Hazlett, Burt & Watson
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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
Q3 		$10K Hold
96
– – ﹤0.01% 705
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Hazlett, Burt & Watson's WEC Position: Q3 2026 in Review

Hazlett, Burt & Watson held its WEC Energy (WEC) position steady in Q3 2026 at 96 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Hazlett, Burt & Watson first reported a position in WEC in Q2 2023 and has held it in 14 quarters since. The position peaked at $37K in Q3 2024. 729 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Hazlett, Burt & Watson held 96 shares of WEC Energy worth $10K as of Q3 2026.
  • Hazlett, Burt & Watson left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #705 holding.
  • Hazlett, Burt & Watson first reported a position in WEC Energy in Q2 2023 and has held it in 14 quarters since.
  • Hazlett, Burt & Watson's WEC Energy position peaked at $37K in Q3 2024.
  • 729 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.