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Wec Energy Group shares owned by Stephens Consulting

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

Historical chart of Stephens Consulting investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by Stephens Consulting

Quarter filed Position value Share count Share price at filing
2024-03-31 $19k 228 82.12
2023-12-31 $19k 228 84.17
2023-09-30 $18k 228 80.55
2023-06-30 $20k 228 88.24
2023-03-31 $22k 228 94.79

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Raymond James Financial (RJF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard World Esg Us Stk Etf (ESGV)
Vanguard Index Fds Small Cp Etf (VB)

View all positions for Stephens Consulting

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
Nuveen Asset Management
Legal & General Group
Pnc Financial Services
Bank of New York Mellon
CalPERS
Principal Financial Group
Charles Schwab Investment Management
Millennium Management

View all funds holding Wec Energy Group