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Wec Energy Group shares owned by Walkner Condon Financial Advisors

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

Historical chart of Walkner Condon Financial Advisors investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Walkner Condon 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 Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 2.9k 114.60
2025-06-30 $304k 2.9k 104.21
2025-03-31 $315k 2.9k 108.99
2024-12-31 $271k 2.9k 94.05
2021-06-30 $201k 2.3k 89.33

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)

View all positions for Walkner Condon Financial Advisors

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