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HHM Wealth Advisors’s WEC Energy WEC Stock Holding History

HHM Wealth 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 		$60.2K Buy
516
+31
+6% +$3.54K 0.01% 361
2026
Q1 		$56.2K Buy
485
+281
+138% +$31.6K 0.01% 354
2025
Q4 		$21.5K Hold
204
– – ﹤0.01% 490
2025
Q3 		$23.3K Buy
204
+1
+0.5% +$108 ﹤0.01% 487
2025
Q2 		$21.2K Sell
203
-8
-4% -$851 ﹤0.01% 498
2025
Q1 		$23K Hold
211
– – ﹤0.01% 482
2024
Q4 		$19.8K Buy
211
+9
+4% +$873 ﹤0.01% 498
2024
Q3 		$19.4K Buy
202
+42
+26% +$3.72K ﹤0.01% 471
2024
Q2 		$12.6K Hold
160
– – ﹤0.01% 520
2024
Q1 		$13.1K Hold
160
– – ﹤0.01% 483
2023
Q4 		$13.5K Buy
+160
New +$13.2K ﹤0.01% 468

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

HHM Wealth Advisors's WEC Position: Q2 2026 in Review

HHM Wealth Advisors increased its WEC Energy (WEC) stake by 6.4% in Q2 2026, buying an estimated $3.54K and bringing the position to 516 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #361.

HHM Wealth Advisors first reported a position in WEC in Q4 2023 and has held it in 11 quarters since. 437 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • HHM Wealth Advisors held 516 shares of WEC Energy worth $60.2K as of Q2 2026.
  • HHM Wealth Advisors bought 31 WEC Energy shares in Q2 2026, an estimated $3.54K.
  • WEC Energy made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #361 holding.
  • HHM Wealth Advisors first reported a position in WEC Energy in Q4 2023 and has held it in 11 quarters since.
  • 437 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.