Financial Corp sold 46 WEC Energy shares in Q1 2026, an estimated $5.17K.
  • WEC Energy made up 0.06% of SYM Financial Corp's portfolio in Q1 2026, its #108 holding.
  • SYM Financial Corp first reported a position in WEC Energy in Q2 2024 and has held it in 8 quarters since.
  • SYM Financial Corp's WEC Energy position peaked at $617K in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.