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Asset Planning Inc’s WEC Energy WEC Stock Holding History

Asset Planning Inc’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 		$65.2K Hold
558
– – 0.04% 144
2026
Q1 		$64.6K Hold
558
– – 0.05% 138
2025
Q4 		$58.8K Hold
558
– – 0.04% 133
2025
Q3 		$63.9K Hold
558
– – 0.05% 132
2025
Q2 		$58.1K Hold
558
– – 0.04% 134
2025
Q1 		$60.8K Hold
558
– – 0.05% 131
2024
Q4 		$52.5K Buy
+558
New +$54.1K 0.04% 143

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

Asset Planning Inc's WEC Position: Q2 2026 in Review

Asset Planning Inc held its WEC Energy (WEC) position steady in Q2 2026 at 558 shares worth $65.2K. The position accounts for 0.04% of the portfolio, ranked #144.

Asset Planning Inc first reported a position in WEC in Q4 2024 and has held it in 7 quarters since. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Asset Planning Inc held 558 shares of WEC Energy worth $65.2K as of Q2 2026.
  • Asset Planning Inc left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #144 holding.
  • Asset Planning Inc first reported a position in WEC Energy in Q4 2024 and has held it in 7 quarters since.
  • 1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.