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Aventail Capital Group’s WEC Energy WEC Stock Holding History

Aventail Capital Group’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
-44,216
Closed -$5.12M – 201
2026
Q1 		$5.12M Buy
44,216
+5,160
+13% +$580K 0.25% 115
2025
Q4 		$4.12M Sell
39,056
-200,828
-84% -$22.2M 0.24% 86
2025
Q3 		$27.5M Buy
239,884
+40,961
+21% +$4.44M 1.27% 25
2025
Q2 		$20.7M Buy
198,923
+2,850
+1% +$303K 0.91% 38
2025
Q1 		$21.4M Buy
+196,073
New +$20M 1.05% 34

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

Aventail Capital Group's WEC Position: Q2 2026 in Review

Aventail Capital Group sold out of WEC Energy (WEC) in Q2 2026, closing a stake of 44,216 shares — an estimated $5.12M sold.

Aventail Capital Group first reported a position in WEC in Q1 2025 and held it in 5 quarters. The position peaked at $27.5M in Q3 2025. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Aventail Capital Group reported no remaining WEC Energy position as of Q2 2026 after selling out during the quarter.
  • Aventail Capital Group sold 44,216 WEC Energy shares in Q2 2026, an estimated $5.12M.
  • Aventail Capital Group first reported a position in WEC Energy in Q1 2025 and held it in 5 quarters.
  • Aventail Capital Group's WEC Energy position peaked at $27.5M in Q3 2025.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.