Charles Schwab · WEC Holdings Trend
WEC Energy Group · SEC 13F
Charles Schwab Holdings of WEC by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 1.8M | $149M | — |
| 2024Q2 | 1.9M | $146M | -2.0% |
| 2024Q3 | 3.8M | $363M | +148.2% |
| 2024Q4 | 3.9M | $363M | +0.1% |
| 2025Q1 | 5.2M | $568M | +56.2% |
| 2025Q2 | 5.2M | $544M | -4.2% |
| 2025Q3 | 10.5M | $1.2B | +115.7% |
| 2025Q4 | 5.3M | $563M | -52.0% |
| 2026Q1 | 5.4M | $630M | +11.9% |
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Data source: SEC EDGAR Form 13F