Hanson & Doremus Investment Management’s WEC Energy WEC Stock Holding History

Hanson & Doremus Investment 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 Q2	$427K	Hold	3,659	–	–	0.04%	144
2026 Q1	$424K	Sell	3,659 -83	-2%	-$9.32K	0.05%	136
2025 Q4	$395K	Sell	3,742 -27	-0.7%	-$2.99K	0.05%	131
2025 Q3	$432K	Buy	3,769 +110	+3%	+$11.9K	0.05%	128
2025 Q2	$381K	Hold	3,659	–	–	0.05%	135
2025 Q1	$399K	Hold	3,659	–	–	0.06%	134
2024 Q4	$344K	Sell	3,659 -51	-1%	-$4.95K	0.05%	139
2024 Q3	$357K	Hold	3,710	–	–	0.06%	136
2024 Q2	$291K	Sell	3,710 -237	-6%	-$19.3K	0.05%	150
2024 Q1	$324K	Hold	3,947	–	–	0.06%	141
2023 Q4	$332K	Hold	3,947	–	–	0.06%	137
2023 Q3	$318K	Hold	3,947	–	–	0.07%	134
2023 Q2	$348K	Hold	3,947	–	–	0.07%	134
2023 Q1	$374K	Sell	3,947 -172	-4%	-$15.9K	0.08%	127
2022 Q4	$386K	Hold	4,119	–	–	0.08%	137
2022 Q3	$368K	Buy	4,119 +172	+4%	+$17.6K	0.1%	124
2022 Q2	$397K	Hold	3,947	–	–	0.1%	124
2022 Q1	$394K	Hold	3,947	–	–	0.08%	132
2021 Q4	$383K	Hold	3,947	–	–	0.08%	137
2021 Q3	$348K	Buy	3,947 +124	+3%	+$11.6K	0.08%	134
2021 Q2	$370K	Buy	3,823 +113	+3%	+$10.6K	0.11%	120
2021 Q1	$347K	Sell	3,710 -113	-3%	-$9.85K	0.08%	146
2020 Q4	$352K	Hold	3,823	–	–	0.09%	136
2020 Q3	$370K	Hold	3,823	–	–	0.11%	120
2020 Q2	$335K	Hold	3,823	–	–	0.11%	129
2020 Q1	$337K	Hold	3,823	–	–	0.11%	128
2019 Q4	$353K	Hold	3,823	–	–	0.1%	137
2019 Q3	$364K	Hold	3,823	–	–	0.11%	130
2019 Q2	$319K	Hold	3,823	–	–	0.1%	133
2019 Q1	$302K	Hold	3,823	–	–	0.1%	140
2018 Q4	$265K	Hold	3,823	–	–	0.1%	143
2018 Q3	$255K	Sell	3,823 -302	-7%	-$20.1K	0.08%	157
2018 Q2	$267K	Hold	4,125	–	–	0.09%	149
2018 Q1	$259K	Buy	4,125 +2,125	+106%	+$132K	0.08%	170
2017 Q4	$133K	Buy	+2,000	New	+$134K	0.04%	213
2017 Q3	–	Sell	-2,000	Closed	-$123K	–	500
2017 Q2	$123K	Hold	2,000	–	–	0.05%	208
2017 Q1	$121K	Sell	2,000 -1,000	-33%	-$58.9K	0.05%	204
2016 Q4	$176K	Hold	3,000	–	–	0.08%	169
2016 Q3	$180K	Hold	3,000	–	–	0.08%	160
2016 Q2	$196K	Hold	3,000	–	–	0.09%	158
2016 Q1	$180K	Hold	3,000	–	–	0.08%	160
2015 Q4	$154K	Hold	3,000	–	–	0.07%	180
2015 Q3	$157K	Hold	3,000	–	–	0.08%	170
2015 Q2	$135K	Hold	3,000	–	–	0.06%	190
2015 Q1	$149K	Sell	3,000 -170	-5%	-$8.89K	0.06%	187
2014 Q4	$167K	Hold	3,170	–	–	0.07%	177
2014 Q3	$136K	Hold	3,170	–	–	0.06%	190
2014 Q2	$149K	Hold	3,170	–	–	0.07%	183
2014 Q1	$148K	Hold	3,170	–	–	0.07%	182
2013 Q4	$131K	Hold	3,170	–	–	0.06%	182
2013 Q3	$128K	Hold	3,170	–	–	0.06%	181
2013 Q2	$130K	Buy	+3,170	New	+$134K	0.07%	169

Other funds holding WEC

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

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

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

Hanson & Doremus Investment Management's WEC Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its WEC Energy (WEC) position steady in Q2 2026 at 3,659 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #144.

Hanson & Doremus Investment Management first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $432K in Q3 2025. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Hanson & Doremus Investment Management held 3,659 shares of WEC Energy worth $427K as of Q2 2026.
Hanson & Doremus Investment Management left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up 0.04% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #144 holding.
Hanson & Doremus Investment Management first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
Hanson & Doremus Investment Management's WEC Energy position peaked at $432K in Q3 2025.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.