HIA
WEC icon

HFM Investment Advisors’s WEC Energy WEC Stock Holding History

HFM Investment Advisors’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 		$1.75K Buy
15
+8
+114% +$913 ﹤0.01% 512
2026
Q1 		$810 Hold
7
– – ﹤0.01% 489
2025
Q4 		$739 Hold
7
– – ﹤0.01% 563
2025
Q3 		$802 Hold
7
– – ﹤0.01% 465
2025
Q2 		$729 Buy
7
+4
+133% +$426 ﹤0.01% 499
2025
Q1 		$327 Buy
+3
New +$306 ﹤0.01% 437

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's WEC Position: Q2 2026 in Review

HFM Investment Advisors increased its WEC Energy (WEC) stake by 114% in Q2 2026, buying an estimated $913 and bringing the position to 15 shares worth $1.75K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

HFM Investment Advisors first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 1,412 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • HFM Investment Advisors held 15 shares of WEC Energy worth $1.75K as of Q2 2026.
  • HFM Investment Advisors bought 8 WEC Energy shares in Q2 2026, an estimated $913.
  • WEC Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #512 holding.
  • HFM Investment Advisors first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 1,412 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.