CM
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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 – 2475
2025
Q3 		$4.7M Buy
41,003
+6,003
+17% +$651K 0.27% 517
2025
Q2 		$3.65M Buy
+35,000
New +$3.72M 0.33% 506
2025
Q1 		– Hold
0
– – – 2446
2024
Q4 		– Sell
-59,364
Closed -$5.71M – 2202
2024
Q3 		$5.71M Buy
+59,364
New +$5.26M 0.61% 262
2024
Q2 		– Sell
-18,000
Closed -$1.48M – 1870
2024
Q1 		$1.48M Buy
+18,000
New +$1.45M 0.16% 631

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $501B 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 $431B AUM 30.22% 1-Year Est. Return