Pekin Hardy Strauss’s WEC Energy WEC Stock Holding History

Pekin Hardy Strauss’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	$313K	Buy	+2,701	New	+$303K	0.03%	365
2025 Q4	–	Sell	-1,801	Closed	-$206K	–	482
2025 Q3	$206K	Buy	+1,801	New	+$195K	0.02%	376
2023 Q2	–	Sell	-2,169	Closed	-$206K	–	332
2023 Q1	$206K	Hold	2,169	–	–	0.03%	274
2022 Q4	$203K	Buy	+2,169	New	+$200K	0.03%	280
2022 Q3	–	Sell	-2,169	Closed	-$218K	–	337
2022 Q2	$218K	Sell	2,169 -10	-0.5%	-$1.01K	0.03%	276
2022 Q1	$217K	Hold	2,179	–	–	0.03%	303
2021 Q4	$212K	Buy	+2,179	New	+$199K	0.03%	308
2021 Q2	–	Sell	-2,198	Closed	-$206K	–	338
2021 Q1	$206K	Hold	2,198	–	–	0.03%	278
2020 Q4	$202K	Buy	+2,198	New	+$214K	0.04%	262
2018 Q1	–	Sell	-3,260	Closed	-$217K	–	196
2017 Q4	$217K	Hold	3,260	–	–	0.04%	172
2017 Q3	$205K	Hold	3,260	–	–	0.04%	174
2017 Q2	$200K	Sell	3,260 -165	-5%	-$10.2K	0.03%	172
2017 Q1	$208K	Hold	3,425	–	–	0.04%	164
2016 Q4	$201K	Buy	+3,425	New	+$196K	0.02%	158

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

Pekin Hardy Strauss's WEC Position: Q1 2026 in Review

Pekin Hardy Strauss opened a new position in WEC Energy (WEC) in Q1 2026: 2,701 shares worth $313K. The stake represents 0.03% of the portfolio and ranks #365 among its holdings. This is a return to the name: Pekin Hardy Strauss previously reported a position in WEC as recently as Q3 2025.

Pekin Hardy Strauss first reported a position in WEC in Q4 2016 and has held it in 14 quarters since. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Pekin Hardy Strauss held 2,701 shares of WEC Energy worth $313K as of Q1 2026.
WEC Energy was a new Pekin Hardy Strauss position in Q1 2026.
WEC Energy made up 0.03% of Pekin Hardy Strauss's portfolio in Q1 2026, its #365 holding.
Pekin Hardy Strauss first reported a position in WEC Energy in Q4 2016 and has held it in 14 quarters since.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.