Catalyst Capital Advisors’s WEC Energy WEC Stock Holding History

Catalyst Capital 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	-869	Closed	-$99.6K	–	461
2025 Q3	$99.6K	Sell	869 -38	-4%	-$4.12K	﹤0.01%	315
2025 Q2	$94.5K	Buy	907 +380	+72%	+$40.4K	﹤0.01%	339
2025 Q1	$57.4K	Sell	527 -561	-52%	-$57.3K	﹤0.01%	357
2024 Q4	$102K	Buy	+1,088	New	+$105K	﹤0.01%	291
2016 Q4	–	Sell	-89,000	Closed	-$5.33M	–	537
2016 Q3	$5.33M	Sell	89,000 -20,990	-19%	-$1.31M	0.59%	37
2016 Q2	$7.18M	Sell	109,990 -8,000	-7%	-$481K	1.33%	9
2016 Q1	$7.09M	Buy	117,990 +37,990	+47%	+$2.13M	1.19%	28
2015 Q4	$4.11M	Buy	+80,000	New	+$4.08M	0.59%	67

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Catalyst Capital Advisors's WEC Position: Q4 2025 in Review

Catalyst Capital Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 869 shares — an estimated $99.6K sold.

Catalyst Capital Advisors first reported a position in WEC in Q4 2015 and held it in 8 quarters. The position peaked at $7.18M in Q2 2016. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Catalyst Capital Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Catalyst Capital Advisors sold 869 WEC Energy shares in Q4 2025, an estimated $99.6K.
Catalyst Capital Advisors first reported a position in WEC Energy in Q4 2015 and held it in 8 quarters.
Catalyst Capital Advisors's WEC Energy position peaked at $7.18M in Q2 2016.
1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Catalyst Capital Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.