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Wec Energy Group shares owned by Estate Planners Group

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

Historical chart of Estate Planners Group investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Estate Planners Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $14k 133 105.46

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Guggenheim Strategic Opportu Com Sbi (GOF)
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Ares Capital Corporation (ARCC)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Neos Etf Trust Nasdaq 100 High (QQQI)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Etf Ser Solutions Defiance Quantum (QTUM)
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Neos Etf Trust Bitcoin High Inc (BTCI)
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Listed Fds Tr Roundhill Magnif (MAGS)
Meta Platforms Cl A (META)

View all positions for Estate Planners Group

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
Ameriprise Financial
Invesco
Northern Trust
Nuveen
Franklin Resources
ClearBridge Advisors
Envestnet Asset Management

View all funds holding Wec Energy Group