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Hummer Financial Advisory Services’s WEC Energy WEC Stock Holding History

Hummer Financial Advisory 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 		$1.36M Hold
11,622
– – 0.89% 25
2026
Q1 		$1.35M Hold
11,622
– – 0.95% 22
2025
Q4 		$1.23M Hold
11,622
– – 0.87% 25
2025
Q3 		$1.33M Hold
11,622
– – 0.97% 20
2025
Q2 		$1.21M Hold
11,622
– – 0.91% 21
2025
Q1 		$1.27M Buy
11,622
+521
+5% +$53.2K 1.03% 19
2024
Q4 		$1.04M Sell
11,101
-521
-4% -$50.5K 0.83% 22
2024
Q3 		$1.12M Hold
11,622
– – 0.88% 24
2024
Q2 		$912K Hold
11,622
– – 0.79% 26
2024
Q1 		$954K Hold
11,622
– – 0.79% 25
2023
Q4 		$978K Hold
11,622
– – 0.89% 23
2023
Q3 		$936K Hold
11,622
– – 0.95% 21
2023
Q2 		$1.03M Hold
11,622
– – 1% 20
2023
Q1 		$1.1M Buy
11,622
+180
+2% +$16.7K 1.17% 19
2022
Q4 		$1.07M Sell
11,442
-221
-2% -$20.4K 1.18% 19
2022
Q3 		$1.04M Hold
11,663
– – 1.23% 19
2022
Q2 		$1.17M Sell
11,663
-400
-3% -$40.6K 1.33% 13
2022
Q1 		$1.2M Buy
12,063
+220
+2% +$20.8K 1.09% 18
2021
Q4 		$1.15M Sell
11,843
-758
-6% -$69.3K 0.97% 23
2021
Q3 		$1.11M Hold
12,601
– – 1.03% 20
2021
Q2 		$1.12M Hold
12,601
– – 1.04% 18
2021
Q1 		$1.18M Hold
12,601
– – 1.15% 17
2020
Q4 		$1.16M Hold
12,601
– – 1.22% 14
2020
Q3 		$1.22M Hold
12,601
– – 1.44% 12
2020
Q2 		$1.1M Hold
12,601
– – 1.41% 13
2020
Q1 		$1.11M Sell
12,601
-30
-0.2% -$2.88K 1.68% 10
2019
Q4 		$1.17M Buy
+12,631
New +$1.15M 1.26% 16

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Hummer Financial Advisory Services's WEC Position: Q2 2026 in Review

Hummer Financial Advisory Services held its WEC Energy (WEC) position steady in Q2 2026 at 11,622 shares worth $1.36M. The position accounts for 0.89% of the portfolio, ranked #25.

Hummer Financial Advisory Services first reported a position in WEC in Q4 2019 and has held it in 27 quarters since. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Hummer Financial Advisory Services held 11,622 shares of WEC Energy worth $1.36M as of Q2 2026.
  • Hummer Financial Advisory Services left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.89% of Hummer Financial Advisory Services's portfolio in Q2 2026, its #25 holding.
  • Hummer Financial Advisory Services first reported a position in WEC Energy in Q4 2019 and has held it in 27 quarters since.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Hummer Financial Advisory Services's 13F filing for Q2 2026, filed 7 Jul 2026.