Asset Planning Inc
WEC icon

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
Q3 		$56.2K Hold
558
– – 0.04% 147
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

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
Verity & Verity
Verity & Verity Beaufort, South Carolina $1.5B AUM 28.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Asset Planning Inc's WEC Position: Q3 2026 in Review

Asset Planning Inc held its WEC Energy (WEC) position steady in Q3 2026 at 558 shares worth $56.2K. The position accounts for 0.04% of the portfolio, ranked #147.

Asset Planning Inc first reported a position in WEC in Q4 2024 and has held it in 8 quarters since. The position peaked at $65.2K in Q2 2026. 350 funds tracked by Wall St. Rank hold WEC as of Q3 2026.

  • Asset Planning Inc held 558 shares of WEC Energy worth $56.2K as of Q3 2026.
  • Asset Planning Inc left its WEC Energy share count unchanged in Q3 2026.
  • WEC Energy made up 0.04% of Asset Planning Inc's portfolio in Q3 2026, its #147 holding.
  • Asset Planning Inc first reported a position in WEC Energy in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's WEC Energy position peaked at $65.2K in Q2 2026.
  • 350 funds tracked by Wall St. Rank held WEC Energy as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.