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
Q4 		– Sell
-5,300
Closed -$607K – 2095
2025
Q3 		$607K Sell
5,300
-1,000
-16% -$108K ﹤0.01% 1269
2025
Q2 		$656K Sell
6,300
-600
-9% -$63.8K ﹤0.01% 1019
2025
Q1 		$752K Buy
6,900
+200
+3% +$20.4K ﹤0.01% 969
2024
Q4 		$630K Buy
6,700
+5,400
+415% +$524K ﹤0.01% 1232
2024
Q3 		$125K Buy
1,300
+400
+44% +$35.4K ﹤0.01% 1684
2024
Q2 		$70.6K Buy
+900
New +$73.1K ﹤0.01% 1923
2024
Q1 		– Sell
-2,000
Closed -$168K – 2573
2023
Q4 		$168K Sell
2,000
-1,800
-47% -$148K ﹤0.01% 1831
2023
Q3 		$306K Buy
3,800
+1,100
+41% +$95.6K ﹤0.01% 1589
2023
Q2 		$238K Buy
+2,700
New +$249K ﹤0.01% 1484
2023
Q1 		– Sell
-7,900
Closed -$741K – 1695
2022
Q4 		$741K Hold
7,900
– – 0.01% 1022
2022
Q3 		$706K Buy
+7,900
New +$807K ﹤0.01% 1155
2022
Q2 		– Sell
-17,500
Closed -$1.75M – 2142
2022
Q1 		$1.75M Sell
17,500
-55,600
-76% -$5.25M ﹤0.01% 1123
2021
Q4 		$7.1M Sell
73,100
-29,900
-29% -$2.73M 0.01% 721
2021
Q3 		$9.09M Buy
103,000
+88,800
+625% +$8.33M 0.02% 656
2021
Q2 		$1.26M Buy
14,200
+8,000
+129% +$754K ﹤0.01% 1160
2021
Q1 		$580K Sell
6,200
-28,700
-82% -$2.5M ﹤0.01% 1243
2020
Q4 		$3.21M Buy
34,900
+2,900
+9% +$282K 0.01% 738
2020
Q3 		$3.1M Buy
32,000
+4,300
+16% +$401K 0.02% 666
2020
Q2 		$2.43M Buy
+27,700
New +$2.5M 0.02% 649
2020
Q1 		– Sell
-11,300
Closed -$1.04M – 1398
2019
Q4 		$1.04M Hold
11,300
– – 0.01% 992
2019
Q3 		$1.07M Buy
11,300
+9,000
+391% +$811K 0.01% 919
2019
Q2 		$192K Buy
+2,300
New +$184K ﹤0.01% 1263

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.