Synergy Asset Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
Other funds holding WEC
Synergy Asset Management's WEC Position: Q2 2026 in Review
Synergy Asset Management opened a new position in WEC Energy (WEC) in Q2 2026: 24,620 shares worth $2.87M. The stake represents 0.27% of the portfolio and ranks #65 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in WEC as recently as Q4 2024.
Synergy Asset Management first reported a position in WEC in Q3 2023 and has held it in 5 quarters since. The position peaked at $3.36M in Q4 2023. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- Synergy Asset Management held 24,620 shares of WEC Energy worth $2.87M as of Q2 2026.
- WEC Energy was a new Synergy Asset Management position in Q2 2026.
- WEC Energy made up 0.27% of Synergy Asset Management's portfolio in Q2 2026, its #65 holding.
- Synergy Asset Management first reported a position in WEC Energy in Q3 2023 and has held it in 5 quarters since.
- Synergy Asset Management's WEC Energy position peaked at $3.36M in Q4 2023.
- 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.