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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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. 1,412 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.
1,412 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.