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Wec Energy Group shares owned by TruNorth Capital Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by TruNorth Capital Management from 13F filings

Historical chart of TruNorth Capital Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by TruNorth Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $66k 690 96.18
2024-06-30 $54k 690 78.46
2024-03-31 $27k 325 82.12

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Stryker Corporation (SYK)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for TruNorth Capital Management

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