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Superior Planning, LLC’s WEC Energy WEC Stock Holding History

Superior Planning, LLC’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
Q3 		$40.5K Buy
+402
New +$43.8K 0.02% 437

Other funds holding WEC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Superior Planning, LLC's WEC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WEC Energy (WEC) in Q3 2026: 402 shares worth $40.5K. The stake represents 0.02% of the portfolio and ranks #437 among its holdings.

987 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Superior Planning, LLC held 402 shares of WEC Energy worth $40.5K as of Q3 2026.
  • WEC Energy was a new Superior Planning, LLC position in Q3 2026.
  • WEC Energy made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #437 holding.
  • 987 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.