SEC 13F Intelligence

Nicholson Wealth Management Group, LLC / WEC

Nicholson Wealth Management Group, LLC’s Wec Energy Group Inc Position

Does Nicholson Wealth Management Group, LLC own Wec Energy Group Inc (WEC)? Yes — 18.4K shares worth $2M (+1.24% of its 13F portfolio) as of Q1 2026, up from 17.8K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
18.4K
% of Portfolio
+1.24%
Quarters Held
7
currently held

Position History WEC

Reported value by quarter
Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $2MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.4K$2M+1.24%
Q4 202517.8K$2M+1.10%
Q3 202517.6K$2M+1.18%
Q2 202517.4K$2M+1.12%
Q1 202517.3K$2M+1.24%
Q4 202417.2K$2M+1.08%
Q3 202410.7K$1M+0.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Nicholson Wealth Management Group, LLC’s full portfolio or all institutional holders of WEC.