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Caprock Group’s WEC Energy WEC Stock Holding History

Caprock Group’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 		$525K Sell
4,492
-431
-9% -$49.2K 0.01% 837
2026
Q1 		$570K Sell
4,923
-3,985
-45% -$448K 0.01% 708
2025
Q4 		$940K Buy
8,908
+2,341
+36% +$259K 0.02% 619
2025
Q3 		$706K Buy
+6,567
New +$712K 0.02% 687
2025
Q1 		$567K Buy
5,200
+2,556
+97% +$261K 0.02% 671
2024
Q4 		$249K Buy
+2,644
New +$256K 0.01% 865

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Caprock Group's WEC Position: Q2 2026 in Review

Caprock Group reduced its WEC Energy (WEC) stake by 8.8% in Q2 2026, selling an estimated $49.2K and leaving 4,492 shares worth $525K. The position accounts for 0.01% of the portfolio, ranked #837.

Caprock Group first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. The position peaked at $940K in Q4 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Caprock Group held 4,492 shares of WEC Energy worth $525K as of Q2 2026.
  • Caprock Group sold 431 WEC Energy shares in Q2 2026, an estimated $49.2K.
  • WEC Energy made up 0.01% of Caprock Group's portfolio in Q2 2026, its #837 holding.
  • Caprock Group first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • Caprock Group's WEC Energy position peaked at $940K in Q4 2025.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.