NF
WEC icon

Napier Financial’s WEC Energy WEC Stock Holding History

Napier Financial’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 		$36.8K Sell
315
-51
-14% -$5.82K 0.01% 237
2026
Q1 		$42.4K Buy
+366
New +$41.1K 0.01% 222

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

Napier Financial's WEC Position: Q2 2026 in Review

Napier Financial reduced its WEC Energy (WEC) stake by 14% in Q2 2026, selling an estimated $5.82K and leaving 315 shares worth $36.8K. The position accounts for 0.01% of the portfolio, ranked #237.

Napier Financial first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.4K in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Napier Financial held 315 shares of WEC Energy worth $36.8K as of Q2 2026.
  • Napier Financial sold 51 WEC Energy shares in Q2 2026, an estimated $5.82K.
  • WEC Energy made up 0.01% of Napier Financial's portfolio in Q2 2026, its #237 holding.
  • Napier Financial first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • Napier Financial's WEC Energy position peaked at $42.4K in Q1 2026.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Napier Financial's 13F filing for Q2 2026, filed 31 Jul 2026.