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Capital Investment Advisors’s WEC Energy WEC Stock Holding History

Capital Investment Advisors’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
2026
Q1 		$271K Buy
2,344
+298
+15% +$33.5K ﹤0.01% 637
2025
Q4 		$216K Buy
2,046
+125
+7% +$13.8K ﹤0.01% 686
2025
Q3 		$220K Buy
+1,921
New +$208K ﹤0.01% 673

Other funds holding WEC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Investment Advisors's WEC Position: Q1 2026 in Review

Capital Investment Advisors increased its WEC Energy (WEC) stake by 15% in Q1 2026, buying an estimated $33.5K and bringing the position to 2,344 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #637.

Capital Investment Advisors first reported a position in WEC in Q3 2025 and has held it in 3 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Capital Investment Advisors held 2,344 shares of WEC Energy worth $271K as of Q1 2026.
  • Capital Investment Advisors bought 298 WEC Energy shares in Q1 2026, an estimated $33.5K.
  • WEC Energy made up ﹤0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #637 holding.
  • Capital Investment Advisors first reported a position in WEC Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.