Mark Sheptoff Financial Planning’s WEC Energy WEC Stock Holding History

Mark Sheptoff 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 Q1	$96.8K	Hold	840	–	–	0.05%	138
2025 Q4	$88.6K	Hold	840	–	–	0.04%	153
2025 Q3	$96.3K	Hold	840	–	–	0.05%	143
2025 Q2	$87.5K	Buy	840 +100	+14%	+$10.6K	0.05%	139
2025 Q1	$80.6K	Hold	740	–	–	0.04%	135
2024 Q4	$69.6K	Hold	740	–	–	0.04%	149
2024 Q3	$71.2K	Hold	740	–	–	0.04%	148
2024 Q2	$58.1K	Buy	740 +90	+14%	+$7.31K	0.03%	169
2024 Q1	$53.4K	Hold	650	–	–	0.03%	170
2023 Q4	$54.7K	Hold	650	–	–	0.03%	152
2023 Q3	$52.4K	Hold	650	–	–	0.03%	145
2023 Q2	$57.4K	Hold	650	–	–	0.03%	155
2023 Q1	$61.6K	Hold	650	–	–	0.04%	139
2022 Q4	$60.9K	Hold	650	–	–	0.04%	138
2022 Q3	$58K	Hold	650	–	–	0.04%	137
2022 Q2	$65K	Hold	650	–	–	0.04%	143
2022 Q1	$65K	Hold	650	–	–	0.03%	157
2021 Q4	$63K	Hold	650	–	–	0.03%	166
2021 Q3	$57K	Hold	650	–	–	0.03%	167
2021 Q2	$58K	Hold	650	–	–	0.03%	173
2021 Q1	$61K	Hold	650	–	–	0.04%	152
2020 Q4	$60K	Hold	650	–	–	0.03%	151
2020 Q3	$63K	Hold	650	–	–	0.04%	137
2020 Q2	$57K	Hold	650	–	–	0.04%	143
2020 Q1	$57K	Hold	650	–	–	0.04%	130
2019 Q4	$60K	Hold	650	–	–	0.04%	143
2019 Q3	$62K	Hold	650	–	–	0.04%	134
2019 Q2	$54K	Hold	650	–	–	0.04%	152
2019 Q1	$51K	Hold	650	–	–	0.04%	151
2018 Q4	$45K	Sell	650 -300	-32%	-$21.1K	0.04%	142
2018 Q3	$63K	Sell	950 -100	-10%	-$6.67K	0.04%	148
2018 Q2	$68K	Hold	1,050	–	–	0.05%	142
2018 Q1	$66K	Sell	1,050 -4,100	-80%	-$254K	0.05%	148
2017 Q4	$342K	Sell	5,150 -100	-2%	-$6.71K	0.22%	85
2017 Q3	$330K	Sell	5,250 -200	-4%	-$12.8K	0.22%	88
2017 Q2	$335K	Sell	5,450 -801	-13%	-$49.5K	0.23%	84
2017 Q1	$379K	Sell	6,251 -399	-6%	-$23.5K	0.27%	75
2016 Q4	$390K	Sell	6,650 -6,700	-50%	-$384K	0.29%	75
2016 Q3	$799K	Buy	13,350 +1,750	+15%	+$109K	0.59%	46
2016 Q2	$757K	Buy	11,600 +6,400	+123%	+$385K	0.57%	47
2016 Q1	$312K	Buy	+5,200	New	+$291K	0.25%	71
2015 Q4	–	Sell	-789	Closed	-$41K	–	432
2015 Q3	$41K	Hold	789	–	–	0.04%	172
2015 Q2	$35K	Buy	+789	New	+$37.9K	0.03%	193

Other funds holding WEC

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Mark Sheptoff Financial Planning's WEC Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its WEC Energy (WEC) position steady in Q1 2026 at 840 shares worth $96.8K. The position accounts for 0.05% of the portfolio, ranked #138.

Mark Sheptoff Financial Planning first reported a position in WEC in Q2 2015 and has held it in 43 quarters since. The position peaked at $799K in Q3 2016. 1,372 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Mark Sheptoff Financial Planning held 840 shares of WEC Energy worth $96.8K as of Q1 2026.
Mark Sheptoff Financial Planning left its WEC Energy share count unchanged in Q1 2026.
WEC Energy made up 0.05% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #138 holding.
Mark Sheptoff Financial Planning first reported a position in WEC Energy in Q2 2015 and has held it in 43 quarters since.
Mark Sheptoff Financial Planning's WEC Energy position peaked at $799K in Q3 2016.
1,372 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.