CAL
WEC icon

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
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 $3.38T AUM 44.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital Analysts LLC's WEC Position: Q2 2025 in Review

Capital Analysts LLC sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 106 shares — an estimated $12K sold.

Capital Analysts LLC first reported a position in WEC in Q2 2013 and held it in 15 quarters. The position peaked at $1.66M in Q4 2014. 1,260 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Capital Analysts LLC reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 106 WEC Energy shares in Q2 2025, an estimated $12K.
  • Capital Analysts LLC first reported a position in WEC Energy in Q2 2013 and held it in 15 quarters.
  • Capital Analysts LLC's WEC Energy position peaked at $1.66M in Q4 2014.
  • 1,260 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.