Hutner Capital Management’s WEC Energy WEC Stock Holding History

Hutner 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	$618K	Sell	5,336 -20	-0.4%	-$2.25K	0.25%	39
2025 Q4	$565K	Sell	5,356 -71	-1%	-$7.86K	0.24%	38
2025 Q3	$622K	Hold	5,427	–	–	0.26%	39
2025 Q2	$565K	Hold	5,427	–	–	0.26%	39
2025 Q1	$591K	Hold	5,427	–	–	0.25%	39
2024 Q4	$510K	Hold	5,427	–	–	0.25%	38
2024 Q3	$522K	Hold	5,427	–	–	0.26%	40
2024 Q2	$426K	Hold	5,427	–	–	0.23%	39
2024 Q1	$446K	Hold	5,427	–	–	0.24%	39
2023 Q4	$457K	Buy	5,427 +736	+16%	+$60.6K	0.27%	39
2023 Q3	$378K	Buy	4,691 +640	+16%	+$55.6K	0.23%	39
2023 Q2	$357K	Buy	4,051 +244	+6%	+$22.5K	0.21%	39
2023 Q1	$361K	Hold	3,807	–	–	0.22%	39
2022 Q4	$357K	Hold	3,807	–	–	0.22%	39
2022 Q3	$340K	Hold	3,807	–	–	0.24%	40
2022 Q2	$383K	Hold	3,807	–	–	0.25%	40
2022 Q1	$380K	Hold	3,807	–	–	0.22%	42
2021 Q4	$370K	Hold	3,807	–	–	0.22%	44
2021 Q3	$336K	Sell	3,807 -18	-0.5%	-$1.69K	0.22%	44
2021 Q2	$340K	Hold	3,825	–	–	0.22%	43
2021 Q1	$358K	Hold	3,825	–	–	0.23%	41
2020 Q4	$352K	Hold	3,825	–	–	0.25%	41
2020 Q3	$371K	Hold	3,825	–	–	0.28%	39
2020 Q2	$335K	Hold	3,825	–	–	0.28%	37
2020 Q1	$337K	Hold	3,825	–	–	0.31%	35
2019 Q4	$353K	Hold	3,825	–	–	0.24%	38
2019 Q3	$364K	Hold	3,825	–	–	0.26%	37
2019 Q2	$319K	Hold	3,825	–	–	0.23%	38
2019 Q1	$302K	Hold	3,825	–	–	0.22%	37
2018 Q4	$265K	Hold	3,825	–	–	0.21%	38
2018 Q3	$255K	Hold	3,825	–	–	0.19%	40
2018 Q2	$247K	Hold	3,825	–	–	0.19%	39
2018 Q1	$240K	Hold	3,825	–	–	0.19%	39
2017 Q4	$254K	Hold	3,825	–	–	0.18%	41
2017 Q3	$240K	Hold	3,825	–	–	0.18%	42
2017 Q2	$235K	Hold	3,825	–	–	0.18%	42
2017 Q1	$232K	Sell	3,825 -165	-4%	-$9.72K	0.18%	42
2016 Q4	$234K	Sell	3,990 -175	-4%	-$10K	0.19%	42
2016 Q3	$249K	Buy	+4,165	New	+$260K	0.21%	40

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

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

Hutner Capital Management reduced its WEC Energy (WEC) stake by 0.37% in Q1 2026, selling an estimated $2.25K and leaving 5,336 shares worth $618K. The position accounts for 0.25% of the portfolio, ranked #39.

Hutner Capital Management first reported a position in WEC in Q3 2016 and has held it in 39 quarters since. The position peaked at $622K in Q3 2025. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Hutner Capital Management held 5,336 shares of WEC Energy worth $618K as of Q1 2026.
Hutner Capital Management sold 20 WEC Energy shares in Q1 2026, an estimated $2.25K.
WEC Energy made up 0.25% of Hutner Capital Management's portfolio in Q1 2026, its #39 holding.
Hutner Capital Management first reported a position in WEC Energy in Q3 2016 and has held it in 39 quarters since.
Hutner Capital Management's WEC Energy position peaked at $622K in Q3 2025.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Hutner Capital Management's 13F filing for Q1 2026, filed 15 May 2026.