Capstone Investment Advisors
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Capstone Investment Advisors’s WEC Energy WEC Stock Holding History

Capstone 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
2025
Q1 		– Sell
-6,243
Closed -$638K – 1913
2024
Q4 		$587K Buy
6,243
+1,108
+22% +$107K ﹤0.01% 1255
2024
Q3 		$494K Sell
5,135
-758
-13% -$67.2K ﹤0.01% 1213
2024
Q2 		$462K Buy
5,893
+355
+6% +$28.8K ﹤0.01% 1355
2024
Q1 		$455K Buy
5,538
+5,310
+2,329% +$427K ﹤0.01% 1611
2023
Q4 		$19.2K Sell
228
-6,770
-97% -$558K ﹤0.01% 2047
2023
Q3 		$564K Buy
+6,998
New +$608K ﹤0.01% 1255
2023
Q1 		– Sell
-2,125
Closed -$199K – 1694
2022
Q4 		$199K Buy
+2,125
New +$196K ﹤0.01% 1306
2022
Q2 		– Sell
-1
Closed – – 2141
2022
Q1 		$0 Hold
1
– – ﹤0.01% 2168
2021
Q4 		$0 Sell
1
-20,137
-100% -$1.84M ﹤0.01% 2099
2021
Q3 		$1.78M Buy
+20,138
New +$1.89M ﹤0.01% 1242
2019
Q3 		– Sell
-349
Closed -$31.4K – 1459
2019
Q2 		$29K Buy
+349
New +$28K ﹤0.01% 1349
2017
Q3 		– Sell
-9,400
Closed -$576K – 752
2017
Q2 		$576K Buy
+9,400
New +$581K 0.02% 400
2017
Q1 		– Sell
-26,300
Closed -$1.54M – 1141
2016
Q4 		$1.54M Buy
+26,300
New +$1.51M 0.05% 335
2016
Q2 		– Sell
-14,400
Closed -$865K – 862
2016
Q1 		$865K Buy
+14,400
New +$806K 0.03% 329

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

Capstone Investment Advisors's WEC Position: Q1 2025 in Review

Capstone Investment Advisors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 6,243 shares — an estimated $638K sold.

Capstone Investment Advisors first reported a position in WEC in Q1 2016 and held it in 14 quarters. The position peaked at $1.78M in Q3 2021. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Capstone Investment Advisors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,243 WEC Energy shares in Q1 2025, an estimated $638K.
  • Capstone Investment Advisors first reported a position in WEC Energy in Q1 2016 and held it in 14 quarters.
  • Capstone Investment Advisors's WEC Energy position peaked at $1.78M in Q3 2021.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.