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Curi RMB Capital’s WEC Energy WEC Stock Holding History

Curi RMB Capital’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
2026
Q2 		$27.4M Buy
234,481
+220,390
+1,564% +$25.1M 0.42% 63
2026
Q1 		$1.63M Sell
14,091
-721
-5% -$81K 0.03% 366
2025
Q4 		$1.56M Sell
14,812
-30
-0.2% -$3.32K 0.03% 383
2025
Q3 		$1.7M Buy
14,842
+182
+1% +$19.7K 0.03% 347
2025
Q2 		$1.53M Buy
+14,660
New +$1.56M 0.03% 360
2022
Q1 		– Sell
-2,097
Closed -$204K – 458
2021
Q4 		$204K Buy
+2,097
New +$192K 0.01% 446
2021
Q2 		– Sell
-2,432
Closed -$228K – 477
2021
Q1 		$228K Hold
2,432
– – 0.01% 427
2020
Q4 		$224K Hold
2,432
– – 0.01% 539
2020
Q3 		$236K Sell
2,432
-774
-24% -$72.1K 0.01% 535
2020
Q2 		$281K Sell
3,206
-501
-14% -$45.2K 0.01% 489
2020
Q1 		$327K Buy
3,707
+59
+2% +$5.67K 0.02% 476
2019
Q4 		$337K Sell
3,648
-1
-0% -$91 0.01% 527
2019
Q3 		$347K Buy
3,649
+1,098
+43% +$98.9K 0.01% 548
2019
Q2 		$213K Buy
+2,551
New +$205K 0.01% 692
2018
Q3 		– Sell
-13,898
Closed -$899K – 966
2018
Q2 		$899K Buy
+13,898
New +$864K 0.02% 514
2018
Q1 		– Sell
-4,497
Closed -$299K – 985
2017
Q4 		$299K Buy
4,497
+538
+14% +$36.1K 0.01% 722
2017
Q3 		$249K Buy
3,959
+480
+14% +$30.6K 0.01% 633
2017
Q2 		$214K Buy
+3,479
New +$215K 0.01% 661
2016
Q3 		– Sell
-3,756
Closed -$246K – 515
2016
Q2 		$246K Sell
3,756
-139
-4% -$8.36K 0.01% 378
2016
Q1 		$234K Buy
+3,895
New +$218K 0.02% 330
2015
Q4 		– Sell
-5,265
Closed -$275K – 500
2015
Q3 		$275K Buy
+5,265
New +$256K 0.02% 371
2015
Q1 		– Sell
-4,000
Closed -$211K – 531
2014
Q4 		$211K Buy
+4,000
New +$196K 0.01% 416

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Curi RMB Capital's WEC Position: Q2 2026 in Review

Curi RMB Capital increased its WEC Energy (WEC) stake by 1,564% in Q2 2026, buying an estimated $25.1M and bringing the position to 234,481 shares worth $27.4M. The position accounts for 0.42% of the portfolio, ranked #63.

Curi RMB Capital first reported a position in WEC in Q4 2014 and has held it in 22 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Curi RMB Capital held 234,481 shares of WEC Energy worth $27.4M as of Q2 2026.
  • Curi RMB Capital bought 220,390 WEC Energy shares in Q2 2026, an estimated $25.1M.
  • WEC Energy made up 0.42% of Curi RMB Capital's portfolio in Q2 2026, its #63 holding.
  • Curi RMB Capital first reported a position in WEC Energy in Q4 2014 and has held it in 22 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.