Creative Planning’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.7M | Buy |
178,508
+32,970
| +23% | +$3.7M | 0.01% | 429 |
|
|
2025
Q4 | $15.3M | Buy |
145,538
+21,070
| +17% | +$2.33M | 0.01% | 469 |
|
|
2025
Q3 | $14.3M | Sell |
124,468
-3,790
| -3% | -$411K | 0.01% | 454 |
|
|
2025
Q2 | $13.4M | Sell |
128,258
-24,936
| -16% | -$2.65M | 0.01% | 436 |
|
|
2025
Q1 | $16.7M | Buy |
153,194
+87,571
| +133% | +$8.94M | 0.02% | 362 |
|
|
2024
Q4 | $6.17M | Buy |
65,623
+8,095
| +14% | +$785K | 0.01% | 593 |
|
|
2024
Q3 | $5.53M | Buy |
57,528
+2,532
| +5% | +$224K | 0.01% | 607 |
|
|
2024
Q2 | $4.31M | Sell |
54,996
-539
| -1% | -$43.8K | ﹤0.01% | 679 |
|
|
2024
Q1 | $4.56M | Buy |
55,535
+3,176
| +6% | +$255K | 0.01% | 636 |
|
|
2023
Q4 | $4.41M | Sell |
52,359
-3,364
| -6% | -$277K | 0.01% | 599 |
|
|
2023
Q3 | $4.49M | Buy |
55,723
+89
| +0.2% | +$7.73K | 0.01% | 566 |
|
|
2023
Q2 | $4.91M | Buy |
55,634
+5,433
| +11% | +$502K | 0.01% | 528 |
|
|
2023
Q1 | $4.76M | Sell |
50,201
-4,361
| -8% | -$404K | 0.01% | 522 |
|
|
2022
Q4 | $5.12M | Sell |
54,562
-623
| -1% | -$57.6K | 0.01% | 491 |
|
|
2022
Q3 | $4.93M | Buy |
55,185
+4,521
| +9% | +$462K | 0.01% | 442 |
|
|
2022
Q2 | $5.1M | Buy |
50,664
+5,637
| +13% | +$572K | 0.01% | 445 |
|
|
2022
Q1 | $4.49M | Sell |
45,027
-500
| -1% | -$47.2K | 0.01% | 481 |
|
|
2021
Q4 | $4.42M | Buy |
45,527
+671
| +1% | +$61.3K | 0.01% | 446 |
|
|
2021
Q3 | $3.96M | Buy |
44,856
+1,359
| +3% | +$127K | 0.01% | 479 |
|
|
2021
Q2 | $3.87M | Sell |
43,497
-16,671
| -28% | -$1.57M | 0.01% | 479 |
|
|
2021
Q1 | $5.63M | Buy |
60,168
+7,493
| +14% | +$653K | 0.01% | 387 |
|
|
2020
Q4 | $4.85M | Buy |
52,675
+1,052
| +2% | +$102K | 0.01% | 386 |
|
|
2020
Q3 | $5M | Buy |
51,623
+844
| +2% | +$78.6K | 0.01% | 310 |
|
|
2020
Q2 | $4.45M | Buy |
50,779
+2,732
| +6% | +$246K | 0.01% | 303 |
|
|
2020
Q1 | $4.23M | Buy |
48,047
+1,500
| +3% | +$144K | 0.02% | 279 |
|
|
2019
Q4 | $4.29M | Buy |
46,547
+408
| +0.9% | +$37.2K | 0.01% | 326 |
|
|
2019
Q3 | $4.39M | Buy |
46,139
+2,857
| +7% | +$257K | 0.01% | 306 |
|
|
2019
Q2 | $3.61M | Buy |
43,282
+342
| +0.8% | +$27.4K | 0.01% | 348 |
|
|
2019
Q1 | $3.4M | Sell |
42,940
-1,864
| -4% | -$138K | 0.01% | 345 |
|
|
2018
Q4 | $3.1M | Sell |
44,804
-9,314
| -17% | -$654K | 0.01% | 337 |
|
|
2018
Q3 | $3.61M | Buy |
54,118
+14,031
| +35% | +$935K | 0.01% | 336 |
|
|
2018
Q2 | $2.59M | Sell |
