ECM
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Element Capital Management’s WEC Energy WEC Stock Holding History

Element 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
Q2 		– Sell
-25,778
Closed -$2.81M – 141
2025
Q1 		$2.81M Buy
+25,778
New +$2.63M 0.7% 11
2023
Q4 		– Sell
-34,626
Closed -$2.79M – 213
2023
Q3 		$2.79M Sell
34,626
-6,809
-16% -$592K 0.25% 113
2023
Q2 		$3.66M Buy
41,435
+2,171
+6% +$201K 0.25% 107
2023
Q1 		$3.72M Buy
+39,264
New +$3.64M 0.28% 87
2019
Q4 		– Sell
-3,508
Closed -$334K – 220
2019
Q3 		$334K Buy
+3,508
New +$316K 0.03% 212
2019
Q2 		– Sell
-56,914
Closed -$4.5M – 732
2019
Q1 		$4.5M Buy
+56,914
New +$4.22M 0.14% 122
2016
Q3 		– Sell
-8,201
Closed -$536K – 184
2016
Q2 		$536K Sell
8,201
-16,144
-66% -$971K 0.08% 157
2016
Q1 		$1.46M Buy
24,345
+16,843
+225% +$943K 0.22% 80
2015
Q4 		$385K Buy
+7,502
New +$383K 0.07% 150
2015
Q3 		– Sell
-14,339
Closed -$645K – 269
2015
Q2 		$645K Buy
+14,339
New +$688K 0.23% 46

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
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return