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Wec Energy Group shares owned by LFA - Lugano Financial Advisors SA

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by LFA - Lugano Financial Advisors SA from 13F filings

Historical chart of LFA - Lugano Financial Advisors SA investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by LFA - Lugano Financial Advisors SA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by LFA - Lugano Financial Advisors SA

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.7k 85 114.59
2025-06-30 $8.9k 85 104.20
2025-03-31 $9.3k 85 108.98
2024-12-31 $8.0k 85 94.04
2024-09-30 $8.2k 85 96.18

More positions owned by LFA - Lugano Financial Advisors SA

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Ishares Tr Esg Awre 1 5 Yr (SUSB)
Spdr Gold Tr Gold Shs (GLD)
Schwab Strategic Tr Fundamental Emer (FNDE)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Spdr Series Trust Bloomberg Intl (IBND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Ibonds Dec 29 (IBDU)
New York Life Investments Et Nyli Hedge Multi (QAI)
Ishares Tr 10-20 Yr Trs Etf (TLH)

View all positions for LFA - Lugano Financial Advisors SA

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