Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s WEC Energy WEC Stock Holding History

Capital Fund Management (CFM)’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
2024
Q1 		– Sell
-77,436
Closed -$6.23M – 2304
2023
Q4 		$6.52M Buy
+77,436
New +$6.38M 0.02% 968
2018
Q4 		– Sell
-12,900
Closed -$861K – 2250
2018
Q3 		$861K Sell
12,900
-18,200
-59% -$1.21M ﹤0.01% 1420
2018
Q2 		$2.01M Buy
31,100
+25,600
+465% +$1.59M 0.01% 1069
2018
Q1 		$345K Buy
+5,500
New +$341K ﹤0.01% 1591
2017
Q3 		– Sell
-18,900
Closed -$1.16M – 1771
2017
Q2 		$1.16M Buy
+18,900
New +$1.17M 0.01% 867
2016
Q4 		– Sell
-21,919
Closed -$1.31M – 1878
2016
Q3 		$1.31M Buy
+21,919
New +$1.37M 0.01% 881
2015
Q4 		– Sell
-96,117
Closed -$5.02M – 1747
2015
Q3 		$5.02M Sell
96,117
-59,311
-38% -$2.89M 0.06% 399
2015
Q2 		$6.99M Buy
+155,428
New +$7.46M 0.09% 304
2014
Q4 		– Sell
-115,711
Closed -$5.68M – 1830
2014
Q3 		$4.98M Buy
+115,711
New +$5.14M 0.06% 417
2014
Q1 		– Sell
-90,477
Closed -$3.74M – 1981
2013
Q4 		$3.74M Sell
90,477
-146,963
-62% -$6.1M 0.05% 486
2013
Q3 		$9.59M Buy
+237,440
New +$9.89M 0.13% 195

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Fund Management (CFM)'s WEC Position: Q1 2024 in Review

Capital Fund Management (CFM) sold out of WEC Energy (WEC) in Q1 2024, closing a stake of 77,436 shares — an estimated $6.23M sold.

Capital Fund Management (CFM) first reported a position in WEC in Q3 2013 and held it in 11 quarters. The position peaked at $9.59M in Q3 2013. 1,039 funds tracked by Wall St. Rank hold WEC as of Q1 2024.

  • Capital Fund Management (CFM) reported no remaining WEC Energy position as of Q1 2024 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 77,436 WEC Energy shares in Q1 2024, an estimated $6.23M.
  • Capital Fund Management (CFM) first reported a position in WEC Energy in Q3 2013 and held it in 11 quarters.
  • Capital Fund Management (CFM)'s WEC Energy position peaked at $9.59M in Q3 2013.
  • 1,039 funds tracked by Wall St. Rank held WEC Energy as of Q1 2024.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2024, filed 15 May 2024.