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Hemington Wealth Management’s WEC Energy WEC Stock Holding History

Hemington 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
2025
Q3 		$26K Buy
229
+5
+2% +$542 ﹤0.01% 554
2025
Q2 		$23K Buy
224
+24
+12% +$2.55K ﹤0.01% 579
2025
Q1 		$21K Buy
200
+26
+15% +$2.65K ﹤0.01% 570
2024
Q4 		$16K Buy
174
+31
+22% +$3.01K ﹤0.01% 622
2024
Q3 		$13K Buy
+143
New +$12.7K ﹤0.01% 640

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hemington Wealth Management's WEC Position: Q3 2025 in Review

Hemington Wealth Management increased its WEC Energy (WEC) stake by 2.2% in Q3 2025, buying an estimated $542 and bringing the position to 229 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Hemington Wealth Management first reported a position in WEC in Q3 2024 and has held it in 5 quarters since. 1,296 funds tracked by Wall St. Rank hold WEC as of Q3 2025.

  • Hemington Wealth Management held 229 shares of WEC Energy worth $26K as of Q3 2025.
  • Hemington Wealth Management bought 5 WEC Energy shares in Q3 2025, an estimated $542.
  • WEC Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #554 holding.
  • Hemington Wealth Management first reported a position in WEC Energy in Q3 2024 and has held it in 5 quarters since.
  • 1,296 funds tracked by Wall St. Rank held WEC Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.