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Wec Energy Group shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $54k 465 115.77
2021-12-31 $3.0k 27 111.11
2021-09-30 $2.0k 27 74.07
2021-06-30 $2.0k 27 74.07
2021-03-31 $3.0k 27 111.11
2020-12-31 $2.0k 27 74.07

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Core S&p 500 Etf Etf (IVV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Dimensional International Value Etf Etf (DFIV)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)
Ishares Russell 1000 Growth Etf Etf (IWF)

View all positions for True Link Financial 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