My Legacy Advisors »

Wec Energy Group shares owned by My Legacy Advisors

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

Historical chart of My Legacy Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wec Energy Group by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $291k 3.5k 82.12

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding Wec Energy Group

Vanguard Group
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Legal & General Group
Pnc Financial Services
Bank of New York Mellon
CalPERS
Neuberger Berman Group
Principal Financial Group
Charles Schwab Investment Management
Millennium Management
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Wec Energy Group