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Norden Group’s WEC Energy WEC Stock Holding History

Norden 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 		$1.03M Sell
8,780
-140
-2% -$16K 0.08% 210
2026
Q1 		$1.03M Sell
8,920
-822
-8% -$92.4K 0.1% 185
2025
Q4 		$1.03M Buy
9,742
+30
+0.3% +$3.32K 0.1% 184
2025
Q3 		$1.11M Sell
9,712
-83
-0.8% -$9K 0.11% 171
2025
Q2 		$1.02M Sell
9,795
-114
-1% -$12.1K 0.11% 178
2025
Q1 		$1.08M Buy
9,909
+1,913
+24% +$195K 0.12% 158
2024
Q4 		$752K Buy
7,996
+463
+6% +$44.9K 0.09% 247
2024
Q3 		$725K Buy
7,533
+2,562
+52% +$227K 0.09% 254
2024
Q2 		$390K Sell
4,971
-803
-14% -$65.2K 0.08% 260
2024
Q1 		$474K Buy
+5,774
New +$464K 0.1% 242

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norden Group's WEC Position: Q2 2026 in Review

Norden Group reduced its WEC Energy (WEC) stake by 1.6% in Q2 2026, selling an estimated $16K and leaving 8,780 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #210.

Norden Group first reported a position in WEC in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Norden Group held 8,780 shares of WEC Energy worth $1.03M as of Q2 2026.
  • Norden Group sold 140 WEC Energy shares in Q2 2026, an estimated $16K.
  • WEC Energy made up 0.08% of Norden Group's portfolio in Q2 2026, its #210 holding.
  • Norden Group first reported a position in WEC Energy in Q1 2024 and has held it in 10 quarters since.
  • Norden Group's WEC Energy position peaked at $1.11M in Q3 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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