HFR Wealth Management, LLC

Position in WEC — Wec Energy Group, Inc.

CIK 1877822 NISKAYUNA, NY

Position in WEC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$11,740,289

-$21,479 QoQ

Shares Held

100,542

-1.0% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

3.04%

of 13F equity value

Holder Rank

#186

of 1,383 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HFR Wealth Management, LLC holds $35,073,854 across 3 Utilities - Regulated Electric names. WEC ranks #2 (33.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	93,901	$11,885,988
2	WEC	Wec Energy Group, Inc. This page	100,542	$11,740,289
3	NEE	Nextera Energy Inc	130,427	$11,447,577

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,740,289	100,542	-1.0%	Shares	Sole	2026-08-07
2026-03-31	$11,761,768	101,596	-1.7%	Shares	Sole	2026-05-04
2025-12-31	$10,903,298	103,388	+0.7%	Shares	Sole	2026-02-11
2025-09-30	$11,763,351	102,656	+0.8%	Shares	Sole	2025-11-10
2025-06-30	$10,613,499	101,857	+1.2%	Shares	Sole	2025-08-12
2025-03-31	$10,967,420	100,637	+0.3%	Shares	Sole	2025-05-13
2024-12-31	$9,437,196	100,353	+0.4%	Shares	Sole	2025-02-06
2024-09-30	$9,612,421	99,942	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$7,697,945	98,113	+1.4%	Shares	Sole	2024-08-14
2024-03-31	$7,946,834	96,771	+2.6%	Shares	Sole	2024-05-13
2023-12-31	$7,937,399	94,302	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$7,476,489	92,818	-0.1%	Shares	Sole	2023-11-13
2023-06-30	$8,194,672	92,868	+0.0%	Shares	Sole	2023-08-07
2023-03-31	$8,798,597	92,822	+0.7%	Shares	Sole	2023-05-12
2022-12-31	$8,642,890	92,181	+0.2%	Shares	Sole	2023-02-13
2022-09-30	$8,228,275	92,008	-0.9%	Shares	Sole	2022-11-07
2022-06-30	$9,339,291	92,799	+0.8%	Shares	Sole	2022-08-11
2022-03-31	$9,192,001	92,095	+1.1%	Shares	Sole	2022-05-10
2021-12-31	$8,838,417	91,052	+2.8%	Shares	Sole	2022-02-07
2021-09-30	$7,810,286	88,552	+3.9%	Shares	Sole	2021-11-10
2021-06-30	$7,577,917	85,193	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.