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HB Wealth Management’s WEC Energy WEC Stock Holding History

HB Wealth 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
Q2 		$1.78M Buy
15,275
+1,039
+7% +$119K 0.01% 515
2026
Q1 		$1.65M Buy
14,236
+1,660
+13% +$187K 0.01% 484
2025
Q4 		$1.33M Sell
12,576
-1,276
-9% -$141K 0.01% 534
2025
Q3 		$1.59M Buy
13,852
+5,004
+57% +$542K 0.01% 478
2025
Q2 		$922K Sell
8,848
-120
-1% -$12.8K 0.01% 553
2025
Q1 		$977K Buy
8,968
+1,456
+19% +$149K 0.01% 547
2024
Q4 		$706K Buy
7,512
+3,423
+84% +$332K 0.01% 511
2024
Q3 		$393K Buy
4,089
+35
+0.9% +$3.1K ﹤0.01% 666
2024
Q2 		$318K Buy
4,054
+1,214
+43% +$98.6K ﹤0.01% 694
2024
Q1 		$233K Sell
2,840
-3,008
-51% -$242K ﹤0.01% 748
2023
Q4 		$492K Sell
5,848
-3,817
-39% -$314K 0.01% 472
2023
Q3 		$779K Buy
9,665
+3,485
+56% +$303K 0.01% 339
2023
Q2 		$545K Buy
6,180
+401
+7% +$37K 0.01% 395
2023
Q1 		$548K Buy
5,779
+2,219
+62% +$205K 0.01% 395
2022
Q4 		$334K Buy
3,560
+585
+20% +$54.1K 0.01% 489
2022
Q3 		$266K Sell
2,975
-2,620
-47% -$268K 0.01% 468
2022
Q2 		$563K Buy
5,595
+3,460
+162% +$351K 0.01% 324
2022
Q1 		$213K Buy
+2,135
New +$202K ﹤0.01% 550

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

HB Wealth Management's WEC Position: Q2 2026 in Review

HB Wealth Management increased its WEC Energy (WEC) stake by 7.3% in Q2 2026, buying an estimated $119K and bringing the position to 15,275 shares worth $1.78M. The position accounts for 0.01% of the portfolio, ranked #515.

HB Wealth Management first reported a position in WEC in Q1 2022 and has held it in 18 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • HB Wealth Management held 15,275 shares of WEC Energy worth $1.78M as of Q2 2026.
  • HB Wealth Management bought 1,039 WEC Energy shares in Q2 2026, an estimated $119K.
  • WEC Energy made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #515 holding.
  • HB Wealth Management first reported a position in WEC Energy in Q1 2022 and has held it in 18 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.