Syon Capital’s WEC Energy WEC Stock Holding History

Syon Capital’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	$649K	Sell	5,608 -797	-12%	-$89.5K	0.03%	458
2025 Q4	$675K	Buy	6,405 +1,344	+27%	+$149K	0.03%	445
2025 Q3	$580K	Buy	5,061 +1,065	+27%	+$115K	0.03%	444
2025 Q2	$416K	Buy	3,996 +1,816	+83%	+$193K	0.03%	440
2025 Q1	$238K	Buy	+2,180	New	+$223K	0.02%	493
2024 Q4	–	Sell	-3,142	Closed	-$302K	–	602
2024 Q3	$302K	Buy	3,142 +189	+6%	+$16.8K	0.03%	358
2024 Q2	$232K	Buy	2,953 +24	+0.8%	+$1.95K	0.02%	398
2024 Q1	$241K	Sell	2,929 -3,571	-55%	-$287K	0.02%	401
2023 Q4	$547K	Buy	+6,500	New	+$535K	0.02%	385

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Syon Capital's WEC Position: Q1 2026 in Review

Syon Capital reduced its WEC Energy (WEC) stake by 12% in Q1 2026, selling an estimated $89.5K and leaving 5,608 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #458.

Syon Capital first reported a position in WEC in Q4 2023 and has held it in 9 quarters since. The position peaked at $675K in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Syon Capital held 5,608 shares of WEC Energy worth $649K as of Q1 2026.
Syon Capital sold 797 WEC Energy shares in Q1 2026, an estimated $89.5K.
WEC Energy made up 0.03% of Syon Capital's portfolio in Q1 2026, its #458 holding.
Syon Capital first reported a position in WEC Energy in Q4 2023 and has held it in 9 quarters since.
Syon Capital's WEC Energy position peaked at $675K in Q4 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.