CAPTRUST Financial Advisors’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.68M | Sell |
48,652
-28,639
| -37% | -$3.27M | 0.01% | 763 |
|
|
2026
Q1 | $8.95M | Buy |
77,291
+42,368
| +121% | +$4.76M | 0.02% | 573 |
|
|
2025
Q4 | $3.68M | Buy |
34,923
+1,510
| +5% | +$167K | 0.01% | 784 |
|
|
2025
Q3 | $3.83M | Buy |
33,413
+1,684
| +5% | +$183K | 0.01% | 737 |
|
|
2025
Q2 | $3.31M | Buy |
31,729
+1,584
| +5% | +$169K | 0.01% | 754 |
|
|
2025
Q1 | $3.29M | Buy |
30,145
+3,243
| +12% | +$331K | 0.01% | 712 |
|
|
2024
Q4 | $2.53M | Buy |
26,902
+1,945
| +8% | +$189K | 0.01% | 784 |
|
|
2024
Q3 | $2.4M | Buy |
24,957
+2,583
| +12% | +$229K | 0.01% | 789 |
|
|
2024
Q2 | $1.76M | Sell |
22,374
-3,920
| -15% | -$318K | 0.01% | 877 |
|
|
2024
Q1 | $2.16M | Sell |
26,294
-10,704
| -29% | -$861K | 0.01% | 772 |
|
|
2023
Q4 | $3.11M | Buy |
36,998
+5,960
| +19% | +$491K | 0.01% | 730 |
|
|
2023
Q3 | $2.5M | Buy |
31,038
+2,102
| +7% | +$183K | 0.01% | 774 |
|
|
2023
Q2 | $2.55M | Buy |
28,936
+227
| +0.8% | +$21K | 0.01% | 733 |
|
|
2023
Q1 | $2.72M | Sell |
28,709
-1,604
| -5% | -$149K | 0.01% | 640 |
|
|
2022
Q4 | $2.84M | Buy |
30,313
+51
| +0.2% | +$4.71K | 0.01% | 608 |
|
|
2022
Q3 | $2.71M | Buy |
30,262
+2,188
| +8% | +$224K | 0.02% | 577 |
|
|
2022
Q2 | $2.83M | Buy |
28,074
+5,010
| +22% | +$508K | 0.02% | 509 |
|
|
2022
Q1 | $2.3M | Buy |
23,064
+3,993
| +21% | +$377K | 0.01% | 563 |
|
|
2021
Q4 | $1.85M | Sell |
19,071
-435
| -2% | -$39.8K | 0.01% | 585 |
|
|
2021
Q3 | $1.72M | Buy |
19,506
+2,040
| +12% | +$191K | 0.01% | 561 |
|
|
2021
Q2 | $1.55M | Buy |
17,466
+2,664
| +18% | +$251K | 0.01% | 570 |
|
|
2021
Q1 | $1.39M | Buy |
14,802
+2,130
| +17% | +$186K | 0.02% | 568 |
|
|
2020
Q4 | $1.17M | Buy |
12,672
+718
| +6% | +$69.9K | 0.02% | 569 |
|
|
2020
Q3 | $1.17M | Sell |
11,954
-660
| -5% | -$61.5K | 0.02% | 459 |
|
|
2020
Q2 | $1.13M | Buy |
12,614
+548
| +5% | +$49.4K | 0.02% | 467 |
|
|
2020
Q1 | $1.01M | Buy |
12,066
+489
| +4% | +$47K | 0.02% | 410 |
|
|
2019
Q4 | $1.05M | Buy |
11,577
+9,313
| +411% | +$849K | 0.02% | 499 |
|
|
2019
Q3 | $215K | Buy |
2,264
+17
| +0.8% | +$1.53K | 0.01% | 555 |
|
|
2019
Q2 | $187K | Buy |
2,247
+99
| +5% | +$7.94K | 0.01% | 576 |
|
|
2019
Q1 | $170K | Buy |
2,148
+171
| +9% | +$12.7K | 0.01% | 557 |
|
|
2018
Q4 | $137K | Sell |
1,977
-48
| -2% | -$3.37K | 0.01% | 512 |
|
|
2018
Q3 | $135K | Buy |
2,025
+334
| +20% | +$22.3K | 0.01% | 515 |
|
|
2018
Q2 | $109K | Buy |
1,691
+421
| +33% | +$26.2K | 0.01% | 486 |
|
|
2018
Q1 | $79K | Buy |
1,270
+122
| +11% | +$7.57K | ﹤0.01% | 492 |
|
|
2017
Q4 | $76K | Buy |
1,148
+1,066
| +1,300% | +$71.5K | ﹤0.01% | 501 |
|
|
2017
Q3 | $5K | Buy |
+82
| New | +$5.23K | ﹤0.01% | 490 |
|
Other funds holding WEC
CAPTRUST Financial Advisors's WEC Position: Q2 2026 in Review
CAPTRUST Financial Advisors reduced its WEC Energy (WEC) stake by 37% in Q2 2026, selling an estimated $3.27M and leaving 48,652 shares worth $5.68M. The position accounts for 0.01% of the portfolio, ranked #763.
CAPTRUST Financial Advisors first reported a position in WEC in Q3 2017 and has held it in 36 quarters since. The position peaked at $8.95M in Q1 2026. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.
- CAPTRUST Financial Advisors held 48,652 shares of WEC Energy worth $5.68M as of Q2 2026.
- CAPTRUST Financial Advisors sold 28,639 WEC Energy shares in Q2 2026, an estimated $3.27M.
- WEC Energy made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #763 holding.
- CAPTRUST Financial Advisors first reported a position in WEC Energy in Q3 2017 and has held it in 36 quarters since.
- CAPTRUST Financial Advisors's WEC Energy position peaked at $8.95M in Q1 2026.
- 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.