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Phillips Wealth Planners’s WEC Energy WEC Stock Holding History

Phillips Wealth 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
Q1 		$544K Buy
4,824
+1,207
+33% +$136K 0.41% 78
2025
Q4 		$396K Buy
3,617
+269
+8% +$29.8K 0.32% 102
2025
Q3 		$384K Sell
3,348
-568
-15% -$61.6K 0.32% 103
2025
Q2 		$406K Sell
3,916
-108
-3% -$11.5K 0.37% 92
2025
Q1 		$430K Sell
4,024
-40
-1% -$4.08K 0.45% 72
2024
Q4 		$380K Buy
4,064
+2
+0% +$194 0.38% 84
2024
Q3 		$401K Buy
4,062
+820
+25% +$72.7K 0.38% 91
2024
Q2 		$253K Sell
3,242
-47
-1% -$3.82K 0.27% 142
2024
Q1 		$256K Sell
3,289
-1,441
-30% -$116K 0.29% 136
2023
Q4 		$380K Sell
4,730
-1,493
-24% -$123K 0.46% 78
2023
Q3 		$513K Sell
6,223
-30
-0.5% -$2.61K 0.69% 44
2023
Q2 		$552K Buy
6,253
+551
+10% +$50.9K 0.72% 48
2023
Q1 		$547K Buy
5,702
+3,105
+120% +$287K 0.72% 46
2022
Q4 		$242K Buy
+2,597
New +$240K 0.42% 88

Other funds holding WEC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Phillips Wealth Planners's WEC Position: Q1 2026 in Review

Phillips Wealth Planners increased its WEC Energy (WEC) stake by 33% in Q1 2026, buying an estimated $136K and bringing the position to 4,824 shares worth $544K. The position accounts for 0.41% of the portfolio, ranked #78.

Phillips Wealth Planners first reported a position in WEC in Q4 2022 and has held it in 14 quarters since. The position peaked at $552K in Q2 2023. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • Phillips Wealth Planners held 4,824 shares of WEC Energy worth $544K as of Q1 2026.
  • Phillips Wealth Planners bought 1,207 WEC Energy shares in Q1 2026, an estimated $136K.
  • WEC Energy made up 0.41% of Phillips Wealth Planners's portfolio in Q1 2026, its #78 holding.
  • Phillips Wealth Planners first reported a position in WEC Energy in Q4 2022 and has held it in 14 quarters since.
  • Phillips Wealth Planners's WEC Energy position peaked at $552K in Q2 2023.
  • 1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.