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Wec Energy Group shares owned by GoalVest Advisory

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

Historical chart of GoalVest Advisory investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by GoalVest Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $22k 190 114.59
2025-06-30 $20k 190 104.20
2024-03-31 $5.7k 70 82.11
2023-12-31 $7.6k 90 84.17
2023-06-30 $11k 128 88.24

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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
ClearBridge Advisors
Invesco
Morgan Stanley
Nuveen
Northern Trust

View all funds holding Wec Energy Group