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North Star Investment Management’s WEC Energy WEC Stock Holding History

North Star Investment Management’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 		$844K Hold
7,289
– – 0.05% 306
2025
Q4 		$769K Buy
7,289
+29
+0.4% +$3.21K 0.05% 279
2025
Q3 		$832K Buy
7,260
+4
+0.1% +$434 0.05% 264
2025
Q2 		$756K Sell
7,256
-600
-8% -$63.8K 0.05% 267
2025
Q1 		$856K Sell
7,856
-34
-0.4% -$3.47K 0.06% 248
2024
Q4 		$742K Sell
7,890
-55
-0.7% -$5.33K 0.05% 274
2024
Q3 		$764K Buy
7,945
+13
+0.2% +$1.15K 0.05% 264
2024
Q2 		$622K Sell
7,932
-3,000
-27% -$244K 0.05% 295
2024
Q1 		$898K Buy
10,932
+9
+0.1% +$724 0.06% 252
2023
Q4 		$919K Sell
10,923
-2
-0% -$165 0.07% 239
2023
Q3 		$880K Buy
10,925
+7
+0.1% +$608 0.07% 240
2023
Q2 		$963K Buy
10,918
+8
+0.1% +$739 0.08% 237
2023
Q1 		$1.03M Buy
10,910
+7
+0.1% +$648 0.09% 233
2022
Q4 		$1.02M Buy
10,903
+18
+0.2% +$1.66K 0.09% 219
2022
Q3 		$973K Buy
10,885
+6
+0.1% +$613 0.1% 200
2022
Q2 		$1.09M Buy
10,879
+5
+0% +$507 0.1% 201
2022
Q1 		$1.08M Buy
10,874
+7
+0.1% +$661 0.08% 213
2021
Q4 		$1.05M Sell
10,867
-994
-8% -$90.9K 0.07% 219
2021
Q3 		$1.05M Buy
11,861
+6
+0.1% +$563 0.08% 209
2021
Q2 		$1.05M Buy
11,855
+6
+0.1% +$565 0.08% 212
2021
Q1 		$1.11M Sell
11,849
-186
-2% -$16.2K 0.1% 196
2020
Q4 		$1.11M Buy
12,035
+7
+0.1% +$681 0.12% 185
2020
Q3 		$1.17M Buy
12,028
+6
+0% +$559 0.14% 159
2020
Q2 		$1.05M Sell
12,022
-2,167
-15% -$196K 0.14% 162
2020
Q1 		$1.25M Buy
14,189
+6
+0% +$577 0.18% 136
2019
Q4 		$1.31M Sell
14,183
-440
-3% -$40.1K 0.14% 177
2019
Q3 		$1.39M Buy
14,623
+6
+0% +$541 0.15% 162
2019
Q2 		$1.22M Buy
14,617
+8
+0.1% +$642 0.14% 184
2019
Q1 		$1.16M Buy
14,609
+8
+0.1% +$594 0.13% 191
2018
Q4 		$1.01M Buy
14,601
+290
+2% +$20.4K 0.13% 187
2018
Q3 		$955K Buy
14,311
+909
+7% +$60.6K 0.11% 213
2018
Q2 		$866K Buy
13,402
+1
+0% +$62 0.1% 221
2018
Q1 		$840K Buy
13,401
+1
+0% +$62 0.1% 221
2017
Q4 		$890K Buy
13,400
+6,827
+104% +$458K 0.11% 205
2017
Q3 		$413K Buy
6,573
+1
+0% +$64 0.05% 274
2017
Q2 		$403K Buy
6,572
+623
+10% +$38.5K 0.05% 275
2017
Q1 		$361K Buy
5,949
+732
+14% +$43.1K 0.05% 278
2016
Q4 		$306K Buy
5,217
+3,930
+305% +$225K 0.05% 277
2016
Q3 		$77K Hold
1,287
– – 0.01% 366
2016
Q2 		$84K Hold
1,287
– – 0.02% 358
2016
Q1 		$77K Hold
1,287
– – 0.01% 361
2015
Q4 		$66K Hold
1,287
– – 0.01% 376
2015
Q3 		$67K Buy
1,287
+154
+14% +$7.49K 0.01% 372
2015
Q2 		$51K Buy
1,133
+783
+224% +$37.6K 0.01% 390
2015
Q1 		$17K Hold
350
– – ﹤0.01% 509
2014
Q4 		$18K Hold
350
– – ﹤0.01% 494
2014
Q3 		$15K Hold
350
– – ﹤0.01% 497
2014
Q2 		$16K Sell
350
-50
-13% -$2.32K ﹤0.01% 520
2014
Q1 		$19K Buy
+400
New +$17.2K ﹤0.01% 479

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

North Star Investment Management's WEC Position: Q1 2026 in Review

North Star Investment Management held its WEC Energy (WEC) position steady in Q1 2026 at 7,289 shares worth $844K. The position accounts for 0.05% of the portfolio, ranked #306.

North Star Investment Management first reported a position in WEC in Q1 2014 and has held it in 49 quarters since. The position peaked at $1.39M in Q3 2019. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • North Star Investment Management held 7,289 shares of WEC Energy worth $844K as of Q1 2026.
  • North Star Investment Management left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.05% of North Star Investment Management's portfolio in Q1 2026, its #306 holding.
  • North Star Investment Management first reported a position in WEC Energy in Q1 2014 and has held it in 49 quarters since.
  • North Star Investment Management's WEC Energy position peaked at $1.39M in Q3 2019.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.