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Wec Energy Group shares owned by Valtinson Bruner Financial Planning

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Valtinson Bruner Financial Planning from 13F filings

Historical chart of Valtinson Bruner Financial Planning investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wec Energy Group by Valtinson Bruner Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $380k 3.3k 116.77

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Spdr Series Trust St Str P500etf (SPYM)
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Apple (AAPL)

View all positions for Valtinson Bruner Financial Planning

Top funds holding Wec Energy Group

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

View all funds holding Wec Energy Group