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Cottonwood Capital Advisors’s WEC Energy WEC Stock Holding History

Cottonwood 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
Q1 		– Sell
-2,136
Closed -$201K – 136
2024
Q4 		$201K Buy
+2,136
New +$207K 0.14% 127

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

Cottonwood Capital Advisors's WEC Position: Q1 2025 in Review

Cottonwood Capital Advisors sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 2,136 shares — an estimated $201K sold.

Cottonwood Capital Advisors first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $201K in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

  • Cottonwood Capital Advisors reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
  • Cottonwood Capital Advisors sold 2,136 WEC Energy shares in Q1 2025, an estimated $201K.
  • Cottonwood Capital Advisors first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
  • Cottonwood Capital Advisors's WEC Energy position peaked at $201K in Q4 2024.
  • 1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Cottonwood Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.