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Wec Energy Group shares owned by Plotkin Financial Advisors

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

Historical chart of Plotkin Financial Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 2.0k 114.59
2025-06-30 $213k 2.0k 104.20
2025-03-31 $223k 2.0k 108.98
2022-06-30 $206k 2.0k 100.64
2022-03-31 $204k 2.0k 99.81

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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

View all funds holding Wec Energy Group