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Virginia Estate & Retirement Planning Advisors’s WEC Energy WEC Stock Holding History

Virginia Estate & Retirement Planning 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 		$3.39K Hold
29
– – ﹤0.01% 159
2026
Q1 		$3.36K Buy
+29
New +$3.26K 0.01% 132

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

Virginia Estate & Retirement Planning Advisors's WEC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors held its WEC Energy (WEC) position steady in Q2 2026 at 29 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

Virginia Estate & Retirement Planning Advisors first reported a position in WEC in Q1 2026 and has held it in 2 quarters since. 1,387 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 29 shares of WEC Energy worth $3.39K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors left its WEC Energy share count unchanged in Q2 2026.
  • WEC Energy made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #159 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in WEC Energy in Q1 2026 and has held it in 2 quarters since.
  • 1,387 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.