HPCM
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Hunter Perkins Capital Management’s WEC Energy WEC Stock Holding History

Hunter Perkins 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
Q2 		$6.22M Hold
53,284
– – 1.4% 21
2026
Q1 		$6.17M Sell
53,284
-244
-0.5% -$27.4K 1.45% 20
2025
Q4 		$5.64M Sell
53,528
-200
-0.4% -$22.1K 1.31% 24
2025
Q3 		$6.16M Sell
53,728
-1,616
-3% -$175K 1.36% 25
2025
Q2 		$5.77M Sell
55,344
-183
-0.3% -$19.5K 1.36% 24
2025
Q1 		$6.05M Sell
55,527
-29,143
-34% -$2.98M 1.41% 22
2024
Q4 		$7.96M Sell
84,670
-19,290
-19% -$1.87M 1.67% 22
2024
Q3 		$10M Sell
103,960
-3,230
-3% -$286K 2.03% 18
2024
Q2 		$8.41M Sell
107,190
-2,180
-2% -$177K 1.77% 20
2024
Q1 		$8.98M Sell
109,370
-5,000
-4% -$402K 1.84% 21
2023
Q4 		$9.63M Buy
114,370
+8,140
+8% +$670K 2.01% 21
2023
Q3 		$8.56M Buy
+106,230
New +$9.23M 1.84% 19

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hunter Perkins Capital Management's WEC Position: Q2 2026 in Review

Hunter Perkins Capital Management held its WEC Energy (WEC) position steady in Q2 2026 at 53,284 shares worth $6.22M. The position accounts for 1.4% of the portfolio, ranked #21.

Hunter Perkins Capital Management first reported a position in WEC in Q3 2023 and has held it in 12 quarters since. The position peaked at $10M in Q3 2024. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hunter Perkins Capital Management held 53,284 shares of WEC Energy worth $6.22M as of Q2 2026.
  • Hunter Perkins Capital Management left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 1.4% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #21 holding.
  • Hunter Perkins Capital Management first reported a position in WEC Energy in Q3 2023 and has held it in 12 quarters since.
  • Hunter Perkins Capital Management's WEC Energy position peaked at $10M in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.