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HFR Wealth Management’s WEC Energy WEC Stock Holding History

HFR 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 		$11.7M Sell
100,542
-1,054
-1% -$120K 2.87% 18
2026
Q1 		$11.8M Sell
101,596
-1,792
-2% -$201K 2.89% 19
2025
Q4 		$10.9M Buy
103,388
+732
+0.7% +$81K 2.57% 22
2025
Q3 		$11.8M Buy
102,656
+799
+0.8% +$86.6K 2.7% 19
2025
Q2 		$10.6M Buy
101,857
+1,220
+1% +$130K 2.56% 21
2025
Q1 		$11M Buy
100,637
+284
+0.3% +$29K 2.67% 20
2024
Q4 		$9.44M Buy
100,353
+411
+0.4% +$39.8K 2.33% 24
2024
Q3 		$9.61M Buy
99,942
+1,829
+2% +$162K 2.33% 27
2024
Q2 		$7.7M Buy
98,113
+1,342
+1% +$109K 1.96% 29
2024
Q1 		$7.95M Buy
96,771
+2,469
+3% +$199K 2.01% 32
2023
Q4 		$7.94M Buy
94,302
+1,484
+2% +$122K 2.15% 31
2023
Q3 		$7.48M Sell
92,818
-50
-0.1% -$4.34K 2.19% 32
2023
Q2 		$8.2M Buy
92,868
+46
+0% +$4.25K 2.28% 30
2023
Q1 		$8.8M Buy
92,822
+641
+0.7% +$59.3K 2.5% 23
2022
Q4 		$8.64M Buy
92,181
+173
+0.2% +$16K 2.51% 25
2022
Q3 		$8.23M Sell
92,008
-791
-0.9% -$80.8K 2.68% 20
2022
Q2 		$9.34M Buy
92,799
+704
+0.8% +$71.4K 2.82% 12
2022
Q1 		$9.19M Buy
92,095
+1,043
+1% +$98.5K 2.43% 24
2021
Q4 		$8.84M Buy
91,052
+2,500
+3% +$229K 2.22% 27
2021
Q3 		$7.81M Buy
88,552
+3,359
+4% +$315K 2.27% 27
2021
Q2 		$7.58M Buy
+85,193
New +$8.02M 2.28% 29

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

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

HFR Wealth Management reduced its WEC Energy (WEC) stake by 1% in Q2 2026, selling an estimated $120K and leaving 100,542 shares worth $11.7M. The position accounts for 2.87% of the portfolio, ranked #18.

HFR Wealth Management first reported a position in WEC in Q2 2021 and has held it in 21 quarters since. The position peaked at $11.8M in Q3 2025. 1,398 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • HFR Wealth Management held 100,542 shares of WEC Energy worth $11.7M as of Q2 2026.
  • HFR Wealth Management sold 1,054 WEC Energy shares in Q2 2026, an estimated $120K.
  • WEC Energy made up 2.87% of HFR Wealth Management's portfolio in Q2 2026, its #18 holding.
  • HFR Wealth Management first reported a position in WEC Energy in Q2 2021 and has held it in 21 quarters since.
  • HFR Wealth Management's WEC Energy position peaked at $11.8M in Q3 2025.
  • 1,398 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on HFR Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.