Wealthquest »

Wec Energy Group shares owned by Wealthquest

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

Historical chart of Wealthquest investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wec Energy Group by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-09-30 $329k 3.4k 96.75
2024-06-30 $267k 3.4k 78.46
2024-03-31 $279k 3.4k 82.12
2023-12-31 $286k 3.4k 84.17
2023-09-30 $275k 3.4k 80.55

More positions owned by Wealthquest

Vanguard Large-cap Etf Etf (VV)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares Core Msci Eafe Etf Etf (IEFA)
Dimensional Us Large Cap Vector Etf Etf (DFVX)
Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)
Innovator U.s. Equity 10 Buffer Etf - Quarterly Etf (ZALT)
Innovator Defined Wealth Shield Etf Etf (BALT)
American Finl Group Inc Ohio Stock (AFG)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Us Treasury 2 Year Note Etf Etf (UTWO)
Vanguard Small-cap Etf Etf (VB)
Us Treasury 12 Month Bill Etf Etf (OBIL)
Vanguard Mid-cap Etf Etf (VO)
Procter And Gamble Stock (PG)
Vanguard Short-term Bond Etf Etf (BSV)

View all positions for Wealthquest

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