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Chilton Investment Company’s WEC Energy WEC Stock Holding History

Chilton Investment Company’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
Q2 		– Sell
-3,702
Closed -$403K – 240
2025
Q1 		$403K Buy
+3,702
New +$378K 0.01% 155
2016
Q1 		– Sell
-24,000
Closed -$1.23M – 138
2015
Q4 		$1.23M Hold
24,000
– – 0.04% 92
2015
Q3 		$1.25M Hold
24,000
– – 0.04% 112
2015
Q2 		$1.08M Buy
+24,000
New +$1.15M 0.04% 117

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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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 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 $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

Chilton Investment Company's WEC Position: Q2 2025 in Review

Chilton Investment Company sold out of WEC Energy (WEC) in Q2 2025, closing a stake of 3,702 shares — an estimated $403K sold.

Chilton Investment Company first reported a position in WEC in Q2 2015 and held it in 4 quarters. The position peaked at $1.25M in Q3 2015. 1,259 funds tracked by Wall St. Rank hold WEC as of Q2 2025.

  • Chilton Investment Company reported no remaining WEC Energy position as of Q2 2025 after selling out during the quarter.
  • Chilton Investment Company sold 3,702 WEC Energy shares in Q2 2025, an estimated $403K.
  • Chilton Investment Company first reported a position in WEC Energy in Q2 2015 and held it in 4 quarters.
  • Chilton Investment Company's WEC Energy position peaked at $1.25M in Q3 2015.
  • 1,259 funds tracked by Wall St. Rank held WEC Energy as of Q2 2025.

Based on Chilton Investment Company's 13F filing for Q2 2025, filed 14 Aug 2025.