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
2025
Q4 		– Sell
-28,500
Closed -$3.27M – 2706
2025
Q3 		$3.27M Buy
28,500
+13,300
+88% +$1.44M 0.01% 1514
2025
Q2 		$1.58M Buy
+15,200
New +$1.62M ﹤0.01% 1800
2024
Q2 		– Sell
-15,900
Closed -$1.31M – 2197
2024
Q1 		$1.31M Sell
15,900
-11,700
-42% -$941K ﹤0.01% 1617
2023
Q4 		$2.32M Buy
27,600
+10,200
+59% +$840K 0.01% 1465
2023
Q3 		$1.4M Buy
+17,400
New +$1.51M ﹤0.01% 1515
2020
Q2 		– Sell
-4,900
Closed -$432K – 1612
2020
Q1 		$432K Sell
4,900
-1,900
-28% -$183K 0.01% 1090
2019
Q4 		$627K Sell
6,800
-12,500
-65% -$1.14M ﹤0.01% 1295
2019
Q3 		$1.83M Sell
19,300
-2,900
-13% -$261K 0.02% 823
2019
Q2 		$1.85M Buy
+22,200
New +$1.78M 0.02% 827
2015
Q1 		– Sell
-4,700
Closed -$248K – 1762
2014
Q4 		$248K Buy
+4,700
New +$231K ﹤0.01% 1420

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.