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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
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 $6.73T 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

NBT Bank's WEC Position: Q2 2026 in Review

NBT Bank held its WEC Energy (WEC) position steady in Q2 2026 at 1,314 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #396.

NBT Bank first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NBT Bank held 1,314 shares of WEC Energy worth $153K as of Q2 2026.
  • NBT Bank left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of NBT Bank's portfolio in Q2 2026, its #396 holding.
  • NBT Bank first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.