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Wec Energy Group shares owned by Lifeworks Advisors

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

Historical chart of Lifeworks Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $267k 2.8k 96.18
2024-06-30 $206k 2.6k 78.46

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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