Hummer Financial Advisory Services Inc
Position in WEC — Wec Energy Group, Inc.
CIK 1802279
Chicago, IL
Position in WEC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,357,100
+$11,622 QoQ
Shares Held
11,622
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#510
of 1,386 holders
Holding Since
Mar 2020
26 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, 2026Hummer Financial Advisory Services Inc holds $4,256,519 across 7 Utilities - Regulated Electric names. WEC ranks #1 (31.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
This page
|
11,622 | $1,357,100 | |
| 2 | DTE |
Dte Energy Co
|
4,413 | $672,408 | |
| 3 | DUK |
Duke Energy CORP
|
4,474 | $566,318 | |
| 4 | NEE |
Nextera Energy Inc
|
5,205 | $456,842 | |
| 5 | SO |
Southern Co
|
4,550 | $435,480 | |
| 6 | D |
Dominion Energy, Inc
|
6,001 | $409,808 | |
| 7 | LNT |
Alliant Energy Corp
|
4,700 | $358,563 |
All Filings in WEC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,357,100 | 11,622 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $1,345,478 | 11,622 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,225,656 | 11,622 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,331,764 | 11,622 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,211,012 | 11,622 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,266,565 | 11,622 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,043,938 | 11,101 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,117,803 | 11,622 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $911,862 | 11,622 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $954,398 | 11,622 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $978,223 | 11,622 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $936,152 | 11,622 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,025,525 | 11,622 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,101,649 | 11,622 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,072,801 | 11,442 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,043,022 | 11,663 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,173,764 | 11,663 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,204,008 | 12,063 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $1,149,600 | 11,843 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,111,408 | 12,601 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,120,858 | 12,601 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,179,327 | 12,601 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,159,670 | 12,601 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,221,036 | 12,601 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,104,477 | 12,601 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $1,110,526 | 12,601 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||