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Norris Perne & French’s WEC Energy WEC Stock Holding History

Norris Perne & French’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 		$383K Buy
3,281
+814
+33% +$92.9K 0.02% 118
2026
Q1 		$286K Sell
2,467
-304
-11% -$34.2K 0.01% 129
2025
Q4 		$292K Hold
2,771
– – 0.02% 130
2025
Q3 		$318K Buy
2,771
+229
+9% +$24.8K 0.02% 125
2025
Q2 		$265K Hold
2,542
– – 0.02% 131
2025
Q1 		$277K Hold
2,542
– – 0.02% 121
2024
Q4 		$239K Hold
2,542
– – 0.02% 129
2024
Q3 		$244K Buy
+2,542
New +$225K 0.02% 131
2024
Q2 		– Sell
-2,542
Closed -$209K – 151
2024
Q1 		$209K Hold
2,542
– – 0.02% 141
2023
Q4 		$214K Hold
2,542
– – 0.02% 127
2023
Q3 		$205K Hold
2,542
– – 0.02% 125
2023
Q2 		$224K Hold
2,542
– – 0.02% 116
2023
Q1 		$241K Hold
2,542
– – 0.02% 118
2022
Q4 		$238K Sell
2,542
-130
-5% -$12K 0.02% 121
2022
Q3 		$239K Buy
2,672
+130
+5% +$13.3K 0.02% 119
2022
Q2 		$256K Sell
2,542
-600
-19% -$60.8K 0.02% 118
2022
Q1 		$314K Sell
3,142
-266
-8% -$25.1K 0.03% 121
2021
Q4 		$331K Sell
3,408
-125
-4% -$11.4K 0.03% 112
2021
Q3 		$312K Hold
3,533
– – 0.03% 112
2021
Q2 		$314K Hold
3,533
– – 0.03% 113
2021
Q1 		$331K Hold
3,533
– – 0.03% 105
2020
Q4 		$325K Hold
3,533
– – 0.03% 130
2020
Q3 		$342K Buy
+3,533
New +$329K 0.04% 113

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 $3.38T AUM 44.17% 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

Norris Perne & French's WEC Position: Q2 2026 in Review

Norris Perne & French increased its WEC Energy (WEC) stake by 33% in Q2 2026, buying an estimated $92.9K and bringing the position to 3,281 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #118.

Norris Perne & French first reported a position in WEC in Q3 2020 and has held it in 23 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Norris Perne & French held 3,281 shares of WEC Energy worth $383K as of Q2 2026.
  • Norris Perne & French bought 814 WEC Energy shares in Q2 2026, an estimated $92.9K.
  • WEC Energy made up 0.02% of Norris Perne & French's portfolio in Q2 2026, its #118 holding.
  • Norris Perne & French first reported a position in WEC Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Norris Perne & French's 13F filing for Q2 2026, filed 21 Jul 2026.