49 Wealth Management »

Wec Energy Group shares owned by 49 Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by 49 Wealth Management from 13F filings

Historical chart of 49 Wealth Management investment in Wec Energy Group

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All positions including Wec Energy Group held by 49 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 49 Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $674k 5.8k 116.78

More positions owned by 49 Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Russell 2000 Etf (IWM)
Elevation Series Trust Polen Divid Etf (DIVZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus Mid Cap Etf (IWR)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Rbb Fund Trust Pathfinder Disc (PFDE)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for 49 Wealth Management

Top funds holding Wec Energy Group

BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Bank of America Corporation
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Charles Schwab Investment Management
Sixth Street Partners Management Company
Jpmorgan Chase & Co
Morgan Stanley
Franklin Resources
Invesco

View all funds holding Wec Energy Group