Pinnacle Wealth Planning Services’s WEC Energy WEC Stock Holding History

Pinnacle Wealth Planning Services’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	$58.1K	Buy	498 +18	+4%	+$2.05K	0.01%	1168
2026 Q1	$55.6K	Buy	480 +6	+1%	+$674	0.01%	1142
2025 Q4	$50K	Buy	+474	New	+$52.5K	0.01%	1199
2023 Q1	–	Sell	-2,266	Closed	-$212K	–	507
2022 Q4	$212K	Sell	2,266 -2,001	-47%	-$185K	0.04%	353
2022 Q3	$382K	Hold	4,267	–	–	0.07%	186
2022 Q2	$429K	Buy	+4,267	New	+$433K	0.08%	177
2021 Q1	–	Sell	-828	Closed	-$76K	–	1934
2020 Q4	$76K	Buy	+828	New	+$80.6K	0.02%	594

Other funds holding WEC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's WEC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its WEC Energy (WEC) stake by 3.8% in Q2 2026, buying an estimated $2.05K and bringing the position to 498 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #1168.

Pinnacle Wealth Planning Services first reported a position in WEC in Q4 2020 and has held it in 7 quarters since. The position peaked at $429K in Q2 2022. 1,406 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Pinnacle Wealth Planning Services held 498 shares of WEC Energy worth $58.1K as of Q2 2026.
Pinnacle Wealth Planning Services bought 18 WEC Energy shares in Q2 2026, an estimated $2.05K.
WEC Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1168 holding.
Pinnacle Wealth Planning Services first reported a position in WEC Energy in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's WEC Energy position peaked at $429K in Q2 2022.
1,406 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.