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
Q3 		– Sell
-2,300
Closed -$240K – 2095
2025
Q2 		$240K Sell
2,300
-200
-8% -$21.3K ﹤0.01% 1480
2025
Q1 		$272K Sell
2,500
-1,200
-32% -$123K ﹤0.01% 1215
2024
Q4 		$348K Buy
3,700
+2,700
+270% +$262K ﹤0.01% 1437
2024
Q3 		$96.2K Buy
1,000
+500
+100% +$44.3K ﹤0.01% 1717
2024
Q2 		$39.2K Buy
500
+400
+400% +$32.5K ﹤0.01% 1974
2024
Q1 		$8.21K Sell
100
-600
-86% -$48.3K ﹤0.01% 2288
2023
Q4 		$58.9K Sell
700
-1,300
-65% -$107K ﹤0.01% 1993
2023
Q3 		$161K Buy
2,000
+600
+43% +$52.1K ﹤0.01% 1866
2023
Q2 		$124K Buy
+1,400
New +$129K ﹤0.01% 1661
2023
Q1 		– Sell
-1,500
Closed -$141K – 1693
2022
Q4 		$141K Hold
1,500
– – ﹤0.01% 1350
2022
Q3 		$134K Buy
+1,500
New +$153K ﹤0.01% 1530
2022
Q2 		– Sell
-3,300
Closed -$329K – 2140
2022
Q1 		$329K Sell
3,300
-6,400
-66% -$604K ﹤0.01% 1575
2021
Q4 		$942K Sell
9,700
-9,000
-48% -$823K ﹤0.01% 1338
2021
Q3 		$1.65M Buy
18,700
+15,700
+523% +$1.47M ﹤0.01% 1266
2021
Q2 		$267K Buy
3,000
+1,500
+100% +$141K ﹤0.01% 1469
2021
Q1 		$140K Sell
1,500
-11,100
-88% -$968K ﹤0.01% 1483
2020
Q4 		$1.16M Buy
12,600
+2,000
+19% +$195K ﹤0.01% 1037
2020
Q3 		$1.03M Buy
10,600
+5,600
+112% +$522K 0.01% 1008
2020
Q2 		$438K Buy
+5,000
New +$451K ﹤0.01% 1115
2020
Q1 		– Sell
-5,000
Closed -$461K – 1397
2019
Q4 		$461K Buy
5,000
+500
+11% +$45.6K ﹤0.01% 1162
2019
Q3 		$428K Buy
4,500
+4,100
+1,025% +$369K ﹤0.01% 1127
2019
Q2 		$33K Buy
+400
New +$32.1K ﹤0.01% 1344

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.