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Wec Energy Group shares owned by McCarthy Grittinger Financial Group

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

Historical chart of McCarthy Grittinger Financial Group investment in Wec Energy Group

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All positions including Wec Energy Group held by McCarthy Grittinger 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 McCarthy Grittinger Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $8.6k 89 96.19
2024-06-30 $7.0k 89 78.46
2024-03-31 $45k 551 82.12
2023-12-31 $46k 551 84.17
2023-09-30 $80k 992 80.55
2023-06-30 $68k 771 88.24
2023-03-31 $78k 820 94.79
2022-12-31 $92k 984 93.76
2022-09-30 $88k 984 89.43
2022-06-30 $188k 1.9k 100.64
2022-03-31 $187k 1.9k 99.81
2021-12-31 $181k 1.9k 97.07
2021-09-30 $165k 1.9k 88.20
2021-06-30 $166k 1.9k 88.95
2021-03-31 $175k 1.9k 93.59
2020-12-31 $172k 1.9k 92.03
2020-09-30 $181k 1.9k 96.90
2020-06-30 $164k 1.9k 87.65
2020-03-31 $165k 1.9k 88.13
2019-12-31 $172k 1.9k 92.23
2019-09-30 $202k 2.1k 95.10
2019-06-30 $177k 2.1k 83.37
2019-03-31 $168k 2.1k 79.08
2018-12-31 $147k 2.1k 69.26

More positions owned by McCarthy Grittinger Financial Group

Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Global Core Plus (DFGP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for McCarthy Grittinger Financial Group

Top funds holding Wec Energy Group

Vanguard Group
BlackRock
BlackRock
Mizuho Securities USA
State Street Corporation
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Invesco
Charles Schwab Investment Management
Northern Trust
Morgan Stanley
Nuveen Asset Management

View all funds holding Wec Energy Group