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Cobblestone Capital Advisors’s WEC Energy WEC Stock Holding History

Cobblestone 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
Q3 		$343K Sell
2,994
-1
-0% -$108 0.02% 244
2025
Q2 		$312K Buy
2,995
+156
+5% +$16.6K 0.02% 239
2025
Q1 		$309K Buy
2,839
+199
+8% +$20.3K 0.02% 239
2024
Q4 		$248K Buy
2,640
+3
+0.1% +$291 0.01% 257
2024
Q3 		$254K Buy
+2,637
New +$234K 0.01% 257

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cobblestone Capital Advisors's WEC Position: Q3 2025 in Review

Cobblestone Capital Advisors reduced its WEC Energy (WEC) stake by 0.03% in Q3 2025, selling an estimated $108 and leaving 2,994 shares worth $343K. The position accounts for 0.02% of the portfolio, ranked #244.

Cobblestone Capital Advisors first reported a position in WEC in Q3 2024 and has held it in 5 quarters since. 1,297 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Cobblestone Capital Advisors held 2,994 shares of WEC Energy worth $343K as of Q3 2025.
  • Cobblestone Capital Advisors sold 1 WEC Energy share in Q3 2025, an estimated $108.
  • WEC Energy made up 0.02% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #244 holding.
  • Cobblestone Capital Advisors first reported a position in WEC Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,297 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.