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Creative Planning WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
8
Latest value
$27.7M
Q3 2026
Peak value
$27.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.1M |
| Q3 2025 | $141K |
| Q4 2025 | $15.3M |
| Q1 2026 | $20.7M |
| Q2 2026 | $119K |
| Q2 2026 | $24.7M |
| Q3 2026 | $95K |
| Q3 2026 | $27.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $27.7M | 274.4K | — | — |
| Q3 2026 | $95K | 944 | — | — |
| Q2 2026 | $24.7M | 211.5K | — | — |
| Q2 2026 | $119K | 1.0K | — | — |
| Q1 2026 | $20.7M | 178.5K | — | — |
| Q4 2025 | $15.3M | 145.5K | — | — |
| Q3 2025 | $141K | 1.2K | — | — |
| Q3 2025 | $14.1M | 123.2K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M