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Planning Strategies Inc.’s WEC Energy WEC Stock Holding History

Planning Strategies Inc.’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 		$1.87K Buy
+16
New +$1.82K ﹤0.01% 606

Other funds holding WEC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Planning Strategies Inc.'s WEC Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WEC Energy (WEC) in Q2 2026: 16 shares worth $1.87K. The stake represents ﹤0.01% of the portfolio and ranks #606 among its holdings.

528 funds tracked by Wall St. Rank hold WEC as of Q2 2026.

  • Planning Strategies Inc. held 16 shares of WEC Energy worth $1.87K as of Q2 2026.
  • WEC Energy was a new Planning Strategies Inc. position in Q2 2026.
  • WEC Energy made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #606 holding.
  • 528 funds tracked by Wall St. Rank held WEC Energy as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.