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Wec Energy Group shares owned by Sym Financial Corporation

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

Historical chart of Sym Financial Corporation investment in Wec Energy Group

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

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Quarterly reported holdings in Wec Energy Group by Sym Financial Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $617k 5.4k 114.59
2025-06-30 $555k 5.3k 104.20
2025-03-31 $565k 5.2k 108.98
2024-12-31 $476k 5.1k 94.04
2024-06-30 $385k 4.9k 78.46

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View all positions for Sym Financial Corporation

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