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Halbert Hargrove Global Advisors’s WEC Energy WEC Stock Holding History

Halbert Hargrove Global 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
Q2 		$173 Buy
+1
New +$114 ﹤0.01% 672
2025
Q4 		– Sell
-113
Closed -$12.9K – 746
2025
Q3 		$12.9K Buy
113
+97
+606% +$10.5K ﹤0.01% 295
2025
Q2 		$1.67K Sell
16
-21
-57% -$2.23K ﹤0.01% 292
2025
Q1 		$4.03K Buy
37
+21
+131% +$2.15K ﹤0.01% 333
2024
Q4 		$1.5K Buy
+16
New +$1.55K ﹤0.01% 283

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Halbert Hargrove Global Advisors's WEC Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in WEC Energy (WEC) in Q2 2026: 1 share worth $173. The stake represents ﹤0.01% of the portfolio and ranks #672 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in WEC as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in WEC in Q4 2024 and has held it in 5 quarters since. The position peaked at $12.9K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1 share of WEC Energy worth $173 as of Q2 2026.
  • WEC Energy was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #672 holding.
  • Halbert Hargrove Global Advisors first reported a position in WEC Energy in Q4 2024 and has held it in 5 quarters since.
  • Halbert Hargrove Global Advisors's WEC Energy position peaked at $12.9K in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.