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Wec Energy Group shares owned by Cherry Tree Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Cherry Tree Wealth Management from 13F filings

Historical chart of Cherry Tree Wealth Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Cherry Tree Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $43k 521 82.12
2023-12-31 $44k 521 84.17
2023-09-30 $47k 578 80.55
2023-06-30 $51k 578 88.24

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree 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