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Caldwell Sutter Capital’s WEC Energy WEC Stock Holding History

Caldwell Sutter 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
2025
Q2 		– Sell
-100
Closed -$10.9K – 897
2025
Q1 		$10.9K Hold
100
– – 0.01% 529
2024
Q4 		$9.4K Hold
100
– – ﹤0.01% 556
2024
Q3 		$9.62K Hold
100
– – ﹤0.01% 561
2024
Q2 		$7.85K Hold
100
– – ﹤0.01% 580
2024
Q1 		$8.21K Hold
100
– – ﹤0.01% 564
2023
Q4 		$8.42K Hold
100
– – ﹤0.01% 561
2023
Q3 		$8.05K Hold
100
– – ﹤0.01% 553
2023
Q2 		$8.82K Hold
100
– – ﹤0.01% 542
2023
Q1 		$9.48K Buy
+100
New +$9.26K 0.01% 391

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $303B AUM 30.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caldwell Sutter Capital's WEC Position: Q2 2025 in Review

Caldwell Sutter Capital sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 100 shares — an estimated $10.9K sold.

Caldwell Sutter Capital first reported a position in WEC in Q1 2023 and held it in 9 quarters. The position peaked at $10.9K in Q1 2025. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Caldwell Sutter Capital reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Caldwell Sutter Capital sold 100 WEC Energy shares in Q2 2025, an estimated $10.9K.
  • Caldwell Sutter Capital first reported a position in WEC Energy in Q1 2023 and held it in 9 quarters.
  • Caldwell Sutter Capital's WEC Energy position peaked at $10.9K in Q1 2025.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Caldwell Sutter Capital's 13F filing for Q2 2025, filed 11 Jul 2025.