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Fidelis Capital Partners’s WEC Energy WEC Stock Holding History

Fidelis Capital Partners’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
Q1 		$328K Buy
2,834
+77
+3% +$8.65K 0.02% 384
2025
Q4 		$291K Sell
2,757
-9
-0.3% -$996 0.02% 395
2025
Q3 		$317K Buy
2,766
+16
+0.6% +$1.73K 0.02% 379
2025
Q2 		$302K Buy
2,750
+272
+11% +$28.9K 0.03% 351
2025
Q1 		$267K Buy
2,478
+10
+0.4% +$1.02K 0.03% 342
2024
Q4 		$248K Buy
2,468
+83
+3% +$8.05K 0.02% 369
2024
Q3 		$237K Buy
+2,385
New +$211K 0.03% 359

Other funds holding WEC

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelis Capital Partners's WEC Position: Q1 2026 in Review

Fidelis Capital Partners increased its WEC Energy (WEC) stake by 2.8% in Q1 2026, buying an estimated $8.65K and bringing the position to 2,834 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #384.

Fidelis Capital Partners first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Fidelis Capital Partners held 2,834 shares of WEC Energy worth $328K as of Q1 2026.
  • Fidelis Capital Partners bought 77 WEC Energy shares in Q1 2026, an estimated $8.65K.
  • WEC Energy made up 0.02% of Fidelis Capital Partners's portfolio in Q1 2026, its #384 holding.
  • Fidelis Capital Partners first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.