Gries Financial »

Wec Energy Group shares owned by Gries Financial

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

Historical chart of Gries Financial investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Gries Financial 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 Gries Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 20k 94.04
2024-09-30 $1.9M 20k 96.18
2024-06-30 $1.9M 25k 78.46

More positions owned by Gries Financial

Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GNOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Illinois Tool Works (ITW)
RBB Us Treas 3 Mnth (TBIL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Tech Etf (IYW)
Blackstone Secd Lending Common Stock (BXSL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Gries Financial

Top funds holding Wec Energy Group

Vanguard Group
BlackRock
Mizuho Securities USA
State Street Corporation
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Wellington Management Company
Ameriprise Financial
Invesco
Charles Schwab Investment Management
Northern Trust
Nuveen Asset Management

View all funds holding Wec Energy Group