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Optima Capital’s WEC Energy WEC Stock Holding History

Optima 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 		– Sell
-5
Closed -$527 – 1305
2025
Q4 		$527 Buy
+5
New +$554 ﹤0.01% 1193

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

Optima Capital's WEC Position: Q1 2026 in Review

Optima Capital sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 5 shares — an estimated $527 sold.

Optima Capital first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $527 in Q4 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Optima Capital reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 5 WEC Energy shares in Q1 2026, an estimated $527.
  • Optima Capital first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
  • Optima Capital's WEC Energy position peaked at $527 in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.