Leavell Investment Management »

Wec Energy Group shares owned by Leavell Investment Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Leavell Investment Management from 13F filings

Historical chart of Leavell Investment Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Leavell Investment Management 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 Leavell Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.8M 30k 94.04
2024-09-30 $2.9M 30k 96.18
2024-06-30 $2.3M 30k 78.47
2024-03-31 $2.4M 30k 82.11
2023-12-31 $2.9M 34k 84.18
2023-09-30 $2.8M 35k 80.54
2023-06-30 $3.1M 35k 88.25
2023-03-31 $3.3M 35k 94.78
2022-12-31 $3.4M 36k 93.75
2022-09-30 $3.2M 36k 89.43
2022-06-30 $3.6M 36k 100.63
2022-03-31 $3.6M 36k 99.82
2021-12-31 $3.5M 36k 97.07
2021-09-30 $3.2M 36k 88.20
2021-06-30 $3.4M 37k 93.59
2021-03-31 $3.4M 37k 93.59
2020-12-31 $3.4M 37k 92.03
2020-09-30 $3.5M 37k 96.90
2020-06-30 $3.2M 37k 87.66
2020-03-31 $3.3M 37k 88.12
2019-12-31 $3.5M 38k 92.23
2019-09-30 $3.6M 38k 95.11
2019-06-30 $3.2M 38k 83.36
2019-03-31 $3.0M 38k 79.07
2018-12-31 $2.8M 40k 69.27
2018-09-30 $2.6M 40k 66.76
2018-06-30 $2.6M 40k 64.65
2018-03-31 $2.5M 40k 62.70
2017-12-31 $2.5M 38k 66.44
2017-09-30 $2.4M 38k 62.78
2017-06-30 $2.3M 38k 61.37
2017-03-31 $2.3M 38k 60.64
2016-12-31 $1.8M 31k 58.64
2016-09-30 $1.6M 27k 59.86
2016-06-30 $1.8M 27k 65.32
2016-03-31 $1.7M 28k 60.06
2015-12-31 $1.4M 28k 51.33
2015-09-30 $1.5M 28k 52.22
2015-06-30 $1.4M 30k 44.98

More positions owned by Leavell Investment Management

NVIDIA Corporation (NVDA)
Vanguard Mega Cap ETF Mega Cap Index (MGC)
Apple (AAPL)
Vanguard Mid Cap ETF Mid Cap Etf (VO)
Vanguard Mega Growth ETF Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Vanguard S&P 500 ETF S&p 500 Etf Shs (VOO)
Blackstone Group Com Cl A (BX)
Vanguard Large-Cap Index Fund ETF Shares Large Cap Etf (VV)
Vanguard Small Cap ETF Small Cp Etf (VB)
Schwab Short U.S. Treasury ETF Sht Tm Us Tres (SCHO)
Vanguard FTSE Developed ETF Ftse Dev Mkt Etf (VEA)
JPMorgan Chase & Co. (JPM)
iShares 1-5 Investment Grade Corp ETF 1-3 Yr Cr Bd Etf (IGSB)
Schwab Fundamental Inl Large Com ETF Schwb Fdt Int Lg (FNDF)

View all positions for Leavell Investment Management

Top funds holding Wec Energy Group

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

View all funds holding Wec Energy Group