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Hoey Investments’s WEC Energy WEC Stock Holding History

Hoey Investments’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 		$49.4K Hold
423
– – 0.01% 155
2026
Q1 		$49K Hold
423
– – 0.01% 154
2025
Q4 		$44.6K Hold
423
– – 0.01% 162
2025
Q3 		$48.5K Hold
423
– – 0.01% 165
2025
Q2 		$44.1K Buy
+423
New +$45K 0.01% 159
2025
Q1 		– Sell
-450
Closed -$42.3K – 404
2024
Q4 		$42.3K Buy
+450
New +$43.6K 0.01% 142

Other funds holding WEC

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Hoey Investments's WEC Position: Q2 2026 in Review

Hoey Investments held its WEC Energy (WEC) position steady in Q2 2026 at 423 shares worth $49.4K. The position accounts for 0.01% of the portfolio, ranked #155.

Hoey Investments first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 848 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hoey Investments held 423 shares of WEC Energy worth $49.4K as of Q2 2026.
  • Hoey Investments left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.01% of Hoey Investments's portfolio in Q2 2026, its #155 holding.
  • Hoey Investments first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 848 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.