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Wec Energy Group shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Modern 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $366k 3.8k 96.19
2024-03-31 $246k 2.9k 85.43

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View all positions for Modern Wealth Management

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