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Wec Energy Group shares owned by Charter Trust

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

Historical chart of Charter Trust investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by Charter Trust

Quarter filed Position value Share count Share price at filing
2026-06-30 $201k 1.7k 116.77

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Top funds holding Wec Energy Group

BlackRock
State Street Corporation
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Charles Schwab Investment Management
Wellington Management Company
Morgan Stanley
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Franklin Resources
Envestnet Asset Management

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