Valtinson Bruner Financial Planning’s WEC Energy WEC Stock Holding History

Valtinson Bruner Financial Planning’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	$380K	Buy	+3,255	New	+$371K	0.1%	111

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

Valtinson Bruner Financial Planning's WEC Position: Q2 2026 in Review

Valtinson Bruner Financial Planning opened a new position in WEC Energy (WEC) in Q2 2026: 3,255 shares worth $380K. The stake represents 0.1% of the portfolio and ranks #111 among its holdings.

1,402 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

Valtinson Bruner Financial Planning held 3,255 shares of WEC Energy worth $380K as of Q2 2026.
WEC Energy was a new Valtinson Bruner Financial Planning position in Q2 2026.
WEC Energy made up 0.1% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #111 holding.
1,402 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.