Nalls Sherbakoff Group’s WEC Energy WEC Stock Holding History

Nalls Sherbakoff Group’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	–	Sell	-65	Closed	-$7.47K	–	418
2026 Q1	$7.47K	Hold	65	–	–	0.01%	318
2025 Q4	$6.81K	Buy	+65	New	+$7.2K	﹤0.01%	352

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nalls Sherbakoff Group's WEC Position: Q2 2026 in Review

Nalls Sherbakoff Group sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 65 shares — an estimated $7.47K sold.

Nalls Sherbakoff Group first reported a position in WEC in Q4 2025 and held it in 2 quarters. The position peaked at $7.47K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Nalls Sherbakoff Group reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
Nalls Sherbakoff Group sold 65 WEC Energy shares in Q2 2026, an estimated $7.47K.
Nalls Sherbakoff Group first reported a position in WEC Energy in Q4 2025 and held it in 2 quarters.
Nalls Sherbakoff Group's WEC Energy position peaked at $7.47K in Q1 2026.
1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.