Mill Capital Management’s WEC Energy WEC Stock Holding History

Mill 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 Q3	$486K	Hold	4,824	–	–	0.03%	94
2026 Q2	$563K	Hold	4,824	–	–	0.04%	90
2026 Q1	$558K	Hold	4,824	–	–	0.04%	94
2025 Q4	$509K	Hold	4,824	–	–	0.04%	96
2025 Q3	$553K	Hold	4,824	–	–	0.04%	93
2025 Q2	$503K	Hold	4,824	–	–	0.04%	91
2025 Q1	$526K	Hold	4,824	–	–	0.04%	89
2024 Q4	$454K	Hold	4,824	–	–	0.04%	91
2024 Q3	$464K	Hold	4,824	–	–	0.04%	95
2024 Q2	$378K	Hold	4,824	–	–	0.03%	96
2024 Q1	$396K	Hold	4,824	–	–	0.03%	95
2023 Q4	$406K	Hold	4,824	–	–	0.04%	97
2023 Q3	$389K	Hold	4,824	–	–	0.04%	97
2023 Q2	$426K	Sell	4,824 -525	-10%	-$48.5K	0.04%	98
2023 Q1	$507K	Buy	5,349 +525	+11%	+$48.6K	0.05%	97
2022 Q4	$452K	Hold	4,824	–	–	0.05%	96
2022 Q3	$431K	Hold	4,824	–	–	0.05%	94
2022 Q2	$485K	Hold	4,824	–	–	0.05%	92
2022 Q1	$481K	Hold	4,824	–	–	0.05%	100
2021 Q4	$468K	Buy	+4,824	New	+$441K	0.05%	85

Other funds holding WEC

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mill Capital Management's WEC Position: Q3 2026 in Review

Mill Capital Management held its WEC Energy (WEC) position steady in Q3 2026 at 4,824 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #94.

Mill Capital Management first reported a position in WEC in Q4 2021 and has held it in 20 quarters since. The position peaked at $563K in Q2 2026. 540 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Mill Capital Management held 4,824 shares of WEC Energy worth $486K as of Q3 2026.
Mill Capital Management left its WEC Energy share count unchanged in Q3 2026.
WEC Energy made up 0.03% of Mill Capital Management's portfolio in Q3 2026, its #94 holding.
Mill Capital Management first reported a position in WEC Energy in Q4 2021 and has held it in 20 quarters since.
Mill Capital Management's WEC Energy position peaked at $563K in Q2 2026.
540 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.