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Keener Financial Planning’s WEC Energy WEC Stock Holding History

Keener 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
2025
Q4 		– Sell
-50
Closed -$5K – 219
2025
Q3 		$5K Hold
50
– – ﹤0.01% 186
2025
Q2 		$5K Hold
50
– – ﹤0.01% 188
2025
Q1 		$5K Hold
50
– – ﹤0.01% 151
2024
Q4 		$4K Hold
50
– – ﹤0.01% 161
2024
Q3 		$4K Hold
50
– – ﹤0.01% 167
2024
Q2 		$3K Sell
50
-74
-60% -$6.01K ﹤0.01% 176
2024
Q1 		$11K Buy
+124
New +$9.97K 0.01% 152

Other funds holding WEC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keener Financial Planning's WEC Position: Q4 2025 in Review

Keener Financial Planning sold out of WEC Energy (WEC) in Q4 2025, closing a stake of 50 shares — an estimated $5K sold.

Keener Financial Planning first reported a position in WEC in Q1 2024 and held it in 7 quarters. The position peaked at $11K in Q1 2024. 1,349 funds tracked by Wall St. Rank hold WEC as of Q4 2025.

  • Keener Financial Planning reported no remaining WEC Energy position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 50 WEC Energy shares in Q4 2025, an estimated $5K.
  • Keener Financial Planning first reported a position in WEC Energy in Q1 2024 and held it in 7 quarters.
  • Keener Financial Planning's WEC Energy position peaked at $11K in Q1 2024.
  • 1,349 funds tracked by Wall St. Rank held WEC Energy as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.