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CAPTRUST FINANCIAL ADVISORS: WEC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WEC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 48,652 WEC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,652 shares
    Change vs previous 13F -28,639 shares

    0.01% of the 13F portfolio, value $5,681,124.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 77,291 shares
    Change vs previous 13F +42,368 shares

    0.02% of the 13F portfolio, value $8,947,721.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,923 shares
    Change vs previous 13F +1,510 shares

    0.01% of the 13F portfolio, value $3,682,966.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 33,413 shares
    Change vs previous 13F +1,684 shares

    0.01% of the 13F portfolio, value $3,828,765.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,729 shares
    Change vs previous 13F +1,584 shares

    0.01% of the 13F portfolio, value $3,306,129.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 30,145 shares
    Change vs previous 13F +3,243 shares

    0.01% of the 13F portfolio, value $3,285,149.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 26,902 shares
    Change vs previous 13F +1,945 shares

    0.01% of the 13F portfolio, value $2,529,867.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,957 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,400,330.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).