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Wec Energy Group shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Strategic 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 Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $47k 414 113.53

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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding Wec Energy Group

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Vanguard Portfolio Management
Geode Capital Management
Wellington Management Company
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Ameriprise Financial
Charles Schwab Investment Management
Morgan Stanley
Invesco
Franklin Resources

View all funds holding Wec Energy Group