Oarsman Capital’s WEC Energy WEC Stock Holding History

Oarsman Capital’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	$491K	Sell	4,241 -210	-5%	-$23.6K	0.06%	136
2025 Q4	$469K	Sell	4,451 -356	-7%	-$39.4K	0.06%	148
2025 Q3	$551K	Hold	4,807	–	–	0.08%	134
2025 Q2	$501K	Hold	4,807	–	–	0.08%	146
2025 Q1	$524K	Sell	4,807 -165	-3%	-$16.9K	0.09%	130
2024 Q4	$468K	Sell	4,972 -10	-0.2%	-$970	0.08%	137
2024 Q3	$479K	Sell	4,982 -212	-4%	-$18.8K	0.09%	136
2024 Q2	$408K	Sell	5,194 -300	-5%	-$24.4K	0.09%	144
2024 Q1	$451K	Sell	5,494 -482	-8%	-$38.8K	0.11%	134
2023 Q4	$503K	Buy	5,976 +158	+3%	+$13K	0.13%	123
2023 Q3	$469K	Sell	5,818 -71	-1%	-$6.17K	0.2%	105
2023 Q2	$520K	Sell	5,889 -426	-7%	-$39.4K	0.23%	96
2023 Q1	$599K	Sell	6,315 -1,007	-14%	-$93.2K	0.28%	83
2022 Q4	$687K	Sell	7,322 -534	-7%	-$49.3K	0.35%	75
2022 Q3	$703K	Buy	7,856 +255	+3%	+$26K	0.38%	77
2022 Q2	$765K	Sell	7,601 -3,263	-30%	-$331K	0.38%	77
2022 Q1	$1.08M	Sell	10,864 -364	-3%	-$34.4K	0.42%	75
2021 Q4	$1.09M	Sell	11,228 -3,488	-24%	-$319K	0.43%	75
2021 Q3	$1.3M	Sell	14,716 -843	-5%	-$79.1K	0.53%	62
2021 Q2	$1.38M	Sell	15,559 -605	-4%	-$57K	0.55%	62
2021 Q1	$1.51M	Sell	16,164 -2,595	-14%	-$226K	0.65%	50
2020 Q4	$1.73M	Sell	18,759 -2,911	-13%	-$283K	0.67%	44
2020 Q3	$2.1M	Sell	21,670 -1,896	-8%	-$177K	0.95%	31
2020 Q2	$2.07M	Buy	23,566 +2,257	+11%	+$204K	1.02%	29
2020 Q1	$1.88M	Sell	21,309 -4,280	-17%	-$412K	1.73%	15
2019 Q4	$2.36M	Sell	25,589 -2,890	-10%	-$263K	1.08%	26
2019 Q3	$2.71M	Sell	28,479 -321	-1%	-$28.9K	1.29%	19
2019 Q2	$2.4M	Sell	28,800 -680	-2%	-$54.5K	1.09%	27
2019 Q1	$2.33M	Sell	29,480 -477	-2%	-$35.4K	1.11%	28
2018 Q4	$2.08M	Sell	29,957 -2,102	-7%	-$148K	1.06%	27
2018 Q3	$2.14M	Sell	32,059 -450	-1%	-$30K	0.86%	39
2018 Q2	$2.1M	Sell	32,509 -340	-1%	-$21.1K	0.96%	35
2018 Q1	$2.06M	Buy	32,849 +144	+0.4%	+$8.94K	0.94%	32
2017 Q4	$2.17M	Sell	32,705 -660	-2%	-$44.3K	0.94%	34
2017 Q3	$2.1M	Buy	33,365 +143	+0.4%	+$9.12K	0.89%	38
2017 Q2	$2.04M	Sell	33,222 -602	-2%	-$37.2K	0.93%	35
2017 Q1	$2.05M	Buy	33,824 +24,439	+260%	+$1.44M	0.95%	37
2016 Q4	$550K	Sell	9,385 -24,162	-72%	-$1.39M	0.35%	84
2016 Q3	$2.01M	Sell	33,547 -501	-1%	-$31.3K	1.02%	32
2016 Q2	$2.22M	Buy	34,048 +108	+0.3%	+$6.5K	1.16%	24
2016 Q1	$2.04M	Buy	33,940 +741	+2%	+$41.5K	1.08%	28
2015 Q4	$1.7M	Buy	33,199 +160	+0.5%	+$8.17K	0.95%	35
2015 Q3	$1.73M	Buy	33,039 +241	+0.7%	+$11.7K	1.02%	27
2015 Q2	$1.48M	Buy	32,798 +6,172	+23%	+$296K	1.01%	32
2015 Q1	$1.32M	Buy	26,626 +500	+2%	+$26.1K	0.91%	36
2014 Q4	$1.38M	Buy	26,126 +400	+2%	+$19.6K	0.99%	32
2014 Q3	$1.11M	Sell	25,726 -260	-1%	-$11.5K	0.82%	43
2014 Q2	$1.22M	Buy	25,986 +9,325	+56%	+$433K	0.88%	37
2014 Q1	$776K	Buy	16,661 +2,100	+14%	+$90.5K	0.6%	58
2013 Q4	$602K	Buy	14,561 +1,150	+9%	+$47.7K	0.48%	77
2013 Q3	$542K	Buy	13,411 +250	+2%	+$10.4K	0.47%	84
2013 Q2	$539K	Buy	+13,161	New	+$558K	0.51%	83

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

Oarsman Capital's WEC Position: Q1 2026 in Review

Oarsman Capital reduced its WEC Energy (WEC) stake by 4.7% in Q1 2026, selling an estimated $23.6K and leaving 4,241 shares worth $491K. The position accounts for 0.06% of the portfolio, ranked #136.

Oarsman Capital first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.71M in Q3 2019. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Oarsman Capital held 4,241 shares of WEC Energy worth $491K as of Q1 2026.
Oarsman Capital sold 210 WEC Energy shares in Q1 2026, an estimated $23.6K.
WEC Energy made up 0.06% of Oarsman Capital's portfolio in Q1 2026, its #136 holding.
Oarsman Capital first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
Oarsman Capital's WEC Energy position peaked at $2.71M in Q3 2019.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Oarsman Capital's 13F filing for Q1 2026, filed 28 Apr 2026.