HFS
WEC icon

Hughes Financial Services’s WEC Energy WEC Stock Holding History

Hughes Financial Services’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 		$30.6K Buy
262
+15
+6% +$1.71K ﹤0.01% 225
2026
Q1 		$28.6K Buy
247
+9
+4% +$1.01K ﹤0.01% 211
2025
Q4 		$25.1K Sell
238
-4
-2% -$443 ﹤0.01% 213
2025
Q3 		$27.2K Hold
242
– – ﹤0.01% 201
2025
Q2 		$26.6K Sell
242
-15
-6% -$1.6K ﹤0.01% 201
2025
Q1 		$28K Buy
+257
New +$26.2K 0.01% 196

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
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
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Hughes Financial Services's WEC Position: Q2 2026 in Review

Hughes Financial Services increased its WEC Energy (WEC) stake by 6.1% in Q2 2026, buying an estimated $1.71K and bringing the position to 262 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Hughes Financial Services first reported a position in WEC in Q1 2025 and has held it in 6 quarters since. 357 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hughes Financial Services held 262 shares of WEC Energy worth $30.6K as of Q2 2026.
  • Hughes Financial Services bought 15 WEC Energy shares in Q2 2026, an estimated $1.71K.
  • WEC Energy made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #225 holding.
  • Hughes Financial Services first reported a position in WEC Energy in Q1 2025 and has held it in 6 quarters since.
  • 357 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.