CIBC Private Wealth Group’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $4.45M | Sell |
42,218
-1,352
| -3% | -$150K | 0.01% | 450 |
|
|
2025
Q3 | $4.99M | Sell |
43,570
-4,936
| -10% | -$535K | 0.01% | 431 |
|
|
2025
Q2 | $5.05M | Sell |
48,506
-5,983
| -11% | -$637K | 0.01% | 424 |
|
|
2025
Q1 | $5.61M | Sell |
54,489
-1,058,750
| -95% | -$108M | 0.01% | 385 |
|
|
2024
Q4 | $105M | Sell |
1,113,239
-77,306
| -6% | -$7.5M | 0.19% | 114 |
|
|
2024
Q3 | $115M | Sell |
1,190,545
-91,127
| -7% | -$8.08M | 0.21% | 116 |
|
|
2024
Q2 | $100M | Buy |
1,281,672
+13,210
| +1% | +$1.07M | 0.19% | 122 |
|
|
2024
Q1 | $103M | Buy |
1,268,462
+69,781
| +6% | +$5.61M | 0.2% | 116 |
|
|
2023
Q4 | $101M | Sell |
1,198,681
-232,303
| -16% | -$19.1M | 0.21% | 110 |
|
|
2023
Q3 | $115M | Buy |
1,430,984
+158,030
| +12% | +$13.7M | 0.27% | 91 |
|
|
2023
Q2 | $112M | Buy |
1,272,954
+1,236,652
| +3,407% | +$114M | 0.25% | 100 |
|
|
2023
Q1 | $3.44M | Sell |
36,302
-182
| -0.5% | -$16.9K | 0.01% | 440 |
|
|
2022
Q4 | $3.42K | Sell |
36,484
-351
| -1% | -$32.4K | ﹤0.01% | 744 |
|
|
2022
Q3 | $3.29M | Sell |
36,835
-183
| -0.5% | -$18.7K | 0.01% | 414 |
|
|
2022
Q2 | $3.73M | Buy |
37,018
+87
| +0.2% | +$8.82K | 0.01% | 407 |
|
|
2022
Q1 | $3.69M | Buy |
36,931
+807
| +2% | +$76.2K | 0.01% | 434 |
|
|
2021
Q4 | $3.51M | Sell |
36,124
-176
| -0.5% | -$16.1K | 0.01% | 444 |
|
|
2021
Q3 | $3.2M | Sell |
36,300
-41
| -0.1% | -$3.85K | 0.01% | 437 |
|
|
2021
Q2 | $3.23M | Buy |
36,341
+137
| +0.4% | +$12.9K | 0.01% | 459 |
|
|
2021
Q1 | $3.39M | Sell |
36,204
-187,202
| -84% | -$16.3M | 0.01% | 448 |
|
|
2020
Q4 | $20.6M | Buy |
223,406
+177,849
| +390% | +$17.3M | 0.05% | 234 |
|
|
2020
Q3 | $4.41M | Buy |
+45,557
| New | +$4.24M | 0.01% | 375 |
|
|
2020
Q2 | – | Sell |
-35,861
| Closed | -$3.16M | – | 823 |
|
|
2020
Q1 | $3.16M | Buy |
35,861
+85
| +0.2% | +$8.18K | 0.01% | 354 |
|
|
2019
Q4 | $3.3M | Buy |
35,776
+1,583
| +5% | +$144K | 0.01% | 398 |
|
|
2019
Q3 | $3.25M | Buy |
34,193
+468
| +1% | +$42.2K | 0.01% | 396 |
|
|
2019
Q2 | $2.81M | Buy |
33,725
+43
| +0.1% | +$3.45K | 0.01% | 428 |
|
|
2019
Q1 | $2.66M | Buy |
33,682
+2,221
| +7% | +$165K | 0.01% | 421 |
|
|
2018
Q4 | $2.18M | Sell |
31,461
-64
| -0.2% | -$4.49K | 0.01% | 434 |
|
|
2018
Q3 | $2.1M | Sell |
31,525
-19
| -0.1% | -$1.27K | 0.01% | 489 |
|
|
2018
Q2 | $2.04M | Sell |
31,544
-599
| -2% | -$37.2K | 0.01% | 488 |
|
|
2018
Q1 | $2.02M | Sell |
32,143
-239
| -0.7% | -$14.8K | 0.01% | 477 |
|
|
2017
Q4 | $2.15M | Sell |
32,382
-4,580
| -12% | -$307K | 0.01% | 488 |
|
|
2017
Q3 | $2.32M | Buy |
+36,962
| New | +$2.36M | 0.01% | 454 |
|
Other funds holding WEC
CIBC Private Wealth Group's WEC Position: Q4 2025 in Review
CIBC Private Wealth Group reduced its WEC Energy (WEC) stake by 3.1% in Q4 2025, selling an estimated $150K and leaving 42,218 shares worth $4.45M. The position accounts for 0.01% of the portfolio, ranked #450.
CIBC Private Wealth Group first reported a position in WEC in Q3 2017 and has held it in 33 quarters since. The position peaked at $115M in Q3 2023. 1,348 funds tracked by Wall St. Rank hold WEC as of Q4 2025.
- CIBC Private Wealth Group held 42,218 shares of WEC Energy worth $4.45M as of Q4 2025.
- CIBC Private Wealth Group sold 1,352 WEC Energy shares in Q4 2025, an estimated $150K.
- WEC Energy made up 0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #450 holding.
- CIBC Private Wealth Group first reported a position in WEC Energy in Q3 2017 and has held it in 33 quarters since.
- CIBC Private Wealth Group's WEC Energy position peaked at $115M in Q3 2023.
- 1,348 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.
Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.