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Plotkin Financial Advisors’s WEC Energy WEC Stock Holding History

Plotkin Financial Advisors’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 		$238K Hold
2,042
– – 0.1% 103
2026
Q1 		$236K Hold
2,042
– – 0.12% 92
2025
Q4 		$215K Hold
2,042
– – 0.11% 96
2025
Q3 		$234K Hold
2,042
– – 0.12% 90
2025
Q2 		$213K Hold
2,042
– – 0.12% 88
2025
Q1 		$223K Buy
+2,042
New +$209K 0.14% 81
2022
Q3 		– Sell
-2,042
Closed -$206K – 72
2022
Q2 		$206K Hold
2,042
– – 0.2% 65
2022
Q1 		$204K Buy
+2,042
New +$193K 0.14% 76

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plotkin Financial Advisors's WEC Position: Q2 2026 in Review

Plotkin Financial Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 2,042 shares worth $238K. The position accounts for 0.1% of the portfolio, ranked #103.

Plotkin Financial Advisors first reported a position in WEC in Q1 2022 and has held it in 8 quarters since. 1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Plotkin Financial Advisors held 2,042 shares of WEC Energy worth $238K as of Q2 2026.
  • Plotkin Financial Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up 0.1% of Plotkin Financial Advisors's portfolio in Q2 2026, its #103 holding.
  • Plotkin Financial Advisors first reported a position in WEC Energy in Q1 2022 and has held it in 8 quarters since.
  • 1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Plotkin Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.