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Wec Energy Group shares owned by GoalVest Advisory

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by GoalVest Advisory from 13F filings

Historical chart of GoalVest Advisory investment in Wec Energy Group

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All positions including Wec Energy Group held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.7k 70 82.11
2023-12-31 $7.6k 90 84.17
2023-06-30 $11k 128 88.24

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Top funds holding Wec Energy Group

Vanguard Group
BlackRock
Wells Fargo & Company
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Ameriprise Financial
Magellan Asset Management
Northern Trust
Nuveen Asset Management
Legal & General Group
Morgan Stanley
Pictet Asset Management Holding SA
Pnc Financial Services

View all funds holding Wec Energy Group