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Center for Financial Planning’s WEC Energy WEC Stock Holding History

Center for 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 		$38.9K Hold
333
– – ﹤0.01% 358
2026
Q1 		$38.6K Hold
333
– – ﹤0.01% 338
2025
Q4 		$35.1K Hold
333
– – ﹤0.01% 343
2025
Q3 		$38.2K Hold
333
– – ﹤0.01% 338
2025
Q2 		$34.7K Hold
333
– – ﹤0.01% 332
2025
Q1 		$36.3K Hold
333
– – ﹤0.01% 319
2024
Q4 		$31.3K Hold
333
– – ﹤0.01% 309
2024
Q3 		$32K Hold
333
– – ﹤0.01% 295
2024
Q2 		$26.1K Hold
333
– – ﹤0.01% 301
2024
Q1 		$27.3K Hold
333
– – ﹤0.01% 298
2023
Q4 		$28K Hold
333
– – 0.01% 280
2023
Q3 		$26.8K Sell
333
-38
-10% -$3.3K 0.01% 277
2023
Q2 		$32.7K Buy
+371
New +$34.3K 0.01% 275
2020
Q2 		– Sell
-168
Closed -$15K – 583
2020
Q1 		$15K Buy
+168
New +$16.2K 0.01% 284

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

Center for Financial Planning's WEC Position: Q2 2026 in Review

Center for Financial Planning held its WEC Energy (WEC) position steady in Q2 2026 at 333 shares worth $38.9K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Center for Financial Planning first reported a position in WEC in Q1 2020 and has held it in 14 quarters since. 394 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Center for Financial Planning held 333 shares of WEC Energy worth $38.9K as of Q2 2026.
  • Center for Financial Planning left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #358 holding.
  • Center for Financial Planning first reported a position in WEC Energy in Q1 2020 and has held it in 14 quarters since.
  • 394 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.