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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% 107
2026
Q1 		$286K Sell
2,467
-304
-11% -$34.2K 0.02% 115
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

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 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 #107.

Norris Perne & French first reported a position in WEC in Q3 2020 and has held it in 23 quarters since. 595 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 #107 holding.
  • Norris Perne & French first reported a position in WEC Energy in Q3 2020 and has held it in 23 quarters since.
  • 595 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.