Annapolis Financial Services »

Wec Energy Group shares owned by Annapolis Financial Services

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Annapolis Financial Services from 13F filings

Historical chart of Annapolis Financial Services investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Annapolis Financial Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wec Energy Group by Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 145 82.12
2023-12-31 $12k 145 84.17
2023-09-30 $12k 145 80.55

More positions owned by Annapolis Financial Services

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Annapolis Financial Services

Top funds holding Wec Energy Group

Vanguard Group
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Legal & General Group
Pnc Financial Services
Bank of New York Mellon
CalPERS
Neuberger Berman Group
Principal Financial Group
Millennium Management
Charles Schwab Investment Management
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Wec Energy Group