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Wec Energy Group shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Wec Energy Group

Tip: Access up to 7 years of quarterly data

All positions including Wec Energy Group held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $464k 5.0k 92.10
2020-09-30 $438k 4.5k 96.86
2020-06-30 $396k 4.5k 87.57
2020-03-31 $416k 4.7k 88.12
2019-12-31 $345k 3.7k 92.12
2019-09-30 $534k 5.6k 95.17
2019-06-30 $452k 5.4k 83.32
2019-03-31 $443k 5.6k 79.09
2018-12-31 $383k 5.5k 69.27
2018-09-30 $388k 5.8k 66.75
2018-06-30 $465k 7.2k 64.70
2018-03-31 $464k 7.4k 62.75
2017-12-31 $565k 8.5k 66.47
2017-09-30 $464k 7.4k 62.75
2017-06-30 $274k 4.5k 61.42
2017-03-31 $224k 3.7k 60.54
2015-09-30 $218k 4.2k 52.24