Nicholson Wealth Management Group’s WEC Energy WEC Stock Holding History

Nicholson Wealth Management 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 Q2	$2.1M	Sell	17,945 -469	-3%	-$53.5K	1.23%	27
2026 Q1	$2.13M	Buy	18,414 +663	+4%	+$74.5K	1.24%	21
2025 Q4	$1.87M	Buy	17,751 +192	+1%	+$21.3K	1.1%	32
2025 Q3	$2.01M	Buy	17,559 +155	+0.9%	+$16.8K	1.18%	20
2025 Q2	$1.81M	Buy	17,404 +60	+0.3%	+$6.38K	1.12%	26
2025 Q1	$1.89M	Buy	17,344 +117	+0.7%	+$11.9K	1.24%	15
2024 Q4	$1.62M	Buy	17,227 +6,510	+61%	+$631K	1.08%	25
2024 Q3	$1.03M	Buy	+10,717	New	+$950K	0.85%	32

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nicholson Wealth Management Group's WEC Position: Q2 2026 in Review

Nicholson Wealth Management Group reduced its WEC Energy (WEC) stake by 2.5% in Q2 2026, selling an estimated $53.5K and leaving 17,945 shares worth $2.1M. The position accounts for 1.23% of the portfolio, ranked #27.

Nicholson Wealth Management Group first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.13M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Nicholson Wealth Management Group held 17,945 shares of WEC Energy worth $2.1M as of Q2 2026.
Nicholson Wealth Management Group sold 469 WEC Energy shares in Q2 2026, an estimated $53.5K.
WEC Energy made up 1.23% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #27 holding.
Nicholson Wealth Management Group first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
Nicholson Wealth Management Group's WEC Energy position peaked at $2.13M in Q1 2026.
1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.