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Wec Energy Group shares owned by ShankerValleau Wealth Advisors

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

Historical chart of ShankerValleau Wealth Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by ShankerValleau Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 2.0k 114.59
2025-06-30 $208k 2.0k 104.20
2025-03-31 $217k 2.0k 108.98

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View all positions for ShankerValleau Wealth Advisors

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