Hfr Wealth Management, LLC / WEC
Hfr Wealth Management, LLC’s Wec Energy Group Inc Position
Does Hfr Wealth Management, LLC own Wec Energy Group Inc (WEC)? Yes — 101.6K shares worth $12M (+2.89% of its 13F portfolio) as of Q1 2026, down from 103.4K shares the prior filed quarter.
Position Value
$12M
Q1 2026
Shares
101.6K
% of Portfolio
+2.89%
Quarters Held
20
currently held
Position History WEC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 101.6K | $12M | +2.89% |
| Q4 2025 | 103.4K | $11M | +2.57% |
| Q3 2025 | 102.7K | $12M | +2.70% |
| Q2 2025 | 101.9K | $11M | +2.56% |
| Q1 2025 | 100.6K | $11M | +2.67% |
| Q4 2024 | 100.4K | $9M | +2.33% |
| Q3 2024 | 99.9K | $10M | +2.33% |
| Q2 2024 | 98.1K | $8M | +1.96% |
| Q1 2024 | 96.8K | $8M | +2.01% |
| Q4 2023 | 94.3K | $7,937 | +2.15% |
| Q3 2023 | 92.8K | $7,476 | +2.19% |
| Q2 2023 | 92.9K | $8,195 | +2.28% |
| Q1 2023 | 92.8K | $8,799 | +2.50% |
| Q4 2022 | 92.2K | $8,643 | +2.51% |
| Q3 2022 | 92.0K | $8M | +2.68% |
| Q2 2022 | 92.8K | $9M | +2.82% |
| Q1 2022 | 92.1K | $9M | +2.43% |
| Q4 2021 | 91.1K | $9M | +2.22% |
| Q3 2021 | 88.6K | $8M | +2.27% |
| Q2 2021 | 85.2K | $8M | +2.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hfr Wealth Management, LLC’s full portfolio or all institutional holders of WEC.