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Wec Energy Group shares owned by Marshall Financial Group

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

Historical chart of Marshall Financial Group investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 1.8k 114.62
2025-03-31 $225k 2.1k 109.00
2024-12-31 $207k 2.2k 94.03
2024-09-30 $202k 2.1k 96.16

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View all positions for Marshall Financial Group

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