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NorthRock Partners’s WEC Energy WEC Stock Holding History

NorthRock Partners’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 		$1.22M Sell
10,545
-272
-3% -$30.6K 0.02% 267
2025
Q4 		$1.14M Sell
10,817
-6,640
-38% -$735K 0.02% 255
2025
Q3 		$2M Buy
17,457
+5,125
+42% +$556K 0.04% 211
2025
Q2 		$1.28M Buy
12,332
+302
+3% +$32.1K 0.03% 198
2025
Q1 		$1.31M Buy
12,030
+893
+8% +$91.2K 0.04% 167
2024
Q4 		$1.05M Buy
11,137
+24
+0.2% +$2.33K 0.03% 198
2024
Q3 		$1.07M Sell
11,113
-1,262
-10% -$112K 0.04% 201
2024
Q2 		$971K Sell
12,375
-1,305
-10% -$106K 0.04% 199
2024
Q1 		$1.12M Sell
13,680
-1,365
-9% -$110K 0.04% 185
2023
Q4 		$1.27M Sell
15,045
-1,113
-7% -$91.7K 0.05% 163
2023
Q3 		$1.3M Buy
16,158
+7,034
+77% +$611K 0.14% 79
2023
Q2 		$805K Sell
9,124
-1,574
-15% -$145K 0.09% 100
2023
Q1 		$1.01M Buy
10,698
+55
+0.5% +$5.09K 0.11% 90
2022
Q4 		$998K Sell
10,643
-2,914
-21% -$269K 0.11% 93
2022
Q3 		$1.21M Buy
13,557
+129
+1% +$13.2K 0.14% 74
2022
Q2 		$1.35M Buy
13,428
+380
+3% +$38.5K 0.14% 74
2022
Q1 		$1.3M Buy
13,048
+8,774
+205% +$829K 0.12% 82
2021
Q4 		$415K Buy
4,274
+1,937
+83% +$177K 0.03% 199
2021
Q3 		$206K Buy
+2,337
New +$219K 0.02% 266
2021
Q1 		– Sell
-2,229
Closed -$205K – 252
2020
Q4 		$205K Sell
2,229
-111
-5% -$10.8K 0.02% 211
2020
Q3 		$227K Sell
2,340
-113
-5% -$10.5K 0.03% 196
2020
Q2 		$215K Sell
2,453
-373
-13% -$33.7K 0.03% 187
2020
Q1 		$249K Sell
2,826
-177
-6% -$17K 0.03% 160
2019
Q4 		$277K Sell
3,003
-66
-2% -$6.02K 0.03% 218
2019
Q3 		$292K Buy
+3,069
New +$277K 0.04% 172

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

NorthRock Partners's WEC Position: Q1 2026 in Review

NorthRock Partners reduced its WEC Energy (WEC) stake by 2.5% in Q1 2026, selling an estimated $30.6K and leaving 10,545 shares worth $1.22M. The position accounts for 0.02% of the portfolio, ranked #267.

NorthRock Partners first reported a position in WEC in Q3 2019 and has held it in 25 quarters since. The position peaked at $2M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • NorthRock Partners held 10,545 shares of WEC Energy worth $1.22M as of Q1 2026.
  • NorthRock Partners sold 272 WEC Energy shares in Q1 2026, an estimated $30.6K.
  • WEC Energy made up 0.02% of NorthRock Partners's portfolio in Q1 2026, its #267 holding.
  • NorthRock Partners first reported a position in WEC Energy in Q3 2019 and has held it in 25 quarters since.
  • NorthRock Partners's WEC Energy position peaked at $2M in Q3 2025.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.