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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
Q2 		$23.4K Sell
200
-200
-50% -$22.8K ﹤0.01% 263
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 $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 $3.37T AUM 44.26% 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

Lavaca Capital's WEC Position: Q2 2026 in Review

Lavaca Capital reduced its WEC Energy (WEC) stake by 50% in Q2 2026, selling an estimated $22.8K and leaving 200 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Lavaca Capital first reported a position in WEC in Q4 2018 and has held it in 9 quarters since. The position peaked at $46.3K in Q1 2026. 1,410 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Lavaca Capital held 200 shares of WEC Energy worth $23.4K as of Q2 2026.
  • Lavaca Capital sold 200 WEC Energy shares in Q2 2026, an estimated $22.8K.
  • WEC Energy made up ﹤0.01% of Lavaca Capital's portfolio in Q2 2026, its #263 holding.
  • Lavaca Capital first reported a position in WEC Energy in Q4 2018 and has held it in 9 quarters since.
  • Lavaca Capital's WEC Energy position peaked at $46.3K in Q1 2026.
  • 1,410 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

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