NBT Bank
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NBT Bank’s WEC Energy WEC Stock Holding History

NBT Bank’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
Q3 		$91.1K Sell
904
-410
-31% -$44.6K 0.01% 374
2026
Q2 		$153K Hold
1,314
– – 0.01% 396
2026
Q1 		$152K Buy
1,314
+789
+150% +$88.6K 0.01% 394
2025
Q4 		$140K Sell
525
-10
-2% -$1.11K 0.01% 396
2025
Q3 		$152K Sell
535
-459
-46% -$49.8K 0.01% 390
2025
Q2 		$104K Hold
994
– – 0.01% 420
2025
Q1 		$108K Hold
994
– – 0.01% 408
2024
Q4 		$93.5K Sell
994
-150
-13% -$14.5K 0.01% 430
2024
Q3 		$110K Buy
1,144
+240
+27% +$21.3K 0.01% 425
2024
Q2 		$70.7K Hold
904
– – 0.01% 390
2024
Q1 		$74.2K Hold
904
– – 0.01% 390
2023
Q4 		$76.1K Buy
+904
New +$74.4K 0.01% 389

Other funds holding WEC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

NBT Bank's WEC Position: Q3 2026 in Review

NBT Bank reduced its WEC Energy (WEC) stake by 31% in Q3 2026, selling an estimated $44.6K and leaving 904 shares worth $91.1K. The position accounts for 0.01% of the portfolio, ranked #374.

NBT Bank first reported a position in WEC in Q4 2023 and has held it in 12 quarters since. The position peaked at $153K in Q2 2026. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • NBT Bank held 904 shares of WEC Energy worth $91.1K as of Q3 2026.
  • NBT Bank sold 410 WEC Energy shares in Q3 2026, an estimated $44.6K.
  • WEC Energy made up 0.01% of NBT Bank's portfolio in Q3 2026, its #374 holding.
  • NBT Bank first reported a position in WEC Energy in Q4 2023 and has held it in 12 quarters since.
  • NBT Bank's WEC Energy position peaked at $153K in Q2 2026.
  • 1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.