KNW
WEC icon

Kesler Norman & Wride’s WEC Energy WEC Stock Holding History

Kesler Norman & Wride’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 		$667K Sell
5,715
-40
-0.7% -$4.56K 0.11% 180
2026
Q1 		$666K Buy
5,755
+6
+0.1% +$674 0.11% 167
2025
Q4 		$606K Sell
5,749
-1,172
-17% -$130K 0.1% 179
2025
Q3 		$651K Buy
6,921
+1,145
+20% +$124K 0.13% 159
2025
Q2 		$602K Buy
5,776
+6
+0.1% +$638 0.11% 176
2025
Q1 		$629K Sell
5,770
-1,151
-17% -$118K 0.12% 169
2024
Q4 		$651K Sell
6,921
-596
-8% -$57.8K 0.14% 154
2024
Q3 		$723K Sell
7,517
-5,976
-44% -$530K 0.14% 134
2024
Q2 		$1.06M Sell
13,493
-4,977
-27% -$404K 0.22% 100
2024
Q1 		$1.52M Buy
18,470
+1,149
+7% +$92.4K 0.32% 89
2023
Q4 		$1.46M Buy
17,321
+456
+3% +$37.6K 0.33% 86
2023
Q3 		$1.36M Sell
16,865
-280
-2% -$24.3K 0.34% 89
2023
Q2 		$1.51M Buy
17,145
+261
+2% +$24.1K 0.37% 85
2023
Q1 		$1.6M Buy
16,884
+1,193
+8% +$110K 0.4% 81
2022
Q4 		$1.47M Buy
15,691
+5,713
+57% +$528K 0.38% 86
2022
Q3 		$892K Buy
9,978
+44
+0.4% +$4.5K 0.25% 98
2022
Q2 		$1M Buy
9,934
+96
+1% +$9.73K 0.28% 92
2022
Q1 		$982K Buy
9,838
+44
+0.4% +$4.16K 0.22% 103
2021
Q4 		$951K Buy
9,794
+169
+2% +$15.4K 0.2% 106
2021
Q3 		$849K Buy
9,625
+14
+0.1% +$1.31K 0.2% 113
2021
Q2 		$905K Buy
9,611
+35
+0.4% +$3.3K 0.21% 115
2021
Q1 		$896K Buy
9,576
+1,200
+14% +$105K 0.22% 113
2020
Q4 		$771K Buy
+8,376
New +$815K 0.21% 109

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

Kesler Norman & Wride's WEC Position: Q2 2026 in Review

Kesler Norman & Wride reduced its WEC Energy (WEC) stake by 0.7% in Q2 2026, selling an estimated $4.56K and leaving 5,715 shares worth $667K. The position accounts for 0.11% of the portfolio, ranked #180.

Kesler Norman & Wride first reported a position in WEC in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.6M in Q1 2023. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kesler Norman & Wride held 5,715 shares of WEC Energy worth $667K as of Q2 2026.
  • Kesler Norman & Wride sold 40 WEC Energy shares in Q2 2026, an estimated $4.56K.
  • WEC Energy made up 0.11% of Kesler Norman & Wride's portfolio in Q2 2026, its #180 holding.
  • Kesler Norman & Wride first reported a position in WEC Energy in Q4 2020 and has held it in 23 quarters since.
  • Kesler Norman & Wride's WEC Energy position peaked at $1.6M in Q1 2023.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.