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NBC Securities’s WEC Energy WEC Stock Holding History

NBC Securities’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
Q1 		$3.79M Buy
32,726
+340
+1% +$38.2K 0.28% 79
2025
Q4 		$3.42M Buy
32,386
+31,756
+5,041% +$3.52M 0.26% 89
2025
Q3 		$72.2K Sell
630
-101
-14% -$10.9K 0.01% 1184
2025
Q2 		$76K Sell
731
-18
-2% -$1.92K 0.01% 1170
2025
Q1 		$81K Buy
+749
New +$76.5K 0.01% 1030
2024
Q4 		– Sell
-830
Closed -$79K – 2084
2024
Q3 		$79K Buy
830
+151
+22% +$13.4K 0.01% 1053
2024
Q2 		$53K Sell
679
-39
-5% -$3.17K ﹤0.01% 1130
2024
Q1 		$58K Sell
718
-53
-7% -$4.26K 0.01% 1100
2023
Q4 		$64K Sell
771
-60
-7% -$4.94K 0.01% 1057
2023
Q3 		$66K Buy
+831
New +$72.2K 0.01% 1049

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NBC Securities's WEC Position: Q1 2026 in Review

NBC Securities increased its WEC Energy (WEC) stake by 1% in Q1 2026, buying an estimated $38.2K and bringing the position to 32,726 shares worth $3.79M. The position accounts for 0.28% of the portfolio, ranked #79.

NBC Securities first reported a position in WEC in Q3 2023 and has held it in 10 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • NBC Securities held 32,726 shares of WEC Energy worth $3.79M as of Q1 2026.
  • NBC Securities bought 340 WEC Energy shares in Q1 2026, an estimated $38.2K.
  • WEC Energy made up 0.28% of NBC Securities's portfolio in Q1 2026, its #79 holding.
  • NBC Securities first reported a position in WEC Energy in Q3 2023 and has held it in 10 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.