KLCM Advisors’s WEC Energy WEC Stock Holding History

KLCM Advisors’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	$4.75M	Sell	41,007 -1,187	-3%	-$133K	0.4%	46
2025 Q4	$4.45M	Buy	42,194 +661	+2%	+$73.2K	0.38%	50
2025 Q3	$4.76M	Buy	41,533 +1,722	+4%	+$187K	0.47%	39
2025 Q2	$4.15M	Buy	39,811 +1,825	+5%	+$194K	0.44%	42
2025 Q1	$4.14M	Buy	37,986 +124	+0.3%	+$12.7K	0.48%	44
2024 Q4	$3.56M	Buy	37,862 +2,267	+6%	+$220K	0.41%	41
2024 Q3	$3.42M	Sell	35,595 -1,605	-4%	-$142K	0.41%	41
2024 Q2	$2.92M	Buy	37,200 +1,258	+4%	+$102K	0.36%	40
2024 Q1	$2.95M	Buy	35,942 +1,611	+5%	+$130K	0.38%	43
2023 Q4	$2.89M	Buy	34,331 +722	+2%	+$59.5K	0.45%	39
2023 Q3	$2.71M	Buy	33,609 +71	+0.2%	+$6.17K	0.51%	42
2023 Q2	$2.96M	Buy	33,538 +382	+1%	+$35.3K	0.58%	40
2023 Q1	$3.14M	Sell	33,156 -9,893	-23%	-$916K	0.62%	39
2022 Q4	$4.04M	Buy	43,049 +11,455	+36%	+$1.06M	0.82%	34
2022 Q3	$2.83M	Sell	31,594 -1,201	-4%	-$123K	0.66%	38
2022 Q2	$3.3M	Buy	32,795 +2,411	+8%	+$244K	0.73%	36
2022 Q1	$3.03M	Sell	30,384 -30	-0.1%	-$2.83K	0.64%	34
2021 Q4	$2.95M	Buy	30,414 +4,980	+20%	+$455K	0.64%	35
2021 Q3	$2.24M	Hold	25,434	–	–	0.48%	36
2021 Q2	$2.26M	Hold	25,434	–	–	0.5%	33
2021 Q1	$2.38M	Hold	25,434	–	–	0.54%	33
2020 Q4	$2.34M	Hold	25,434	–	–	0.58%	33
2020 Q3	$2.46M	Hold	25,434	–	–	0.72%	32
2020 Q2	$2.23M	Hold	25,434	–	–	0.63%	32
2020 Q1	$2.24M	Sell	25,434 -3,098	-11%	-$298K	0.71%	28
2019 Q4	$2.63M	Buy	28,532 +15,390	+117%	+$1.4M	0.58%	31
2019 Q3	$1.25M	Sell	13,142 -836	-6%	-$75.3K	0.32%	39
2019 Q2	$1.17M	Sell	13,978 -3,987	-22%	-$320K	0.29%	40
2019 Q1	$1.42M	Sell	17,965 -885	-5%	-$65.7K	0.35%	34
2018 Q4	$1.31M	Buy	18,850 +761	+4%	+$53.4K	0.38%	34
2018 Q3	$1.21M	Hold	18,089	–	–	0.3%	37
2018 Q2	$1.17M	Buy	18,089 +12,352	+215%	+$768K	0.31%	35
2018 Q1	$360K	Sell	5,737 -700	-11%	-$43.4K	0.1%	64
2017 Q4	$428K	Hold	6,437	–	–	0.11%	59
2017 Q3	$404K	Sell	6,437 -600	-9%	-$38.3K	0.11%	59
2017 Q2	$432K	Buy	7,037 +300	+4%	+$18.5K	0.12%	55
2017 Q1	$408K	Sell	6,737 -662	-9%	-$39K	0.12%	51
2016 Q4	$434K	Buy	7,399 +1,100	+17%	+$63.1K	0.13%	47
2016 Q3	$377K	Buy	6,299 +925	+17%	+$57.7K	0.12%	52
2016 Q2	$351K	Buy	5,374 +400	+8%	+$24.1K	0.12%	55
2016 Q1	$299K	Sell	4,974 -338	-6%	-$18.9K	0.1%	56
2015 Q4	$273K	Hold	5,312	–	–	0.1%	54
2015 Q3	$277K	Sell	5,312 -2,058	-28%	-$100K	0.1%	52
2015 Q2	$331K	Buy	7,370 +1,841	+33%	+$88.4K	0.08%	69
2015 Q1	$274K	Buy	+5,529	New	+$289K	0.08%	59

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

KLCM Advisors's WEC Position: Q1 2026 in Review

KLCM Advisors reduced its WEC Energy (WEC) stake by 2.8% in Q1 2026, selling an estimated $133K and leaving 41,007 shares worth $4.75M. The position accounts for 0.4% of the portfolio, ranked #46.

KLCM Advisors first reported a position in WEC in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.76M in Q3 2025. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

KLCM Advisors held 41,007 shares of WEC Energy worth $4.75M as of Q1 2026.
KLCM Advisors sold 1,187 WEC Energy shares in Q1 2026, an estimated $133K.
WEC Energy made up 0.4% of KLCM Advisors's portfolio in Q1 2026, its #46 holding.
KLCM Advisors first reported a position in WEC Energy in Q1 2015 and has held it in 45 quarters since.
KLCM Advisors's WEC Energy position peaked at $4.76M in Q3 2025.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.