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Wec Energy Group shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 11k 114.60
2025-06-30 $1.1M 10k 104.19
2025-03-31 $1.1M 9.9k 108.98

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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

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