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Wec Energy Group shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Confluence Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Confluence Wealth Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $928k 7.9k 116.76
2024-06-30 $392k 5.0k 78.46

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View all positions for Confluence Wealth Services

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