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Lavaca Capital’s WEC Energy WEC Stock Holding History

Lavaca 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
Q1 		$46.3K Hold
400
– – 0.01% 172
2025
Q4 		$42.2K Hold
400
– – 0.01% 183
2025
Q3 		$45.8K Hold
400
– – 0.01% 171
2025
Q2 		$41.7K Hold
400
– – 0.02% 175
2025
Q1 		$43.6K Hold
400
– – 0.02% 162
2024
Q4 		$37.6K Buy
+400
New +$38.8K 0.01% 206
2019
Q2 		– Sell
-255
Closed -$20K – 356
2019
Q1 		$20K Buy
255
+69
+37% +$5.12K 0.02% 218
2018
Q4 		$13K Buy
+186
New +$13.1K 0.01% 216

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

Lavaca Capital's WEC Position: Q1 2026 in Review

Lavaca Capital held its WEC Energy (WEC) position steady in Q1 2026 at 400 shares worth $46.3K. The position accounts for 0.01% of the portfolio, ranked #172.

Lavaca Capital first reported a position in WEC in Q4 2018 and has held it in 8 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Lavaca Capital held 400 shares of WEC Energy worth $46.3K as of Q1 2026.
  • Lavaca Capital left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.01% of Lavaca Capital's portfolio in Q1 2026, its #172 holding.
  • Lavaca Capital first reported a position in WEC Energy in Q4 2018 and has held it in 8 quarters since.
  • 1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Lavaca Capital's 13F filing for Q1 2026, filed 13 May 2026.