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Planning Center Inc’s WEC Energy WEC Stock Holding History

Planning Center Inc’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 		$305K Hold
2,611
– – 0.03% 63
2026
Q1 		$302K Buy
2,611
+229
+10% +$25.7K 0.03% 58
2025
Q4 		$251K Hold
2,382
– – 0.03% 67
2025
Q3 		$273K Sell
2,382
-1
-0% -$108 0.03% 64
2025
Q2 		$248K Buy
2,383
+1
+0% +$106 0.03% 66
2025
Q1 		$260K Hold
2,382
– – 0.03% 59
2024
Q4 		$224K Sell
2,382
-29
-1% -$2.81K 0.03% 64
2024
Q3 		$232K Buy
+2,411
New +$214K 0.03% 64
2024
Q1 		– Sell
-3,393
Closed -$286K – 63
2023
Q4 		$286K Sell
3,393
-13
-0.4% -$1.07K 0.07% 50
2023
Q3 		$274K Hold
3,406
– – 0.07% 48
2023
Q2 		$301K Sell
3,406
-1,344
-28% -$124K 0.08% 49
2023
Q1 		$465K Hold
4,750
– – 0.13% 33
2022
Q4 		$445K Buy
4,750
+1,360
+40% +$126K 0.14% 36
2022
Q3 		$289K Hold
3,390
– – 0.23% 31
2022
Q2 		$343K Buy
3,390
+29
+0.9% +$2.94K 0.27% 29
2022
Q1 		$335K Buy
3,361
+240
+8% +$22.7K 0.96% 27
2021
Q4 		$300K Buy
+3,121
New +$285K 0.24% 37

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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Planning Center Inc's WEC Position: Q2 2026 in Review

Planning Center Inc held its WEC Energy (WEC) position steady in Q2 2026 at 2,611 shares worth $305K. The position accounts for 0.03% of the portfolio, ranked #63.

Planning Center Inc first reported a position in WEC in Q4 2021 and has held it in 17 quarters since. The position peaked at $465K in Q1 2023. 595 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Planning Center Inc held 2,611 shares of WEC Energy worth $305K as of Q2 2026.
  • Planning Center Inc left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.03% of Planning Center Inc's portfolio in Q2 2026, its #63 holding.
  • Planning Center Inc first reported a position in WEC Energy in Q4 2021 and has held it in 17 quarters since.
  • Planning Center Inc's WEC Energy position peaked at $465K in Q1 2023.
  • 595 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.