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Wec Energy Group shares owned by Aegis Wealth Management

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

Historical chart of Aegis Wealth Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $401k 3.5k 114.59
2025-06-30 $396k 3.6k 108.98
2025-03-31 $396k 3.6k 108.98
2024-12-31 $345k 3.7k 94.04

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Top funds holding Wec Energy Group

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Charles Schwab Investment Management
Jpmorgan Chase & Co
Ameriprise Financial
ClearBridge Advisors
Invesco
Morgan Stanley
Nuveen
Northern Trust

View all funds holding Wec Energy Group