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Nations Financial Group’s WEC Energy WEC Stock Holding History

Nations Financial 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 		$1.7M Buy
14,585
+1,049
+8% +$120K 0.08% 255
2026
Q1 		$1.57M Sell
13,536
-419
-3% -$47.1K 0.08% 255
2025
Q4 		$1.47M Sell
13,955
-45
-0.3% -$4.98K 0.08% 256
2025
Q3 		$1.6M Buy
14,000
+44
+0.3% +$4.77K 0.1% 229
2025
Q2 		$1.45M Sell
13,956
-288
-2% -$30.6K 0.1% 225
2025
Q1 		$1.55M Sell
14,244
-3,052
-18% -$312K 0.12% 199
2024
Q4 		$1.63M Buy
17,296
+98
+0.6% +$9.5K 0.12% 199
2024
Q3 		$1.65M Buy
17,198
+1,160
+7% +$103K 0.12% 194
2024
Q2 		$1.26M Buy
16,038
+584
+4% +$47.4K 0.1% 220
2024
Q1 		$1.27M Sell
15,454
-399
-3% -$32.1K 0.11% 217
2023
Q4 		$1.33M Sell
15,853
-1,946
-11% -$160K 0.12% 195
2023
Q3 		$1.43M Sell
17,799
-414
-2% -$36K 0.14% 164
2023
Q2 		$1.61M Sell
18,213
-855
-4% -$79K 0.16% 157
2023
Q1 		$1.81M Buy
19,068
+854
+5% +$79.1K 0.19% 143
2022
Q4 		$1.71M Buy
18,214
+13,791
+312% +$1.27M 0.19% 133
2022
Q3 		$396K Hold
4,423
– – 0.06% 344
2022
Q2 		$445K Hold
4,423
– – 0.06% 324
2022
Q1 		$442K Buy
4,423
+2,250
+104% +$212K 0.05% 341
2021
Q4 		$211K Buy
+2,173
New +$199K 0.03% 456
2021
Q1 		– Sell
-5,608
Closed -$516K – 368
2020
Q4 		$516K Hold
5,608
– – 0.14% 191
2020
Q3 		$543K Sell
5,608
-100
-2% -$9.32K 0.17% 164
2020
Q2 		$500K Buy
5,708
+45
+0.8% +$4.06K 0.18% 160
2020
Q1 		$499K Sell
5,663
-154
-3% -$14.8K 0.21% 144
2019
Q4 		$537K Hold
5,817
– – 0.19% 163
2019
Q3 		$549K Buy
+5,817
New +$524K 0.2% 155

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Nations Financial Group's WEC Position: Q2 2026 in Review

Nations Financial Group increased its WEC Energy (WEC) stake by 7.7% in Q2 2026, buying an estimated $120K and bringing the position to 14,585 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #255.

Nations Financial Group first reported a position in WEC in Q3 2019 and has held it in 25 quarters since. The position peaked at $1.81M in Q1 2023. 387 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Nations Financial Group held 14,585 shares of WEC Energy worth $1.7M as of Q2 2026.
  • Nations Financial Group bought 1,049 WEC Energy shares in Q2 2026, an estimated $120K.
  • WEC Energy made up 0.08% of Nations Financial Group's portfolio in Q2 2026, its #255 holding.
  • Nations Financial Group first reported a position in WEC Energy in Q3 2019 and has held it in 25 quarters since.
  • Nations Financial Group's WEC Energy position peaked at $1.81M in Q1 2023.
  • 387 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.