Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Wec Energy Group shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 138k 82.12
2023-09-30 $17M 206k 80.55
2023-06-30 $16M 181k 88.24
2023-03-31 $18M 185k 94.79
2022-12-31 $18M 193k 93.76
2022-09-30 $17M 192k 89.43
2022-06-30 $20M 195k 100.64
2022-03-31 $19M 193k 99.81
2021-12-31 $21M 217k 97.07
2021-09-30 $18M 199k 88.19
2021-06-30 $16M 179k 88.93
2021-03-31 $19M 205k 93.59
2020-12-31 $16M 170k 92.03
2020-09-30 $9.7M 100k 96.90
2020-06-30 $8.7M 100k 87.65
2020-03-31 $5.6M 64k 88.13
2019-12-31 $5.3M 57k 92.23
2019-09-30 $5.4M 57k 95.10
2019-06-30 $4.7M 57k 83.38
2019-03-31 $4.1M 51k 79.08
2018-12-31 $3.6M 52k 69.26
2018-09-30 $3.5M 53k 66.75
2018-06-30 $3.3M 50k 64.66
2018-03-31 $3.2M 51k 62.70
2017-12-31 $2.9M 44k 66.43
2017-09-30 $2.7M 44k 62.78
2017-06-30 $2.7M 44k 61.37
2017-03-31 $2.6M 43k 60.63
2016-12-31 $2.5M 43k 58.64
2016-09-30 $2.4M 41k 59.89
2016-06-30 $2.7M 41k 65.30
2016-03-31 $2.3M 38k 60.07
2015-12-31 $1.1M 22k 51.33
2015-09-30 $1.1M 21k 52.20

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

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