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Caerus Investment Advisors’s WEC Energy WEC Stock Holding History

Caerus Investment Advisors’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
2025
Q4 		– Sell
-3,616
Closed -$414K – 366
2025
Q3 		$414K Buy
+3,616
New +$392K 0.17% 143

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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 $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Caerus Investment Advisors's WEC Position: Q4 2025 in Review

Caerus Investment Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 3,616 shares — an estimated $414K sold.

Caerus Investment Advisors first reported a position in WEC in Q3 2025 and held it in 1 quarter. The position peaked at $414K in Q3 2025. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Caerus Investment Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Caerus Investment Advisors sold 3,616 WEC Energy shares in Q4 2025, an estimated $414K.
  • Caerus Investment Advisors first reported a position in WEC Energy in Q3 2025 and held it in 1 quarter.
  • Caerus Investment Advisors's WEC Energy position peaked at $414K in Q3 2025.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Caerus Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.