PlanVest Financial’s WEC Energy WEC Stock Holding History

PlanVest Financial’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	$1.52K	Hold	13	–	–	﹤0.01%	528
2026 Q1	$1.5K	Buy	+13	New	+$1.46K	﹤0.01%	500

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

PlanVest Financial's WEC Position: Q2 2026 in Review

PlanVest Financial held its WEC Energy (WEC) position steady in Q2 2026 at 13 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

PlanVest Financial first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,340 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

PlanVest Financial held 13 shares of WEC Energy worth $1.52K as of Q2 2026.
PlanVest Financial left its WEC Energy share count unchanged in Q2 2026.
WEC Energy made up ﹤0.01% of PlanVest Financial's portfolio in Q2 2026, its #528 holding.
PlanVest Financial first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
1,340 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.