Hendershot Investments’s WEC Energy WEC Stock Holding History

Hendershot Investments’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	$1.07M	Hold	9,218	–	–	0.14%	57
2025 Q4	$972K	Hold	9,218	–	–	0.12%	59
2025 Q3	$1.06M	Hold	9,218	–	–	0.13%	59
2025 Q2	$961K	Sell	9,218 -151	-2%	-$16.1K	0.13%	62
2025 Q1	$1.02M	Buy	9,369 +151	+2%	+$15.4K	0.14%	63
2024 Q4	$867K	Hold	9,218	–	–	0.12%	65
2024 Q3	$887K	Sell	9,218 -1,228	-12%	-$109K	0.12%	68
2024 Q2	$820K	Hold	10,446	–	–	0.12%	66
2024 Q1	$858K	Hold	10,446	–	–	0.12%	66
2023 Q4	$879K	Hold	10,446	–	–	0.14%	63
2023 Q3	$841K	Hold	10,446	–	–	0.14%	65
2023 Q2	$922K	Hold	10,446	–	–	0.15%	65
2023 Q1	$990K	Hold	10,446	–	–	0.17%	65
2022 Q4	$979K	Hold	10,446	–	–	0.17%	74
2022 Q3	$934K	Sell	10,446 -700	-6%	-$71.5K	0.18%	72
2022 Q2	$1.12M	Hold	11,146	–	–	0.2%	70
2022 Q1	$1.11M	Hold	11,146	–	–	0.17%	71
2021 Q4	$1.08M	Buy	+11,146	New	+$1.02M	0.16%	76

Other funds holding WEC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $344B AUM 42.99% 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

Hendershot Investments's WEC Position: Q1 2026 in Review

Hendershot Investments held its WEC Energy (WEC) position steady in Q1 2026 at 9,218 shares worth $1.07M. The position accounts for 0.14% of the portfolio, ranked #57.

Hendershot Investments first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.12M in Q2 2022. 1,377 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Hendershot Investments held 9,218 shares of WEC Energy worth $1.07M as of Q1 2026.
Hendershot Investments left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.14% of Hendershot Investments's portfolio in Q1 2026, its #57 holding.
Hendershot Investments first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
Hendershot Investments's WEC Energy position peaked at $1.12M in Q2 2022.
1,377 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Hendershot Investments's 13F filing for Q1 2026, filed 27 Apr 2026.