Keener Financial Planning »

Wec Energy Group shares owned by Keener Financial Planning

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

Historical chart of Keener Financial Planning investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by Keener Financial Planning 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 Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 124 88.71

More positions owned by Keener Financial Planning

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr Core S&p500 Etf (IVV)
Texas Instruments Incorporated (TXN)

View all positions for Keener Financial Planning

Top funds holding Wec Energy Group

Vanguard Group
BlackRock
Wells Fargo & Company
Geode Capital Management
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
Jpmorgan Chase & Co
Ameriprise Financial
Magellan Asset Management
Northern Trust
Nuveen Asset Management
Legal & General Group
Morgan Stanley
Pictet Asset Management Holding SA
Pnc Financial Services

View all funds holding Wec Energy Group