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Capital A Wealth Management’s WEC Energy WEC Stock Holding History

Capital A Wealth Management’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 		$26.3K Buy
313
+307
+5,117% +$32.7K 0.29% 114
2025
Q1 		$654 Buy
6
+2
+50% +$204 ﹤0.01% 594
2024
Q4 		$376 Buy
+4
New +$388 ﹤0.01% 683

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 $138M AUM 28.86% 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

Capital A Wealth Management's WEC Position: Q2 2025 in Review

Capital A Wealth Management increased its WEC Energy (WEC) stake by 5,117% in Q2 2025, buying an estimated $32.7K and bringing the position to 313 shares worth $26.3K. The position accounts for 0.29% of the portfolio, ranked #114.

Capital A Wealth Management first reported a position in WEC in Q4 2024 and has held it in 3 quarters since. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Capital A Wealth Management held 313 shares of WEC Energy worth $26.3K as of Q2 2025.
  • Capital A Wealth Management bought 307 WEC Energy shares in Q2 2025, an estimated $32.7K.
  • WEC Energy made up 0.29% of Capital A Wealth Management's portfolio in Q2 2025, its #114 holding.
  • Capital A Wealth Management first reported a position in WEC Energy in Q4 2024 and has held it in 3 quarters since.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.