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Cape Investment Advisory’s WEC Energy WEC Stock Holding History

Cape Investment Advisory’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 		$223K Sell
1,914
-24
-1% -$2.74K 0.06% 218
2026
Q1 		$224K Buy
1,938
+65
+3% +$7.3K 0.07% 210
2025
Q4 		$198K Buy
1,873
+173
+10% +$19.2K 0.06% 212
2025
Q3 		$195K Buy
1,700
+77
+5% +$8.35K 0.19% 113
2025
Q2 		$169K Buy
1,623
+1
+0.1% +$106 0.06% 200
2025
Q1 		$177K Sell
1,622
-85
-5% -$8.68K 0.07% 188
2024
Q4 		$161K Buy
1,707
+22
+1% +$2.13K 0.06% 192
2024
Q3 		$162K Buy
1,685
+9
+0.5% +$798 0.07% 188
2024
Q2 		$131K Buy
+1,676
New +$136K 0.06% 194

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

Cape Investment Advisory's WEC Position: Q2 2026 in Review

Cape Investment Advisory reduced its WEC Energy (WEC) stake by 1.2% in Q2 2026, selling an estimated $2.74K and leaving 1,914 shares worth $223K. The position accounts for 0.06% of the portfolio, ranked #218.

Cape Investment Advisory first reported a position in WEC in Q2 2024 and has held it in 9 quarters since. The position peaked at $224K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cape Investment Advisory held 1,914 shares of WEC Energy worth $223K as of Q2 2026.
  • Cape Investment Advisory sold 24 WEC Energy shares in Q2 2026, an estimated $2.74K.
  • WEC Energy made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #218 holding.
  • Cape Investment Advisory first reported a position in WEC Energy in Q2 2024 and has held it in 9 quarters since.
  • Cape Investment Advisory's WEC Energy position peaked at $224K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.