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Kerr Financial Planning’s WEC Energy WEC Stock Holding History

Kerr 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 		$17.4K Buy
150
+2
+1% +$228 0.02% 302
2026
Q1 		$17.1K Buy
148
+2
+1% +$225 0.01% 297
2025
Q4 		$16.5K Buy
146
+1
+0.7% +$111 0.02% 303
2025
Q3 		$16.2K Buy
+145
New +$15.7K 0.02% 288

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Kerr Financial Planning's WEC Position: Q2 2026 in Review

Kerr Financial Planning increased its WEC Energy (WEC) stake by 1.4% in Q2 2026, buying an estimated $228 and bringing the position to 150 shares worth $17.4K. The position accounts for 0.02% of the portfolio, ranked #302.

Kerr Financial Planning first reported a position in WEC in Q3 2025 and has held it in 4 quarters since. 1,400 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Kerr Financial Planning held 150 shares of WEC Energy worth $17.4K as of Q2 2026.
  • Kerr Financial Planning bought 2 WEC Energy shares in Q2 2026, an estimated $228.
  • WEC Energy made up 0.02% of Kerr Financial Planning's portfolio in Q2 2026, its #302 holding.
  • Kerr Financial Planning first reported a position in WEC Energy in Q3 2025 and has held it in 4 quarters since.
  • 1,400 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.