40,087
-6,884
| -15% | -$428K | 0.01% | 413 |
|
|
2018
Q1 | $2.94M | Buy |
46,971
+2,240
| +5% | +$139K | 0.01% | 376 |
|
|
2017
Q4 | $2.97M | Buy |
44,731
+2,178
| +5% | +$146K | 0.01% | 354 |
|
|
2017
Q3 | $2.67M | Buy |
42,553
+2,898
| +7% | +$185K | 0.01% | 385 |
|
|
2017
Q2 | $2.43M | Buy |
39,655
+1,009
| +3% | +$62.3K | 0.01% | 381 |
|
|
2017
Q1 | $2.34M | Sell |
38,646
-3,214
| -8% | -$189K | 0.01% | 375 |
|
|
2016
Q4 | $2.46M | Sell |
41,860
-1,761
| -4% | -$101K | 0.02% | 349 |
|
|
2016
Q3 | $2.61M | Buy |
43,621
+6,509
| +18% | +$406K | 0.02% | 323 |
|
|
2016
Q2 | $2.42M | Sell |
37,112
-410
| -1% | -$24.7K | 0.02% | 297 |
|
|
2016
Q1 | $2.25M | Sell |
37,522
-572
| -2% | -$32K | 0.02% | 290 |
|
|
2015
Q4 | $1.96M | Buy |
38,094
+12,488
| +49% | +$637K | 0.02% | 316 |
|
|
2015
Q3 | $1.34M | Buy |
25,606
+2,424
| +10% | +$118K | 0.01% | 397 |
|
|
2015
Q2 | $1.04M | Buy |
23,182
+5,115
| +28% | +$246K | 0.01% | 458 |
|
|
2015
Q1 | $894K | Sell |
18,067
-660
| -4% | -$34.5K | 0.01% | 508 |
|
|
2014
Q4 | $988K | Buy |
18,727
+3,780
| +25% | +$185K | 0.01% | 451 |
|
|
2014
Q3 | $643K | Buy |
14,947
+2,808
| +23% | +$125K | 0.01% | 560 |
|
|
2014
Q2 | $570K | Buy |
12,139
+293
| +2% | +$13.6K | 0.01% | 596 |
|
|
2014
Q1 | $551K | Sell |
11,846
-2,461
| -17% | -$106K | 0.01% | 580 |
|
|
2013
Q4 | $591K | Buy |
14,307
+1,811
| +14% | +$75.1K | 0.01% | 473 |
|
|
2013
Q3 | $505K | Sell |
12,496
-4
| -0% | -$167 | 0.01% | 449 |
|
|
2013
Q2 | $512K | Buy |
+12,500
| New | +$530K | 0.01% | 399 |
|
Other funds holding WEC
VCM
VPM
Creative Planning's WEC Position: Q1 2026 in Review
Creative Planning increased its WEC Energy (WEC) stake by 23% in Q1 2026, buying an estimated $3.7M and bringing the position to 178,508 shares worth $20.7M. The position accounts for 0.01% of the portfolio, ranked #429.
Creative Planning first reported a position in WEC in Q2 2013 and has held it in 52 quarters since. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.
- Creative Planning held 178,508 shares of WEC Energy worth $20.7M as of Q1 2026.
- Creative Planning bought 32,970 WEC Energy shares in Q1 2026, an estimated $3.7M.
- WEC Energy made up 0.01% of Creative Planning's portfolio in Q1 2026, its #429 holding.
- Creative Planning first reported a position in WEC Energy in Q2 2013 and has held it in 52 quarters since.
- 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.