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Capula Management’s WEC Energy WEC Stock Holding History

Capula 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
2024
Q3 		– Sell
-5,321
Closed -$417K – 664
2024
Q2 		$417K Buy
+5,321
New +$432K ﹤0.01% 295
2021
Q3 		– Sell
-2,928
Closed -$260K – 1076
2021
Q2 		$260K Buy
+2,928
New +$276K ﹤0.01% 613

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capula Management's WEC Position: Q3 2024 in Review

Capula Management sold out of WEC Energy (WEC) in Q3 2024, closing a stake of 5,321 shares — an estimated $417K sold.

Capula Management first reported a position in WEC in Q2 2021 and held it in 2 quarters. The position peaked at $417K in Q2 2024. 1,130 funds tracked by Wall St. Rank hold WEC as of Q3 2024.

  • Capula Management reported no remaining WEC Energy position as of Q3 2024 after selling out during the quarter.
  • Capula Management sold 5,321 WEC Energy shares in Q3 2024, an estimated $417K.
  • Capula Management first reported a position in WEC Energy in Q2 2021 and held it in 2 quarters.
  • Capula Management's WEC Energy position peaked at $417K in Q2 2024.
  • 1,130 funds tracked by Wall St. Rank held WEC Energy as of Q3 2024.

Based on Capula Management's 13F filing for Q3 2024, filed 13 Nov 2024.