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Childress Capital Advisors’s WEC Energy WEC Stock Holding History

Childress 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
-1,898
Closed -$217K – 421
2025
Q3 		$217K Buy
+1,898
New +$206K 0.04% 298
2021
Q1 		– Sell
-589
Closed -$54K – 942
2020
Q4 		$54K Buy
+589
New +$57.3K 0.03% 214

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 $3.38T AUM 44.17% 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

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

Childress Capital Advisors sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 1,898 shares — an estimated $217K sold.

Childress Capital Advisors first reported a position in WEC in Q4 2020 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Childress Capital Advisors reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Childress Capital Advisors sold 1,898 WEC Energy shares in Q4 2025, an estimated $217K.
  • Childress Capital Advisors first reported a position in WEC Energy in Q4 2020 and held it in 2 quarters.
  • Childress Capital Advisors's WEC Energy position peaked at $217K in Q3 2025.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Childress Capital Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.