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Wec Energy Group shares owned by Dougherty & Associates

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Dougherty & Associates from 13F filings

Historical chart of Dougherty & Associates investment in Wec Energy Group

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All positions including Wec Energy Group held by Dougherty & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Dougherty & Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $554k 5.3k 105.47

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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
Invesco
Northern Trust
Nuveen
Franklin Resources
ClearBridge Advisors

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