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Nicolet Advisory Services’s WEC Energy WEC Stock Holding History

Nicolet Advisory Services’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
Q4 		$14.5M Buy
138,208
+3,692
+3% +$409K 0.98% 22
2025
Q3 		$15.5M Buy
134,516
+1,975
+1% +$214K 1.21% 19
2025
Q2 		$14.6M Buy
132,541
+4,015
+3% +$427K 1.24% 18
2025
Q1 		$13.6M Buy
128,526
+4,966
+4% +$507K 1.35% 16
2024
Q4 		$11.5M Buy
123,560
+6,565
+6% +$637K 1.06% 21
2024
Q3 		$11.3M Buy
116,995
+956
+0.8% +$84.7K 1.06% 20
2024
Q2 		$9.07M Buy
116,039
+2,521
+2% +$205K 0.87% 26
2024
Q1 		$9.3M Sell
113,518
-6,573
-5% -$529K 0.94% 21
2023
Q4 		$10.4M Sell
120,091
-8,301
-6% -$684K 1.11% 20
2023
Q3 		$10.2M Buy
128,392
+8,719
+7% +$758K 1.13% 16
2023
Q2 		$10.8M Buy
119,673
+6,654
+6% +$615K 1.18% 17
2023
Q1 		$11.1M Buy
113,019
+4,441
+4% +$411K 1.28% 14
2022
Q4 		$10.7M Buy
108,578
+4,381
+4% +$405K 1.41% 12
2022
Q3 		$8.89M Buy
104,197
+18,573
+22% +$1.9M 1.45% 11
2022
Q2 		$8.55M Buy
85,624
+221
+0.3% +$22.4K 1.27% 13
2022
Q1 		$8.92M Sell
85,403
-500
-0.6% -$47.2K 1.17% 14
2021
Q4 		$8.34M Buy
85,903
+219
+0.3% +$20K 1.03% 15
2021
Q3 		$7.56M Buy
85,684
+1,452
+2% +$136K 0.96% 20
2021
Q2 		$7.49M Buy
84,232
+710
+0.9% +$66.9K 0.98% 20
2021
Q1 		$7.82M Sell
83,522
-4,004
-5% -$349K 1.1% 19
2020
Q4 		$8.05M Buy
87,526
+1,755
+2% +$171K 1.13% 16
2020
Q3 		$8.31M Sell
85,771
-9,384
-10% -$874K 1.29% 15
2020
Q2 		$8.34M Buy
95,155
+5,706
+6% +$515K 1.28% 15
2020
Q1 		$7.88M Buy
89,449
+7,382
+9% +$710K 1.39% 17
2019
Q4 		$7.57M Buy
82,067
+5,665
+7% +$517K 1.19% 21
2019
Q3 		$7.27M Buy
76,402
+637
+0.8% +$57.4K 1.1% 22
2019
Q2 		$6.32M Buy
75,765
+1,976
+3% +$158K 0.96% 22
2019
Q1 		$5.83M Buy
+73,789
New +$5.47M 0.99% 22

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nicolet Advisory Services's WEC Position: Q4 2025 in Review

Nicolet Advisory Services increased its WEC Energy (WEC) stake by 2.7% in Q4 2025, buying an estimated $409K and bringing the position to 138,208 shares worth $14.5M. The position accounts for 0.98% of the portfolio, ranked #22.

Nicolet Advisory Services first reported a position in WEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $15.5M in Q3 2025. 1,347 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Nicolet Advisory Services held 138,208 shares of WEC Energy worth $14.5M as of Q4 2025.
  • Nicolet Advisory Services bought 3,692 WEC Energy shares in Q4 2025, an estimated $409K.
  • WEC Energy made up 0.98% of Nicolet Advisory Services's portfolio in Q4 2025, its #22 holding.
  • Nicolet Advisory Services first reported a position in WEC Energy in Q1 2019 and has held it in 28 quarters since.
  • Nicolet Advisory Services's WEC Energy position peaked at $15.5M in Q3 2025.
  • 1,347 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.