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Wec Energy Group shares owned by Gladwyn Financial Advisors

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

Historical chart of Gladwyn Financial Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Gladwyn Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $192k 1.7k 114.62
2025-06-30 $174k 1.7k 104.17

More positions owned by Gladwyn Financial Advisors

Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard World Mega Grwth Ind (MGK)
Vanguard World Mega Cap Val Etf (MGV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Invesco Db Commdy Indx Trck Unit (DBC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Gladwyn Financial Advisors

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
ClearBridge Advisors
Invesco
Morgan Stanley
Nuveen
Northern Trust

View all funds holding Wec Energy Group