SYM Financial Corp
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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
Q3 		$607K Buy
6,020
+611
+11% +$66.5K 0.05% 136
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

SYM Financial Corp's WEC Position: Q3 2026 in Review

SYM Financial Corp increased its WEC Energy (WEC) stake by 11% in Q3 2026, buying an estimated $66.5K and bringing the position to 6,020 shares worth $607K. The position accounts for 0.05% of the portfolio, ranked #136.

SYM Financial Corp first reported a position in WEC in Q2 2024 and has held it in 10 quarters since. The position peaked at $632K in Q2 2026. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • SYM Financial Corp held 6,020 shares of WEC Energy worth $607K as of Q3 2026.
  • SYM Financial Corp bought 611 WEC Energy shares in Q3 2026, an estimated $66.5K.
  • WEC Energy made up 0.05% of SYM Financial Corp's portfolio in Q3 2026, its #136 holding.
  • SYM Financial Corp first reported a position in WEC Energy in Q2 2024 and has held it in 10 quarters since.
  • SYM Financial Corp's WEC Energy position peaked at $632K in Q2 2026.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on SYM Financial Corp's 13F filing for Q3 2026, filed 26 Oct 2026.