Everhart Financial Group »

Wec Energy Group shares owned by Everhart Financial Group

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

Historical chart of Everhart Financial Group investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wec Energy Group by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $243k 2.1k 116.77

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Str Sp600grwo (SLYG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Everhart Financial Group

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
Invesco
Franklin Resources
Envestnet Asset Management

View all funds holding Wec Energy Group