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Collar Capital Management’s WEC Energy WEC Stock Holding History

Collar Capital Management’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
Q1 		– Sell
-22,587
Closed -$2.12M – 80
2024
Q4 		$2.12M Buy
+22,587
New +$2.19M 1.77% 21

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

Collar Capital Management's WEC Position: Q1 2025 in Review

Collar Capital Management sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 22,587 shares — an estimated $2.12M sold.

Collar Capital Management first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $2.12M in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Collar Capital Management reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Collar Capital Management sold 22,587 WEC Energy shares in Q1 2025, an estimated $2.12M.
  • Collar Capital Management first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
  • Collar Capital Management's WEC Energy position peaked at $2.12M in Q4 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Collar Capital Management's 13F filing for Q1 2025, filed 14 May 2025.