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Wec Energy Group shares owned by Cypress Wealth Services

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

Historical chart of Cypress Wealth Services investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Cypress 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 Cypress Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 3.1k 96.18
2024-06-30 $240k 3.1k 78.46

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Top funds holding Wec Energy Group

Vanguard Group
BlackRock
BlackRock
Mizuho Securities USA
State Street Corporation
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Invesco
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Nuveen Asset Management

View all funds holding Wec Energy Group