Nisa Investment Advisors
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Nisa Investment Advisors’s WEC Energy WEC Stock Holding History

Nisa Investment Advisors’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 		$31.3M Sell
270,069
-600
-0.2% -$67.4K 0.12% 108
2025
Q4 		$28.5M Buy
270,669
+1,132
+0.4% +$125K 0.09% 129
2025
Q3 		$30.9M Buy
269,537
+60,019
+29% +$6.51M 0.12% 114
2025
Q2 		$21.8M Buy
209,518
+366
+0.2% +$38.9K 0.1% 156
2025
Q1 		$22.8M Sell
209,152
-2,373
-1% -$242K 0.11% 153
2024
Q4 		$19.9M Sell
211,525
-6,594
-3% -$639K 0.08% 189
2024
Q3 		$21M Buy
218,119
+1,140
+0.5% +$101K 0.12% 163
2024
Q2 		$17M Buy
216,979
+9,934
+5% +$807K 0.11% 186
2024
Q1 		$17M Sell
207,045
-6,318
-3% -$508K 0.11% 187
2023
Q4 		$18M Sell
213,363
-484
-0.2% -$39.9K 0.13% 172
2023
Q3 		$17.2M Sell
213,847
-13,117
-6% -$1.14M 0.13% 179
2023
Q2 		$20M Buy
226,964
+893
+0.4% +$82.5K 0.15% 153
2023
Q1 		$21.4M Buy
226,071
+704
+0.3% +$65.2K 0.17% 135
2022
Q4 		$21.1M Sell
225,367
-14,371
-6% -$1.33M 0.17% 144
2022
Q3 		$21.4M Sell
239,738
-15,935
-6% -$1.63M 0.18% 124
2022
Q2 		$25.7M Buy
255,673
+12,905
+5% +$1.31M 0.23% 101
2022
Q1 		$24.2M Buy
242,768
+1,480
+0.6% +$140K 0.17% 119
2021
Q4 		$23.4M Sell
241,288
-17,001
-7% -$1.55M 0.18% 127
2021
Q3 		$22.8K Buy
258,289
+5,875
+2% +$551K 0.14% 139
2021
Q2 		$22.5K Sell
252,414
-17,585
-7% -$1.66M 0.14% 141
2021
Q1 		$25.3K Buy
269,999
+2,685
+1% +$234K 0.16% 126
2020
Q4 		$24.6M Sell
267,314
-2,774
-1% -$270K 0.16% 144
2020
Q3 		$26.2M Sell
270,088
-25,105
-9% -$2.34M 0.21% 110
2020
Q2 		$25.9M Buy
295,193
+7,680
+3% +$693K 0.24% 95
2020
Q1 		$25.3M Buy
287,513
+2,400
+0.8% +$231K 0.28% 83
2019
Q4 		$26.3M Buy
285,113
+778
+0.3% +$70.9K 0.23% 101
2019
Q3 		$27M Buy
284,335
+700
+0.2% +$63.1K 0.24% 93
2019
Q2 		$23.6M Sell
283,635
-2,000
-0.7% -$160K 0.22% 100
2019
Q1 		$22.6M Sell
285,635
-4,850
-2% -$360K 0.22% 100
2018
Q4 		$20.1M Sell
290,485
-4,400
-1% -$309K 0.22% 102
2018
Q3 		$19.7M Buy
294,885
+420
+0.1% +$28K 0.18% 131
2018
Q2 		$19M Buy
294,465
+210
+0.1% +$13.1K 0.2% 119
2018
Q1 		$18.3M Buy
294,255
+5,790
+2% +$359K 0.19% 124
2017
Q4 		$19.2M Sell
288,465
-8,389
-3% -$563K 0.2% 120
2017
Q3 		$18.6M Sell
296,854
-7,236
-2% -$462K 0.21% 107
2017
Q2 		$18.7M Sell
304,090
-58,503
-16% -$3.61M 0.22% 107
2017
Q1 		$22M Buy
362,593
+43,685
+14% +$2.57M 0.26% 86
2016
Q4 		$18.7M Sell
318,908
-2,252
-0.7% -$129K 0.23% 93
2016
Q3 		$19.2M Buy
321,160
+11,100
+4% +$693K 0.25% 86
2016
Q2 		$20.2M Sell
310,060
-12,330
-4% -$742K 0.27% 78
2016
Q1 		$19.4M Buy
322,390
+17,100
+6% +$957K 0.28% 81
2015
Q4 		$15.7M Sell
305,290
-32,400
-10% -$1.65M 0.22% 104
2015
Q3 		$17.5M Sell
337,690
-29,616
-8% -$1.44M 0.27% 87
2015
Q2 		$16.5M Buy
367,306
+102,296
+39% +$4.91M 0.23% 99
2015
Q1 		$13.1M Sell
265,010
-700
-0.3% -$36.6K 0.18% 128
2014
Q4 		$14M Sell
265,710
-3,600
-1% -$177K 0.19% 117
2014
Q3 		$11.6M Buy
269,310
+8,700
+3% +$386K 0.16% 137
2014
Q2 		$12.2M Sell
260,610
-2,400
-0.9% -$111K 0.17% 136
2014
Q1 		$12.2M Buy
263,010
+6,600
+3% +$284K 0.17% 127
2013
Q4 		$10.6M Buy
256,410
+10,000
+4% +$415K 0.15% 143
2013
Q3 		$9.95M Sell
246,410
-800
-0.3% -$33.3K 0.15% 139
2013
Q2 		$10.1M Buy
+247,210
New +$10.5M 0.16% 137

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

Nisa Investment Advisors's WEC Position: Q1 2026 in Review

Nisa Investment Advisors reduced its WEC Energy (WEC) stake by 0.22% in Q1 2026, selling an estimated $67.4K and leaving 270,069 shares worth $31.3M. The position accounts for 0.12% of the portfolio, ranked #108.

Nisa Investment Advisors first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Nisa Investment Advisors held 270,069 shares of WEC Energy worth $31.3M as of Q1 2026.
  • Nisa Investment Advisors sold 600 WEC Energy shares in Q1 2026, an estimated $67.4K.
  • WEC Energy made up 0.12% of Nisa Investment Advisors's portfolio in Q1 2026, its #108 holding.
  • Nisa Investment Advisors first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.