Hazlett, Burt & Watson’s WEC Energy WEC Stock Holding History

Hazlett, Burt & Watson’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	$11K	Hold	96	–	–	﹤0.01%	682
2026 Q1	$11K	Hold	96	–	–	﹤0.01%	688
2025 Q4	$10K	Hold	96	–	–	﹤0.01%	712
2025 Q3	$11K	Hold	96	–	–	﹤0.01%	654
2025 Q2	$10K	Sell	96 -85	-47%	-$9.04K	﹤0.01%	596
2025 Q1	$19K	Sell	181 -199	-52%	-$20.3K	0.01%	503
2024 Q4	$36K	Buy	380 +1	+0.3%	+$97	0.02%	395
2024 Q3	$37K	Buy	379 +97	+34%	+$8.6K	0.02%	387
2024 Q2	$23K	Buy	282 +1	+0.4%	+$81	0.01%	434
2024 Q1	$23K	Buy	281 +49	+21%	+$3.94K	0.01%	416
2023 Q4	$20K	Hold	232	–	–	0.01%	421
2023 Q3	$19K	Buy	232 +1	+0.4%	+$87	0.01%	424
2023 Q2	$20K	Buy	+231	New	+$21.3K	0.01%	413

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hazlett, Burt & Watson's WEC Position: Q2 2026 in Review

Hazlett, Burt & Watson held its WEC Energy (WEC) position steady in Q2 2026 at 96 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Hazlett, Burt & Watson first reported a position in WEC in Q2 2023 and has held it in 13 quarters since. The position peaked at $37K in Q3 2024. 1,407 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Hazlett, Burt & Watson held 96 shares of WEC Energy worth $11K as of Q2 2026.
Hazlett, Burt & Watson left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #682 holding.
Hazlett, Burt & Watson first reported a position in WEC Energy in Q2 2023 and has held it in 13 quarters since.
Hazlett, Burt & Watson's WEC Energy position peaked at $37K in Q3 2024.
1,407 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.