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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
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
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

Nicholson Wealth Management Group's WEC Position: Q1 2026 in Review

Nicholson Wealth Management Group increased its WEC Energy (WEC) stake by 3.7% in Q1 2026, buying an estimated $74.5K and bringing the position to 18,414 shares worth $2.13M. The position accounts for 1.24% of the portfolio, ranked #21.

Nicholson Wealth Management Group first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Nicholson Wealth Management Group held 18,414 shares of WEC Energy worth $2.13M as of Q1 2026.
  • Nicholson Wealth Management Group bought 663 WEC Energy shares in Q1 2026, an estimated $74.5K.
  • WEC Energy made up 1.24% of Nicholson Wealth Management Group's portfolio in Q1 2026, its #21 holding.
  • Nicholson Wealth Management Group first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.