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DHJJ Financial Advisors’s WEC Energy WEC Stock Holding History

DHJJ Financial 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 		$13K Hold
112
– – ﹤0.01% 586
2025
Q4 		$11.8K Hold
112
– – ﹤0.01% 561
2025
Q3 		$12.8K Hold
112
– – ﹤0.01% 535
2025
Q2 		$11.7K Hold
112
– – ﹤0.01% 531
2025
Q1 		$12.2K Hold
112
– – ﹤0.01% 481
2024
Q4 		$10.5K Hold
112
– – ﹤0.01% 495
2024
Q3 		$10.8K Hold
112
– – ﹤0.01% 490
2024
Q2 		$8.79K Hold
112
– – ﹤0.01% 470
2024
Q1 		$9.2K Hold
112
– – ﹤0.01% 458
2023
Q4 		$9.43K Hold
112
– – ﹤0.01% 449
2023
Q3 		$9.02K Buy
+112
New +$9.73K ﹤0.01% 445

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DHJJ Financial Advisors's WEC Position: Q1 2026 in Review

DHJJ Financial Advisors held its WEC Energy (WEC) position steady in Q1 2026 at 112 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

DHJJ Financial Advisors first reported a position in WEC in Q3 2023 and has held it in 11 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • DHJJ Financial Advisors held 112 shares of WEC Energy worth $13K as of Q1 2026.
  • DHJJ Financial Advisors left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q1 2026, its #586 holding.
  • DHJJ Financial Advisors first reported a position in WEC Energy in Q3 2023 and has held it in 11 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.