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
-26,700
Closed -$3.06M – 2707
2025
Q3 		$3.06M Buy
26,700
+7,300
+38% +$791K 0.01% 1553
2025
Q2 		$2.02M Buy
+19,400
New +$2.06M 0.01% 1677
2024
Q2 		– Sell
-15,600
Closed -$1.28M – 2198
2024
Q1 		$1.28M Sell
15,600
-18,100
-54% -$1.46M ﹤0.01% 1624
2023
Q4 		$2.84M Buy
33,700
+14,200
+73% +$1.17M 0.01% 1362
2023
Q3 		$1.57M Buy
+19,500
New +$1.69M 0.01% 1470
2020
Q2 		– Sell
-2,500
Closed -$220K – 1613
2020
Q1 		$220K Sell
2,500
-800
-24% -$76.9K ﹤0.01% 1373
2019
Q4 		$304K Sell
3,300
-19,100
-85% -$1.74M ﹤0.01% 1594
2019
Q3 		$2.13M Buy
22,400
+13,900
+164% +$1.25M 0.02% 764
2019
Q2 		$709K Buy
+8,500
New +$682K 0.01% 1114
2015
Q1 		– Sell
-5,500
Closed -$290K – 1763
2014
Q4 		$290K Buy
+5,500
New +$270K ﹤0.01% 1360

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.