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Wec Energy Group shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 11k 96.18
2024-03-31 $956k 12k 82.12
2023-12-31 $1.1M 13k 84.17
2022-12-31 $2.2M 24k 93.76
2022-09-30 $2.1M 24k 89.45

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Top funds holding Wec Energy Group

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

View all funds holding Wec Energy Group