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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nvest Financial's WEC Position: Q1 2026 in Review

Nvest Financial held its WEC Energy (WEC) position steady in Q1 2026 at 3,398 shares worth $393K. The position accounts for 0.15% of the portfolio, ranked #105.

Nvest Financial first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Nvest Financial held 3,398 shares of WEC Energy worth $393K as of Q1 2026.
Nvest Financial left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.15% of Nvest Financial's portfolio in Q1 2026, its #105 holding.
Nvest Financial first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.