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 Q3	–	Sell	-1	Closed	-$173	–	698
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%	+$2.14K	﹤0.01%	333
2024 Q4	$1.5K	Buy	+16	New	+$1.55K	﹤0.01%	283

Other funds holding WEC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Halbert Hargrove Global Advisors's WEC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of WEC Energy (WEC) in Q3 2026, closing a stake of 1 share — an estimated $173 sold.

Halbert Hargrove Global Advisors first reported a position in WEC in Q4 2024 and held it in 5 quarters. The position peaked at $12.9K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining WEC Energy position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 1 WEC Energy share in Q3 2026, an estimated $173.
Halbert Hargrove Global Advisors first reported a position in WEC Energy in Q4 2024 and held it in 5 quarters.
Halbert Hargrove Global Advisors's WEC Energy position peaked at $12.9K in Q3 2025.
1,162 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.