Global Wealth Strategies & Associates »

Wec Energy Group shares owned by Global Wealth Strategies & Associates

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

Historical chart of Global Wealth Strategies & Associates investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Global Wealth Strategies & Associates 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 Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5k 22 115.27

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Flexible Income Active Etf Etf (BINC)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Barings Corporate Invs Cef (MCI)
Schwab Crypto Thematic Etf Etf (STCE)
Invesco Qqq Trust Series I Etf (QQQ)
Columbia Multi-sector Municipal Income Etf Etf (MUST)

View all positions for Global Wealth Strategies & Associates

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