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Plancorp LLC’s WEC Energy WEC Stock Holding History

Plancorp LLC’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 		$227K Sell
1,958
-50
-2% -$5.71K 0.01% 384
2026
Q1 		$236K Buy
2,008
+33
+2% +$3.71K 0.01% 329
2025
Q4 		$208K Sell
1,975
-2,188
-53% -$242K 0.01% 350
2025
Q3 		$477K Sell
4,163
-4
-0.1% -$434 0.02% 230
2025
Q2 		$434K Buy
4,167
+15
+0.4% +$1.6K 0.02% 245
2025
Q1 		$452K Buy
4,152
+70
+2% +$7.15K 0.02% 220
2024
Q4 		$384K Buy
4,082
+34
+0.8% +$3.3K 0.02% 221
2024
Q3 		$389K Buy
4,048
+4
+0.1% +$354 0.02% 215
2024
Q2 		$317K Sell
4,044
-75
-2% -$6.09K 0.01% 224
2024
Q1 		$338K Buy
4,119
+97
+2% +$7.8K 0.01% 216
2023
Q4 		$339K Sell
4,022
-944
-19% -$77.7K 0.02% 201
2023
Q3 		$400K Buy
4,966
+107
+2% +$9.3K 0.02% 172
2023
Q2 		$429K Sell
4,859
-122
-2% -$11.3K 0.02% 163
2023
Q1 		$472K Buy
4,981
+98
+2% +$9.07K 0.03% 157
2022
Q4 		$458K Sell
4,883
-1,666
-25% -$154K 0.03% 152
2022
Q3 		$586K Sell
6,549
-25
-0.4% -$2.55K 0.04% 133
2022
Q2 		$662K Buy
6,574
+39
+0.6% +$3.95K 0.04% 126
2022
Q1 		$652K Sell
6,535
-8
-0.1% -$755 0.04% 130
2021
Q4 		$635K Sell
6,543
-344
-5% -$31.4K 0.04% 129
2021
Q3 		$607K Buy
6,887
+34
+0.5% +$3.19K 0.04% 124
2021
Q2 		$610K Sell
6,853
-19
-0.3% -$1.79K 0.05% 116
2021
Q1 		$643K Sell
6,872
-1,136
-14% -$99K 0.14% 103
2020
Q4 		$737K Buy
8,008
+1,931
+32% +$188K 0.18% 90
2020
Q3 		$589K Sell
6,077
-2,585
-30% -$241K 0.18% 90
2020
Q2 		$759K Buy
8,662
+10
+0.1% +$902 0.23% 76
2020
Q1 		$762K Sell
8,652
-1,099
-11% -$106K 0.29% 62
2019
Q4 		$899K Sell
9,751
-740
-7% -$67.5K 0.28% 69
2019
Q3 		$998K Sell
10,491
-17,391
-62% -$1.57M 0.38% 50
2019
Q2 		$2.25M Buy
27,882
+10,501
+60% +$842K 0.89% 24
2019
Q1 		$1.37M Buy
17,381
+303
+2% +$22.5K 0.52% 45
2018
Q4 		$1.18M Sell
17,078
-176
-1% -$12.4K 0.54% 45
2018
Q3 		$1.15M Sell
17,254
-7
-0% -$467 0.45% 51
2018
Q2 		$1.12M Sell
17,261
-4
-0% -$249 0.45% 50
2018
Q1 		$1.08M Sell
17,265
-695
-4% -$43.1K 0.35% 52
2017
Q4 		$1.19M Buy
17,960
+695
+4% +$46.6K 0.39% 48
2017
Q3 		$1.08M Buy
17,265
+241
+1% +$15.4K 0.32% 49
2017
Q2 		$1.04M Hold
17,024
– – 0.31% 53
2017
Q1 		$1.03M Hold
17,024
– – 0.3% 54
2016
Q4 		$999K Sell
17,024
-120
-0.7% -$6.88K 0.28% 52
2016
Q3 		$1.03M Buy
17,144
+412
+2% +$25.7K 0.65% 38
2016
Q2 		$1.09M Buy
+16,732
New +$1.01M 0.97% 23
2016
Q1 		– Sell
-13,041
Closed -$669K – 80
2015
Q4 		$669K Buy
+13,041
New +$666K 0.8% 30
2015
Q2 		– Sell
-18,810
Closed -$932K – 109
2015
Q1 		$932K Buy
18,810
+5,850
+45% +$306K 0.93% 24
2014
Q4 		$684K Sell
12,960
-1,222
-9% -$59.9K 0.71% 27
2014
Q3 		$609K Buy
14,182
+1,222
+9% +$54.3K 0.64% 35
2014
Q2 		$608K Sell
12,960
-1,222
-9% -$56.8K 0.55% 29
2014
Q1 		$660K Hold
14,182
– – 0.45% 45
2013
Q4 		$587K Buy
+14,182
New +$588K 0.51% 38

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM

Plancorp LLC's WEC Position: Q2 2026 in Review

Plancorp LLC reduced its WEC Energy (WEC) stake by 2.5% in Q2 2026, selling an estimated $5.71K and leaving 1,958 shares worth $227K. The position accounts for 0.01% of the portfolio, ranked #384.

Plancorp LLC first reported a position in WEC in Q4 2013 and has held it in 48 quarters since. The position peaked at $2.25M in Q2 2019. 360 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Plancorp LLC held 1,958 shares of WEC Energy worth $227K as of Q2 2026.
  • Plancorp LLC sold 50 WEC Energy shares in Q2 2026, an estimated $5.71K.
  • WEC Energy made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #384 holding.
  • Plancorp LLC first reported a position in WEC Energy in Q4 2013 and has held it in 48 quarters since.
  • Plancorp LLC's WEC Energy position peaked at $2.25M in Q2 2019.
  • 360 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.