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Synergy Investment Management’s WEC Energy WEC Stock Holding History

Synergy Investment Management’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 		$28.1K Buy
242
+15
+7% +$1.71K 0.01% 467
2026
Q1 		$26.3K Buy
+227
New +$25.5K 0.01% 364
2025
Q2 		– Sell
-91
Closed -$9.93K – 570
2025
Q1 		$9.93K Sell
91
-1
-1% -$102 ﹤0.01% 387
2024
Q4 		$8.57K Buy
+92
New +$8.92K ﹤0.01% 406

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

Synergy Investment Management's WEC Position: Q2 2026 in Review

Synergy Investment Management increased its WEC Energy (WEC) stake by 6.6% in Q2 2026, buying an estimated $1.71K and bringing the position to 242 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #467.

Synergy Investment Management first reported a position in WEC in Q4 2024 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Synergy Investment Management held 242 shares of WEC Energy worth $28.1K as of Q2 2026.
  • Synergy Investment Management bought 15 WEC Energy shares in Q2 2026, an estimated $1.71K.
  • WEC Energy made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #467 holding.
  • Synergy Investment Management first reported a position in WEC Energy in Q4 2024 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.