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Action Point Financial Planning’s WEC Energy WEC Stock Holding History

Action Point Financial Planning’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
Q2 		$85.1K Buy
+733
New +$83.6K 0.01% 650

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Action Point Financial Planning's WEC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WEC Energy (WEC) in Q2 2026: 733 shares worth $85.1K. The stake represents 0.01% of the portfolio and ranks #650 among its holdings.

1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Action Point Financial Planning held 733 shares of WEC Energy worth $85.1K as of Q2 2026.
  • WEC Energy was a new Action Point Financial Planning position in Q2 2026.
  • WEC Energy made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #650 holding.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.