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Bayforest Capital’s WEC Energy WEC Stock Holding History

Bayforest Capital’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
Q1 		– Sell
-631
Closed -$66.5K – 1100
2025
Q4 		$66.5K Buy
631
+573
+988% +$63.4K 0.05% 544
2025
Q3 		$6.65K Sell
58
-188
-76% -$20.4K ﹤0.01% 686
2025
Q2 		$25.6K Buy
+246
New +$26.2K 0.01% 568
2025
Q1 		– Sell
-1,273
Closed -$120K – 907
2024
Q4 		$120K Buy
+1,273
New +$123K 0.15% 267

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bayforest Capital's WEC Position: Q1 2026 in Review

Bayforest Capital sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 631 shares — an estimated $66.5K sold.

Bayforest Capital first reported a position in WEC in Q4 2024 and held it in 4 quarters. The position peaked at $120K in Q4 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Bayforest Capital reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Bayforest Capital sold 631 WEC Energy shares in Q1 2026, an estimated $66.5K.
  • Bayforest Capital first reported a position in WEC Energy in Q4 2024 and held it in 4 quarters.
  • Bayforest Capital's WEC Energy position peaked at $120K in Q4 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.