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Newbridge Financial Services Group’s WEC Energy WEC Stock Holding History

Newbridge Financial Services 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
Q1 		$7.67K Sell
66
-119
-64% -$13.4K ﹤0.01% 838
2025
Q4 		$19.5K Buy
185
+2
+1% +$221 ﹤0.01% 648
2025
Q3 		$21K Sell
183
-13
-7% -$1.41K ﹤0.01% 734
2025
Q2 		$20.4K Buy
196
+16
+9% +$1.7K ﹤0.01% 720
2025
Q1 		$19.6K Buy
180
+1
+0.6% +$102 ﹤0.01% 550
2024
Q4 		$16.8K Buy
179
+116
+184% +$11.2K ﹤0.01% 641
2024
Q3 		$6.07K Hold
63
– – ﹤0.01% 490
2024
Q2 		$4.91K Buy
63
+36
+133% +$2.92K ﹤0.01% 849
2024
Q1 		$2.24K Sell
27
-180
-87% -$14.5K ﹤0.01% 984
2023
Q4 		$17.4K Sell
207
-82
-28% -$6.75K 0.01% 618
2023
Q3 		$23.3K Buy
289
+1
+0.3% +$87 0.01% 605
2023
Q2 		$25.5K Hold
288
– – 0.01% 621
2023
Q1 		$27.3K Hold
288
– – 0.01% 617
2022
Q4 		$27K Buy
288
+26
+10% +$2.4K 0.02% 631
2022
Q3 		$23K Hold
262
– – 0.01% 661
2022
Q2 		$26K Hold
262
– – 0.02% 581
2022
Q1 		$26K Buy
262
+46
+21% +$4.34K 0.01% 655
2021
Q4 		$21K Buy
+216
New +$19.7K 0.01% 717
2021
Q1 		– Sell
-130
Closed -$12K – 1437
2020
Q4 		$12K Sell
130
-14
-10% -$1.36K 0.01% 680
2020
Q3 		$14K Buy
+144
New +$13.4K 0.01% 594

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

Newbridge Financial Services Group's WEC Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its WEC Energy (WEC) stake by 64% in Q1 2026, selling an estimated $13.4K and leaving 66 shares worth $7.67K. The position accounts for ﹤0.01% of the portfolio, ranked #838.

Newbridge Financial Services Group first reported a position in WEC in Q3 2020 and has held it in 20 quarters since. The position peaked at $27.3K in Q1 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Newbridge Financial Services Group held 66 shares of WEC Energy worth $7.67K as of Q1 2026.
  • Newbridge Financial Services Group sold 119 WEC Energy shares in Q1 2026, an estimated $13.4K.
  • WEC Energy made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q1 2026, its #838 holding.
  • Newbridge Financial Services Group first reported a position in WEC Energy in Q3 2020 and has held it in 20 quarters since.
  • Newbridge Financial Services Group's WEC Energy position peaked at $27.3K in Q1 2023.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.