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Wec Energy Group shares owned by Richardson Financial Services

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

Historical chart of Richardson Financial Services investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $158k 1.7k 94.21
2024-09-30 $137k 1.7k 78.47
2024-06-30 $137k 1.7k 78.47
2024-03-31 $126k 1.5k 82.12
2023-12-31 $99k 1.2k 84.17

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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
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Ameriprise Financial
Invesco
Nuveen Asset Management
Charles Schwab Investment Management
Northern Trust
Morgan Stanley

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