Essential Planning’s WEC Energy WEC Stock Holding History

Essential 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
2025 Q1	–	Sell	-31,720	Closed	-$3.08M	–	301
2024 Q4	$3.08M	Buy	+31,720	New	+$3.08M	0.02%	156

Other funds holding WEC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Essential Planning's WEC Position: Q1 2025 in Review

Essential Planning sold out of WEC Energy (WEC) in Q1 2025, closing a stake of 31,720 shares — an estimated $3.08M sold.

Essential Planning first reported a position in WEC in Q4 2024 and held it in 1 quarter. The position peaked at $3.08M in Q4 2024. 1,270 funds tracked by Wall St. Rank hold WEC as of Q1 2025.

Essential Planning reported no remaining WEC Energy position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 31,720 WEC Energy shares in Q1 2025, an estimated $3.08M.
Essential Planning first reported a position in WEC Energy in Q4 2024 and held it in 1 quarter.
Essential Planning's WEC Energy position peaked at $3.08M in Q4 2024.
1,270 funds tracked by Wall St. Rank held WEC Energy as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.