Swan Capital’s WEC Energy WEC Stock Holding History

Swan 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
2025 Q4	–	Sell	-9	Closed	-$1.03K	–	552
2025 Q3	$1.03K	Buy	+9	New	+$976	﹤0.01%	383
2024 Q3	–	Sell	-126	Closed	-$9.89K	–	385
2024 Q2	$9.89K	Buy	+126	New	+$10.2K	0.01%	129

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Swan Capital's WEC Position: Q4 2025 in Review

Swan Capital sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 9 shares — an estimated $1.03K sold.

Swan Capital first reported a position in WEC in Q2 2024 and held it in 2 quarters. The position peaked at $9.89K in Q2 2024. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

Swan Capital reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
Swan Capital sold 9 WEC Energy shares in Q4 2025, an estimated $1.03K.
Swan Capital first reported a position in WEC Energy in Q2 2024 and held it in 2 quarters.
Swan Capital's WEC Energy position peaked at $9.89K in Q2 2024.
1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Swan Capital's 13F filing for Q4 2025, filed 12 Feb 2026.