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Wec Energy Group shares owned by Valued Wealth Advisors

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

Historical chart of Valued Wealth Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $32k 343 94.04
2024-09-30 $33k 343 96.18
2024-06-30 $27k 343 78.46
2024-03-31 $28k 343 82.12

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Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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Schwab Strategic Tr Fundamental Intl (FNDC)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
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View all positions for Valued Wealth Advisors

Top funds holding Wec Energy Group

Vanguard Group
BlackRock
State Street Corporation
Wellington Management Company
Geode Capital Management
Wells Fargo & Company
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Ameriprise Financial
Invesco
Nuveen Asset Management
Charles Schwab Investment Management
Northern Trust
Morgan Stanley

View all funds holding Wec Energy Group