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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
Q2 		$732K Buy
6,271
+663
+12% +$75.6K 0.03% 468
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
-321
-10% -$25.8K 0.02% 401
2023
Q4 		$274K Buy
+3,250
New +$268K 0.03% 369

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

Syon Capital's WEC Position: Q2 2026 in Review

Syon Capital increased its WEC Energy (WEC) stake by 12% in Q2 2026, buying an estimated $75.6K and bringing the position to 6,271 shares worth $732K. The position accounts for 0.03% of the portfolio, ranked #468.

Syon Capital first reported a position in WEC in Q4 2023 and has held it in 10 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Syon Capital held 6,271 shares of WEC Energy worth $732K as of Q2 2026.
  • Syon Capital bought 663 WEC Energy shares in Q2 2026, an estimated $75.6K.
  • WEC Energy made up 0.03% of Syon Capital's portfolio in Q2 2026, its #468 holding.
  • Syon Capital first reported a position in WEC Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.