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Caption Management’s WEC Energy WEC Stock Holding History

Caption Management’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
-41,003
Closed -$4.7M – 2113
2025
Q3 		$4.7M Buy
41,003
+6,003
+17% +$651K 0.04% 517
2025
Q2 		$3.65M Buy
+35,000
New +$3.72M 0.04% 506
2024
Q4 		– Sell
-59,364
Closed -$5.71M – 1865
2024
Q3 		$5.71M Buy
+59,364
New +$5.26M 0.09% 262
2024
Q2 		– Sell
-18,000
Closed -$1.48M – 1549
2024
Q1 		$1.48M Buy
+18,000
New +$1.45M 0.02% 631

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Caption Management's WEC Position: Q4 2025 in Review

Caption Management sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 41,003 shares — an estimated $4.7M sold.

Caption Management first reported a position in WEC in Q1 2024 and held it in 4 quarters. The position peaked at $5.71M in Q3 2024. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Caption Management reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Caption Management sold 41,003 WEC Energy shares in Q4 2025, an estimated $4.7M.
  • Caption Management first reported a position in WEC Energy in Q1 2024 and held it in 4 quarters.
  • Caption Management's WEC Energy position peaked at $5.71M in Q3 2024.
  • 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.