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United Financial Planning Group’s WEC Energy WEC Stock Holding History

United Financial Planning Group’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 		– Sell
-38
Closed -$4.01K – 640
2025
Q4 		$4.01K Buy
+38
New +$4.21K ﹤0.01% 287

Other funds holding WEC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

United Financial Planning Group's WEC Position: Q1 2026 in Review

United Financial Planning Group sold out of WEC Energy (WEC) in Q1 2026, closing a stake of 38 shares — an estimated $4.01K sold.

United Financial Planning Group first reported a position in WEC in Q4 2025 and held it in 1 quarter. The position peaked at $4.01K in Q4 2025. 1,383 funds tracked by Wall St. Rank hold WEC as of Q1 2026.

  • United Financial Planning Group reported no remaining WEC Energy position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 38 WEC Energy shares in Q1 2026, an estimated $4.01K.
  • United Financial Planning Group first reported a position in WEC Energy in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's WEC Energy position peaked at $4.01K in Q4 2025.
  • 1,383 funds tracked by Wall St. Rank held WEC Energy as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.