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NorthAvenue LLC’s WEC Energy WEC Stock Holding History

NorthAvenue LLC’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 		– Sell
-8
Closed -$844 – 372
2025
Q4 		$844 Buy
+8
New +$886 ﹤0.01% 217

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
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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
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NorthAvenue LLC's WEC Position: Q1 2026 in Review

NorthAvenue LLC sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 8 shares — an estimated $844 sold.

NorthAvenue LLC first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $844 in Q4 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • NorthAvenue LLC reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • NorthAvenue LLC sold 8 WEC Energy shares in Q1 2026, an estimated $844.
  • NorthAvenue LLC first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
  • NorthAvenue LLC's WEC Energy position peaked at $844 in Q4 2025.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on NorthAvenue LLC's 13F filing for Q1 2026, filed 15 Apr 2026.