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Old North State Wealth Management’s WEC Energy WEC Stock Holding History

Old North State 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 		– Sell
-1,761
Closed -$204K – 118
2026
Q1 		$204K Sell
1,761
-402
-19% -$45.2K 0.09% 110
2025
Q4 		$228K Sell
2,163
-405
-16% -$44.8K 0.11% 113
2025
Q3 		$295K Sell
2,568
-808
-24% -$87.6K 0.14% 102
2025
Q2 		$352K Buy
3,376
+133
+4% +$14.2K 0.18% 90
2025
Q1 		$354K Buy
3,243
+170
+6% +$17.4K 0.2% 83
2024
Q4 		$289K Buy
3,073
+356
+13% +$34.5K 0.16% 90
2024
Q3 		$262K Buy
+2,717
New +$241K 0.15% 95

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

Old North State Wealth Management's WEC Position: Q2 2026 in Review

Old North State Wealth Management sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 1,761 shares — an estimated $204K sold.

Old North State Wealth Management first reported a position in WEC in Q3 2024 and held it in 7 quarters. The position peaked at $354K in Q1 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Old North State Wealth Management reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Old North State Wealth Management sold 1,761 WEC Energy shares in Q2 2026, an estimated $204K.
  • Old North State Wealth Management first reported a position in WEC Energy in Q3 2024 and held it in 7 quarters.
  • Old North State Wealth Management's WEC Energy position peaked at $354K in Q1 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.