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Nova Wealth Management’s WEC Energy WEC Stock Holding History

Nova Wealth 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
Q2 		$17.3K Hold
148
– – 0.01% 339
2026
Q1 		$17.1K Hold
148
– – 0.01% 316
2025
Q4 		$15.6K Sell
148
-20
-12% -$2.21K 0.01% 312
2025
Q3 		$19.3K Sell
168
-44
-21% -$4.77K 0.01% 301
2025
Q2 		$22.1K Sell
212
-22
-9% -$2.34K 0.02% 299
2025
Q1 		$25.5K Buy
+234
New +$23.9K 0.02% 267

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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Nova Wealth Management's WEC Position: Q2 2026 in Review

Nova Wealth Management held its WEC Energy (WEC) position steady in Q2 2026 at 148 shares worth $17.3K. The position accounts for 0.01% of the portfolio, ranked #339.

Nova Wealth Management first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.5K in Q1 2025. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Nova Wealth Management held 148 shares of WEC Energy worth $17.3K as of Q2 2026.
  • Nova Wealth Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #339 holding.
  • Nova Wealth Management first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • Nova Wealth Management's WEC Energy position peaked at $25.5K in Q1 2025.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.