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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
Q2 		$344K Buy
2,949
+115
+4% +$13.1K 0.02% 409
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 $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

Fidelis Capital Partners's WEC Position: Q2 2026 in Review

Fidelis Capital Partners increased its WEC Energy (WEC) stake by 4.1% in Q2 2026, buying an estimated $13.1K and bringing the position to 2,949 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #409.

Fidelis Capital Partners first reported a position in WEC in Q3 2024 and has held it in 8 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Fidelis Capital Partners held 2,949 shares of WEC Energy worth $344K as of Q2 2026.
  • Fidelis Capital Partners bought 115 WEC Energy shares in Q2 2026, an estimated $13.1K.
  • WEC Energy made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #409 holding.
  • Fidelis Capital Partners first reported a position in WEC Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.