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Sone Capital Management’s WEC Energy WEC Stock Holding History

Sone Capital Management’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
-62,242
Closed -$6.56M – 129
2025
Q4 		$6.56M Buy
+62,242
New +$6.89M 0.53% 68
2025
Q3 		– Sell
-42,606
Closed -$4.44M – 125
2025
Q2 		$4.44M Buy
42,606
+21,683
+104% +$2.31M 0.41% 79
2025
Q1 		$2.28M Buy
+20,923
New +$2.14M 0.23% 92

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

Sone Capital Management's WEC Position: Q1 2026 in Review

Sone Capital Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 62,242 shares — an estimated $6.56M sold.

Sone Capital Management first reported a position in WEC in Q1 2025 and held it in 3 quarters. The position peaked at $6.56M in Q4 2025. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Sone Capital Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Sone Capital Management sold 62,242 WEC Energy shares in Q1 2026, an estimated $6.56M.
  • Sone Capital Management first reported a position in WEC Energy in Q1 2025 and held it in 3 quarters.
  • Sone Capital Management's WEC Energy position peaked at $6.56M in Q4 2025.
  • 1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Sone Capital Management's 13F filing for Q1 2026, filed 15 May 2026.