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Wec Energy Group shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 3.2k 114.59
2025-06-30 $270k 2.6k 104.22
2025-03-31 $298k 2.7k 108.99
2024-12-31 $229k 2.4k 94.04
2024-09-30 $480k 5.0k 96.18

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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