Hartford Funds Management’s WEC Energy WEC Stock Holding History

Hartford Funds Management’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	$966K	Buy	8,346 +1,623	+24%	+$182K	0.08%	72
2025 Q4	$709K	Buy	6,723 +2,142	+47%	+$237K	0.06%	84
2025 Q3	$525K	Sell	4,581 -215	-4%	-$23.3K	0.05%	86
2025 Q2	$500K	Buy	4,796 +406	+9%	+$43.2K	0.04%	87
2025 Q1	$478K	Buy	4,390 +922	+27%	+$94.2K	0.04%	86
2024 Q4	$326K	Buy	3,468 +490	+16%	+$47.5K	0.03%	97
2024 Q3	$286K	Buy	+2,978	New	+$264K	0.03%	92

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

Hartford Funds Management's WEC Position: Q1 2026 in Review

Hartford Funds Management increased its WEC Energy (WEC) stake by 24% in Q1 2026, buying an estimated $182K and bringing the position to 8,346 shares worth $966K. The position accounts for 0.08% of the portfolio, ranked #72.

Hartford Funds Management first reported a position in WEC in Q3 2024 and has held it in 7 quarters since. 1,373 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Hartford Funds Management held 8,346 shares of WEC Energy worth $966K as of Q1 2026.
Hartford Funds Management bought 1,623 WEC Energy shares in Q1 2026, an estimated $182K.
WEC Energy made up 0.08% of Hartford Funds Management's portfolio in Q1 2026, its #72 holding.
Hartford Funds Management first reported a position in WEC Energy in Q3 2024 and has held it in 7 quarters since.
1,373 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Hartford Funds Management's 13F filing for Q1 2026, filed 4 May 2026.