Position in WEC
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$60,253
+$4,105 QoQ
Shares Held
516
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,160
of 1,386 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEC Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026HHM Wealth Advisors, LLC holds $4,065,350 across 12 Utilities - Regulated Electric names. WEC ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
20,111 | $1,924,823 | |
| 2 | NEE |
Nextera Energy Inc
|
9,447 | $829,163 | |
| 3 | DUK |
Duke Energy CORP
|
5,173 | $654,798 | |
| 4 | EVRG |
Evergy, Inc.
|
2,074 | $179,255 | |
| 5 | D |
Dominion Energy, Inc
|
2,503 | $170,929 | |
| 6 | ED |
Consolidated Edison Inc
|
1,073 | $118,705 | |
| 7 | AEE |
Ameren Corp
|
639 | $72,232 | |
| 8 | WEC |
Wec Energy Group, Inc.
This page
|
516 | $60,253 |
All Filings in WEC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,253 | 516 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $56,148 | 485 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $21,513 | 204 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $23,376 | 204 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $21,152 | 203 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $22,994 | 211 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $19,842 | 211 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $19,428 | 202 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,553 | 160 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $13,139 | 160 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,467 | 160 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||