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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Asset Planning Inc's WEC Position: Q1 2026 in Review

Asset Planning Inc held its WEC Energy (WEC) position steady in Q1 2026 at 558 shares worth $64.6K. The position accounts for 0.05% of the portfolio, ranked #138.

Asset Planning Inc first reported a position in WEC in Q4 2024 and has held it in 6 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Asset Planning Inc held 558 shares of WEC Energy worth $64.6K as of Q1 2026.
  • Asset Planning Inc left its WEC Energy share count unchanged in Q1 2026.
  • WEC Energy made up 0.05% of Asset Planning Inc's portfolio in Q1 2026, its #138 holding.
  • Asset Planning Inc first reported a position in WEC Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.