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Livermore
Livermore
ZHEN

Planning Center, Inc.

SEC CIK
0001910966
Latest filing
Jul 29, 2026

WEC holding history

Wec Energy Group, Inc. in every 13F filed by Planning Center, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WEC overviewAll 13F holders of WECFull Q2 2026 holdings

Shares (Q2 2026)
2,611
Value
$304.9K
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of WEC by Planning Center, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,611$304.9K<0.1%00.0%UnchangedHolders
Q1 20262,611$302.3K<0.1%+229+9.6%AddedHolders
Q4 20252,382$251.2K<0.1%00.0%UnchangedHolders
Q3 20252,382$273.0K<0.1%−10.0%ReducedHolders
Q2 20252,383$248.3K<0.1%+10.0%AddedHolders
Q1 20252,382$259.6K<0.1%00.0%UnchangedHolders
Q4 20242,382$224.0K<0.1%−29−1.2%ReducedHolders
Q3 20242,411$231.9K<0.1%+2,411NewHolders
Q1 20240$00.0%−3,393−100.0%Sold outHolders
Q4 20233,393$285.6K0.1%−13−0.4%ReducedHolders
Q3 20233,406$274.4K0.1%00.0%UnchangedHolders
Q2 20233,406$300.5K0.1%−1,344−28.3%ReducedHolders
Q1 20234,750$465.3K0.1%00.0%UnchangedHolders
Q4 20224,750$445.4K0.1%+1,360+40.1%AddedHolders
Q3 20223,390$289.0K0.2%00.0%UnchangedHolders
Q2 20223,390$343.0K0.3%+29+0.9%AddedHolders
Q1 20223,361$335.0K1.0%+240+7.7%AddedHolders
Q4 20213,121$300.0K0.2%–No prior filingHolders