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 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 $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

Pinnacle Wealth Planning Services's WEC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its WEC Energy (WEC) stake by 1.3% in Q1 2026, buying an estimated $674 and bringing the position to 480 shares worth $55.6K. The position accounts for 0.01% of the portfolio, ranked #1142.

Pinnacle Wealth Planning Services first reported a position in WEC in Q4 2020 and has held it in 6 quarters since. The position peaked at $429K in Q2 2022. 1,371 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

Pinnacle Wealth Planning Services held 480 shares of WEC Energy worth $55.6K as of Q1 2026.
Pinnacle Wealth Planning Services bought 6 WEC Energy shares in Q1 2026, an estimated $674.
WEC Energy made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1142 holding.
Pinnacle Wealth Planning Services first reported a position in WEC Energy in Q4 2020 and has held it in 6 quarters since.
Pinnacle Wealth Planning Services's WEC Energy position peaked at $429K in Q2 2022.
1,371 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.