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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
Q2 		$3.77M Sell
32,266
-460
-1% -$52.5K 0.26% 92
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 $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

NBC Securities's WEC Position: Q2 2026 in Review

NBC Securities reduced its WEC Energy (WEC) stake by 1.4% in Q2 2026, selling an estimated $52.5K and leaving 32,266 shares worth $3.77M. The position accounts for 0.26% of the portfolio, ranked #92.

NBC Securities first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.79M in Q1 2026. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NBC Securities held 32,266 shares of WEC Energy worth $3.77M as of Q2 2026.
  • NBC Securities sold 460 WEC Energy shares in Q2 2026, an estimated $52.5K.
  • WEC Energy made up 0.26% of NBC Securities's portfolio in Q2 2026, its #92 holding.
  • NBC Securities first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
  • NBC Securities's WEC Energy position peaked at $3.79M in Q1 2026.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.