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Chilton Capital Management’s WEC Energy WEC Stock Holding History

Chilton 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
-7
Closed -$739 – 753
2025
Q4 		$739 Sell
7
-93
-93% -$10.3K ﹤0.01% 612
2025
Q3 		$11.5K Hold
100
– – ﹤0.01% 473
2025
Q2 		$10.4K Sell
100
-58
-37% -$6.17K ﹤0.01% 461
2025
Q1 		$17.2K Hold
158
– – ﹤0.01% 421
2024
Q4 		$14.9K Sell
158
-17
-10% -$1.65K ﹤0.01% 435
2024
Q3 		$16.8K Sell
175
-452
-72% -$40.1K ﹤0.01% 438
2024
Q2 		$49.2K Buy
+627
New +$50.9K ﹤0.01% 359
2022
Q3 		– Sell
-205
Closed -$21K – 619
2022
Q2 		$21K Buy
+205
New +$20.8K ﹤0.01% 398

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

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

Chilton Capital Management sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 7 shares — an estimated $739 sold.

Chilton Capital Management first reported a position in WEC in Q2 2022 and held it in 8 quarters. The position peaked at $49.2K in Q2 2024. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Chilton Capital Management reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • Chilton Capital Management sold 7 WEC Energy shares in Q1 2026, an estimated $739.
  • Chilton Capital Management first reported a position in WEC Energy in Q2 2022 and held it in 8 quarters.
  • Chilton Capital Management's WEC Energy position peaked at $49.2K in Q2 2024.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

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