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 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

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

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

Mill Capital Management held its WEC Energy (WEC) position steady in Q1 2026 at 4,824 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #94.

Mill Capital Management first reported a position in WEC in Q4 2021 and has held it in 18 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Mill Capital Management held 4,824 shares of WEC Energy worth $558K as of Q1 2026.
Mill Capital Management left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.04% of Mill Capital Management's portfolio in Q1 2026, its #94 holding.
Mill Capital Management first reported a position in WEC Energy in Q4 2021 and has held it in 18 quarters since.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.