Alta Capital Management’s WEC Energy WEC Stock Holding History

Alta 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	$4.76M	Buy	41,077 +499	+1%	+$56.1K	0.37%	50
2025 Q4	$4.28M	Sell	40,578 -24	-0.1%	-$2.66K	0.29%	54
2025 Q3	$4.65M	Buy	40,602 +2,752	+7%	+$298K	0.26%	52
2025 Q2	$3.94M	Sell	37,850 -1,996	-5%	-$212K	0.22%	52
2025 Q1	$4.34M	Buy	39,846 +1,847	+5%	+$189K	0.28%	49
2024 Q4	$3.57M	Buy	37,999 +3,262	+9%	+$316K	0.21%	52
2024 Q3	$3.34M	Buy	34,737 +1,205	+4%	+$107K	0.2%	49
2024 Q2	$2.63M	Buy	33,532 +967	+3%	+$78.6K	0.17%	56
2024 Q1	$2.67M	Buy	32,565 +5,659	+21%	+$455K	0.17%	57
2023 Q4	$2.26M	Buy	26,906 +623	+2%	+$51.3K	0.15%	57
2023 Q3	$2.12M	Buy	26,283 +112	+0.4%	+$9.73K	0.15%	55
2023 Q2	$2.31M	Buy	26,171 +324	+1%	+$29.9K	0.16%	54
2023 Q1	$2.45M	Buy	25,847 +1,021	+4%	+$94.5K	0.18%	54
2022 Q4	$2.33M	Buy	24,826 +1,478	+6%	+$137K	0.18%	55
2022 Q3	$2.09M	Sell	23,348 -244	-1%	-$24.9K	0.16%	53
2022 Q2	$2.37M	Buy	23,592 +166	+0.7%	+$16.8K	0.17%	53
2022 Q1	$2.34M	Buy	23,426 +1,462	+7%	+$138K	0.14%	55
2021 Q4	$2.13M	Buy	21,964 +1,540	+8%	+$141K	0.11%	58
2021 Q3	$1.8M	Sell	20,424 -18,432	-47%	-$1.73M	0.1%	58
2021 Q2	$3.46M	Buy	38,856 +2,903	+8%	+$273K	0.1%	57
2021 Q1	$3.36M	Buy	35,953 +20,892	+139%	+$1.82M	0.1%	58
2020 Q4	$1.39M	Sell	15,061 -14,208	-49%	-$1.38M	0.08%	61
2020 Q3	$2.84M	Buy	29,269 +1,511	+5%	+$141K	0.09%	57
2020 Q2	$2.43M	Sell	27,758 -2,467	-8%	-$223K	0.09%	59
2020 Q1	$2.66M	Buy	30,225 +13,517	+81%	+$1.3M	0.12%	54
2019 Q4	$1.54M	Buy	16,708 +783	+5%	+$71.4K	0.1%	59
2019 Q3	$1.51M	Sell	15,925 -11,380	-42%	-$1.03M	0.1%	55
2019 Q2	$2.28M	Buy	27,305 +83	+0.3%	+$6.66K	0.13%	48
2019 Q1	$2.15M	Buy	27,222 +2,925	+12%	+$217K	0.13%	45
2018 Q4	$1.68M	Buy	24,297 +867	+4%	+$60.9K	0.11%	49
2018 Q3	$1.56M	Buy	23,430 +1,015	+5%	+$67.7K	0.09%	54
2018 Q2	$1.45M	Buy	22,415 +685	+3%	+$42.6K	0.09%	51
2018 Q1	$1.36M	Buy	21,730 +579	+3%	+$35.9K	0.08%	51
2017 Q4	$1.41M	Sell	21,151 -303	-1%	-$20.3K	0.09%	52
2017 Q3	$1.35M	Sell	21,454 -220	-1%	-$14K	0.09%	52
2017 Q2	$1.33M	Buy	21,674 +477	+2%	+$29.5K	0.09%	51
2017 Q1	$1.28M	Buy	21,197 +3	+0%	+$177	0.09%	55
2016 Q4	$1.24M	Sell	21,194 -363	-2%	-$20.8K	0.09%	57
2016 Q3	$1.29M	Buy	21,557 +1,050	+5%	+$65.5K	0.08%	55
2016 Q2	$1.34M	Sell	20,507 -157	-0.8%	-$9.44K	0.08%	55
2016 Q1	$1.24M	Buy	20,664 +405	+2%	+$22.7K	0.08%	55
2015 Q4	$1.04M	Sell	20,259 -1,948	-9%	-$99.4K	0.08%	58
2015 Q3	$1.16M	Sell	22,207 -2,699	-11%	-$131K	0.1%	58
2015 Q2	$1.12M	Sell	24,906 -1,858	-7%	-$89.2K	0.09%	61
2015 Q1	$1.32M	Buy	26,764 +896	+3%	+$46.9K	0.11%	57
2014 Q4	$1.36M	Buy	25,868 +795	+3%	+$39K	0.11%	56
2014 Q3	$1.08M	Buy	25,073 +1,058	+4%	+$47K	0.1%	60
2014 Q2	$1.13M	Buy	+24,015	New	+$1.12M	0.1%	61

Other funds holding WEC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alta Capital Management increased its WEC Energy (WEC) stake by 1.2% in Q1 2026, buying an estimated $56.1K and bringing the position to 41,077 shares worth $4.76M. The position accounts for 0.37% of the portfolio, ranked #50.

Alta Capital Management first reported a position in WEC in Q2 2014 and has held it in 48 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Alta Capital Management held 41,077 shares of WEC Energy worth $4.76M as of Q1 2026.
Alta Capital Management bought 499 WEC Energy shares in Q1 2026, an estimated $56.1K.
WEC Energy made up 0.37% of Alta Capital Management's portfolio in Q1 2026, its #50 holding.
Alta Capital Management first reported a position in WEC Energy in Q2 2014 and has held it in 48 quarters since.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Alta Capital Management's 13F filing for Q1 2026, filed 11 May 2026.