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Wec Energy Group shares owned by Second Half Financial Partners

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Second Half Financial Partners from 13F filings

Historical chart of Second Half Financial Partners investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Second Half Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.7M 17k 96.18
2024-06-30 $2.6M 33k 78.46
2024-03-31 $2.8M 34k 82.12
2023-12-31 $2.8M 34k 84.17
2022-06-30 $3.8M 41k 93.60
2022-03-31 $3.8M 41k 93.60

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First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr U.s. Utilits Etf (IDU)
Ishares Tr U.s. Real Es Etf (IYR)
Select Sector Spdr Tr Sbi Int-utils (XLU)
BlackRock (BLK)
UnitedHealth (UNH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr U.s. Finls Etf (IYF)
Johnson & Johnson (JNJ)
Amgen (AMGN)
Anthem (ELV)

View all positions for Second Half Financial Partners

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