Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Wec Energy Group shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wec Energy Group

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All positions including Wec Energy Group held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 104k 96.18
2024-06-30 $7.6M 97k 78.46
2024-03-31 $11M 138k 82.12
2023-09-30 $17M 206k 80.55
2023-06-30 $16M 181k 88.24
2023-03-31 $18M 185k 94.79
2022-12-31 $18M 193k 93.76
2022-09-30 $17M 192k 89.43
2022-06-30 $20M 195k 100.64
2022-03-31 $19M 193k 99.81
2021-12-31 $21M 217k 97.07
2021-09-30 $18M 199k 88.19
2021-06-30 $16M 179k 88.93
2021-03-31 $19M 205k 93.59
2020-12-31 $16M 170k 92.03
2020-09-30 $9.7M 100k 96.90
2020-06-30 $8.7M 100k 87.65
2020-03-31 $5.6M 64k 88.13
2019-12-31 $5.3M 57k 92.23
2019-09-30 $5.4M 57k 95.10
2019-06-30 $4.7M 57k 83.38
2019-03-31 $4.1M 51k 79.08
2018-12-31 $3.6M 52k 69.26
2018-09-30 $3.5M 53k 66.75
2018-06-30 $3.3M 50k 64.66
2018-03-31 $3.2M 51k 62.70
2017-12-31 $2.9M 44k 66.43
2017-09-30 $2.7M 44k 62.78
2017-06-30 $2.7M 44k 61.37
2017-03-31 $2.6M 43k 60.63
2016-12-31 $2.5M 43k 58.64
2016-09-30 $2.4M 41k 59.89
2016-06-30 $2.7M 41k 65.30
2016-03-31 $2.3M 38k 60.07
2015-12-31 $1.1M 22k 51.33
2015-09-30 $1.1M 21k 52.20

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Top funds holding Wec Energy Group

Vanguard Group
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Jpmorgan Chase & Co
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Charles Schwab Investment Management
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