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Meramec Financial Planners’s WEC Energy WEC Stock Holding History

Meramec Financial Planners’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 		$158K Buy
1,390
+4
+0.3% +$456 0.06% 140
2026
Q1 		$160K Buy
1,386
+3
+0.2% +$337 0.06% 130
2025
Q4 		$154K Buy
+1,383
New +$153K 0.06% 139

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

Meramec Financial Planners's WEC Position: Q2 2026 in Review

Meramec Financial Planners increased its WEC Energy (WEC) stake by 0.29% in Q2 2026, buying an estimated $456 and bringing the position to 1,390 shares worth $158K. The position accounts for 0.06% of the portfolio, ranked #140.

Meramec Financial Planners first reported a position in WEC in Q4 2025 and has held it in 3 quarters since. The position peaked at $160K in Q1 2026. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Meramec Financial Planners held 1,390 shares of WEC Energy worth $158K as of Q2 2026.
  • Meramec Financial Planners bought 4 WEC Energy shares in Q2 2026, an estimated $456.
  • WEC Energy made up 0.06% of Meramec Financial Planners's portfolio in Q2 2026, its #140 holding.
  • Meramec Financial Planners first reported a position in WEC Energy in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's WEC Energy position peaked at $160K in Q1 2026.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.