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NFJ Investment Group’s WEC Energy WEC Stock Holding History

NFJ Investment 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
2025
Q2 		– Sell
-132,617
Closed -$14.5M – 302
2025
Q1 		$14.5M Sell
132,617
-9,261
-7% -$946K 0.49% 69
2024
Q4 		$13.3M Sell
141,878
-2,430
-2% -$236K 0.43% 78
2024
Q3 		$13.9M Buy
144,308
+27,633
+24% +$2.45M 0.41% 75
2024
Q2 		$9.15M Sell
116,675
-7,185
-6% -$584K 0.28% 105
2024
Q1 		$10.2M Buy
+123,860
New +$9.96M 0.28% 104
2022
Q3 		– Sell
-13
Closed -$1K – 359
2022
Q2 		$1K Sell
13
-369,508
-100% -$37.5M ﹤0.01% 313
2022
Q1 		$36.9M Sell
369,521
-50,475
-12% -$4.77M 0.75% 36
2021
Q4 		$40.8M Buy
419,996
+14,214
+4% +$1.3M 0.74% 29
2021
Q3 		$35.8M Sell
405,782
-17,635
-4% -$1.65M 0.7% 32
2021
Q2 		$37.7M Buy
423,417
+1,136
+0.3% +$107K 0.71% 31
2021
Q1 		$39.5M Buy
+422,281
New +$36.8M 0.79% 25

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NFJ Investment Group's WEC Position: Q2 2025 in Review

NFJ Investment Group sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 132,617 shares — an estimated $14.5M sold.

NFJ Investment Group first reported a position in WEC in Q1 2021 and held it in 11 quarters. The position peaked at $40.8M in Q4 2021. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • NFJ Investment Group reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • NFJ Investment Group sold 132,617 WEC Energy shares in Q2 2025, an estimated $14.5M.
  • NFJ Investment Group first reported a position in WEC Energy in Q1 2021 and held it in 11 quarters.
  • NFJ Investment Group's WEC Energy position peaked at $40.8M in Q4 2021.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on NFJ Investment Group's 13F filing for Q2 2025, filed 14 Aug 2025.