Capital Analysts LLC’s WEC Energy WEC Stock Holding History

Capital Analysts LLC’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	-106	Closed	-$12K	–	1427
2025 Q1	$12K	Buy	+106	New	+$10.8K	﹤0.01%	1100
2024 Q4	–	Sell	-51	Closed	-$5K	–	1394
2024 Q3	$5K	Buy	51 +13	+34%	+$1.15K	﹤0.01%	1139
2024 Q2	$3K	Hold	38	–	–	﹤0.01%	1096
2024 Q1	$3K	Hold	38	–	–	﹤0.01%	1041
2023 Q4	$3K	Sell	38 -47	-55%	-$3.87K	﹤0.01%	1009
2023 Q3	$7K	Sell	85 -4	-4%	-$348	﹤0.01%	942
2023 Q2	$8K	Buy	89 +51	+134%	+$4.71K	﹤0.01%	848
2023 Q1	$4K	Buy	+38	New	+$3.52K	﹤0.01%	891
2015 Q1	–	Sell	-31,405	Closed	-$1.64M	–	379
2014 Q4	$1.66M	Sell	31,405 -1,185	-4%	-$58.1K	0.36%	61
2014 Q3	$1.4M	Sell	32,590 -15	-0%	-$666	0.33%	76
2014 Q2	$1.53M	Sell	32,605 -201	-0.6%	-$9.34K	0.37%	67
2014 Q1	$1.53M	Buy	32,806 +4,443	+16%	+$191K	0.4%	65
2013 Q4	$1.17M	Buy	28,363 +3,807	+16%	+$158K	0.32%	82
2013 Q3	$992K	Buy	24,556 +884	+4%	+$36.8K	0.3%	85
2013 Q2	$970K	Buy	+23,672	New	+$1M	0.31%	84

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

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 San Francisco, California $501B 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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return