Nvest Financial’s WEC Energy WEC Stock Holding History

Nvest Financial’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	$397K	Hold	3,398	–	–	0.13%	110
2026 Q1	$393K	Hold	3,398	–	–	0.15%	105
2025 Q4	$358K	Sell	3,398 -26	-0.8%	-$2.88K	0.15%	104
2025 Q3	$392K	Buy	+3,424	New	+$371K	0.23%	86

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nvest Financial's WEC Position: Q2 2026 in Review

Nvest Financial held its WEC Energy (WEC) position steady in Q2 2026 at 3,398 shares worth $397K. The position accounts for 0.13% of the portfolio, ranked #110.

Nvest Financial first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Nvest Financial held 3,398 shares of WEC Energy worth $397K as of Q2 2026.
Nvest Financial left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.13% of Nvest Financial's portfolio in Q2 2026, its #110 holding.
Nvest Financial first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.