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Nvest Wealth Strategies’s WEC Energy WEC Stock Holding History

Nvest Wealth Strategies’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 		$701 Buy
6
+4
+200% +$456 ﹤0.01% 250
2026
Q1 		$232 Buy
+2
New +$225 ﹤0.01% 378

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nvest Wealth Strategies's WEC Position: Q2 2026 in Review

Nvest Wealth Strategies increased its WEC Energy (WEC) stake by 200% in Q2 2026, buying an estimated $456 and bringing the position to 6 shares worth $701. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Nvest Wealth Strategies first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Nvest Wealth Strategies held 6 shares of WEC Energy worth $701 as of Q2 2026.
  • Nvest Wealth Strategies bought 4 WEC Energy shares in Q2 2026, an estimated $456.
  • WEC Energy made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #250 holding.
  • Nvest Wealth Strategies first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.