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Cornerstone Planning Group’s WEC Energy WEC Stock Holding History

Cornerstone Planning Group’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 		$63K Sell
555
-42
-7% -$4.79K 0.01% 347
2026
Q1 		$68.7K Buy
597
+322
+117% +$36.2K 0.01% 324
2025
Q4 		$30.3K Buy
275
+264
+2,400% +$29.2K ﹤0.01% 470
2025
Q3 		$13.2K Sell
11
-124
-92% -$13.4K ﹤0.01% 698
2025
Q2 		$14.8K Sell
135
-54
-29% -$5.75K ﹤0.01% 476
2025
Q1 		$20.6K Buy
189
+58
+44% +$5.92K ﹤0.01% 405
2024
Q4 		$13.2K Buy
131
+4
+3% +$388 ﹤0.01% 373
2024
Q3 		$12.1K Sell
127
-23
-15% -$2.04K ﹤0.01% 382
2024
Q2 		$13.2K Sell
150
-47
-24% -$3.82K ﹤0.01% 381
2024
Q1 		$16.4K Buy
197
+28
+17% +$2.25K 0.01% 321
2023
Q4 		$14.2K Sell
169
-8
-5% -$659 ﹤0.01% 369
2023
Q3 		$14.3K Sell
177
-13
-7% -$1.13K 0.01% 353
2023
Q2 		$16.8K Buy
+190
New +$17.6K 0.01% 470
2022
Q4 		$44K Buy
+479
New +$44.3K 0.02% 291

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Cornerstone Planning Group's WEC Position: Q2 2026 in Review

Cornerstone Planning Group reduced its WEC Energy (WEC) stake by 7% in Q2 2026, selling an estimated $4.79K and leaving 555 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #347.

Cornerstone Planning Group first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $68.7K in Q1 2026. 886 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Cornerstone Planning Group held 555 shares of WEC Energy worth $63K as of Q2 2026.
  • Cornerstone Planning Group sold 42 WEC Energy shares in Q2 2026, an estimated $4.79K.
  • WEC Energy made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #347 holding.
  • Cornerstone Planning Group first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's WEC Energy position peaked at $68.7K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.