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Callan Capital’s WEC Energy WEC Stock Holding History

Callan 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
Q1 		$419K Buy
3,845
+100
+3% +$10.2K 0.03% 229
2024
Q4 		$352K Sell
3,745
-63
-2% -$6.11K 0.03% 230
2024
Q3 		$366K Buy
3,808
+263
+7% +$23.3K 0.03% 230
2024
Q2 		$278K Buy
3,545
+149
+4% +$12.1K 0.02% 247
2024
Q1 		$279K Buy
3,396
+361
+12% +$29K 0.02% 218
2023
Q4 		$255K Sell
3,035
-1,217
-29% -$100K 0.02% 189
2023
Q3 		$342K Buy
4,252
+1,006
+31% +$87.4K 0.04% 148
2023
Q2 		$286K Hold
3,246
– – 0.03% 148
2023
Q1 		$308K Hold
3,246
– – 0.04% 145
2022
Q4 		$304K Buy
+3,246
New +$300K 0.04% 142

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 $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Callan Capital's WEC Position: Q1 2025 in Review

Callan Capital increased its WEC Energy (WEC) stake by 2.7% in Q1 2025, buying an estimated $10.2K and bringing the position to 3,845 shares worth $419K. The position accounts for 0.03% of the portfolio, ranked #229.

Callan Capital first reported a position in WEC in Q4 2022 and has held it in 10 quarters since. 1,271 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Callan Capital held 3,845 shares of WEC Energy worth $419K as of Q1 2025.
  • Callan Capital bought 100 WEC Energy shares in Q1 2025, an estimated $10.2K.
  • WEC Energy made up 0.03% of Callan Capital's portfolio in Q1 2025, its #229 holding.
  • Callan Capital first reported a position in WEC Energy in Q4 2022 and has held it in 10 quarters since.
  • 1,271 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.