NIM
WEC icon

NXG Investment Management’s WEC Energy WEC Stock Holding History

NXG Investment 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 		$7.82M Buy
67,000
+32,000
+91% +$3.65M 0.35% 53
2026
Q1 		$4.05M Hold
35,000
– – 0.2% 57
2025
Q4 		$3.69M Buy
35,000
+9,000
+35% +$996K 0.21% 52
2025
Q3 		$2.98M Buy
+26,000
New +$2.82M 0.17% 54

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

NXG Investment Management's WEC Position: Q2 2026 in Review

NXG Investment Management increased its WEC Energy (WEC) stake by 91% in Q2 2026, buying an estimated $3.65M and bringing the position to 67,000 shares worth $7.82M. The position accounts for 0.35% of the portfolio, ranked #53.

NXG Investment Management first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • NXG Investment Management held 67,000 shares of WEC Energy worth $7.82M as of Q2 2026.
  • NXG Investment Management bought 32,000 WEC Energy shares in Q2 2026, an estimated $3.65M.
  • WEC Energy made up 0.35% of NXG Investment Management's portfolio in Q2 2026, its #53 holding.
  • NXG Investment Management first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on NXG Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.