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Capital Investment Services of America’s WEC Energy WEC Stock Holding History

Capital Investment Services of America’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
Q2 		$302K Hold
2,586
– – 0.03% 76
2026
Q1 		$299K Hold
2,586
– – 0.03% 75
2025
Q4 		$273K Hold
2,586
– – 0.03% 77
2025
Q3 		$296K Hold
2,586
– – 0.03% 77
2025
Q2 		$269K Sell
2,586
-100
-4% -$10.6K 0.02% 75
2025
Q1 		$293K Hold
2,686
– – 0.03% 71
2024
Q4 		$253K Sell
2,686
-100
-4% -$9.7K 0.02% 72
2024
Q3 		$268K Hold
2,786
– – 0.03% 71
2024
Q2 		$219K Hold
2,786
– – 0.02% 74
2024
Q1 		$229K Hold
2,786
– – 0.02% 71
2023
Q4 		$234K Hold
2,786
– – 0.02% 72
2023
Q3 		$224K Hold
2,786
– – 0.03% 70
2023
Q2 		$246K Sell
2,786
-195
-7% -$18K 0.03% 68
2023
Q1 		$283K Hold
2,981
– – 0.03% 64
2022
Q4 		$279K Buy
2,981
+195
+7% +$18K 0.04% 65
2022
Q3 		$249K Sell
2,786
-550
-16% -$56.2K 0.03% 67
2022
Q2 		$336K Buy
3,336
+1,242
+59% +$126K 0.04% 64
2022
Q1 		$203K Hold
2,094
– – 0.02% 84
2021
Q4 		$203K Buy
+2,094
New +$191K 0.02% 84

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Investment Services of America's WEC Position: Q2 2026 in Review

Capital Investment Services of America held its WEC Energy (WEC) position steady in Q2 2026 at 2,586 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #76.

Capital Investment Services of America first reported a position in WEC in Q4 2021 and has held it in 19 quarters since. The position peaked at $336K in Q2 2022. 907 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Capital Investment Services of America held 2,586 shares of WEC Energy worth $302K as of Q2 2026.
  • Capital Investment Services of America left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of Capital Investment Services of America's portfolio in Q2 2026, its #76 holding.
  • Capital Investment Services of America first reported a position in WEC Energy in Q4 2021 and has held it in 19 quarters since.
  • Capital Investment Services of America's WEC Energy position peaked at $336K in Q2 2022.
  • 907 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Capital Investment Services of America's 13F filing for Q2 2026, filed 22 Jul 2026.