Wec Energy Group shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 9.0k | 114.59 |
| 2025-06-30 | $877k | 8.4k | 104.20 |
| 2025-03-31 | $917k | 8.4k | 108.98 |
| 2024-12-31 | $791k | 8.4k | 94.04 |
| 2024-09-30 | $809k | 8.4k | 96.18 |
| 2024-06-30 | $660k | 8.4k | 78.46 |
| 2024-03-31 | $691k | 8.4k | 82.12 |
| 2023-12-31 | $708k | 8.4k | 84.17 |
| 2023-09-30 | $678k | 8.4k | 80.55 |
| 2023-06-30 | $743k | 8.4k | 88.24 |
| 2023-03-31 | $798k | 8.4k | 94.79 |
| 2022-12-31 | $789k | 8.4k | 93.76 |
| 2022-09-30 | $752k | 8.4k | 89.37 |
| 2022-06-30 | $847k | 8.4k | 100.67 |
| 2022-03-31 | $840k | 8.4k | 99.83 |
| 2021-12-31 | $817k | 8.4k | 97.10 |
| 2021-09-30 | $742k | 8.4k | 88.19 |
| 2021-06-30 | $748k | 8.4k | 88.90 |
| 2021-03-31 | $787k | 8.4k | 93.53 |
| 2020-12-31 | $774k | 8.4k | 91.99 |
| 2020-09-30 | $816k | 8.4k | 96.96 |
| 2020-06-30 | $738k | 8.4k | 87.69 |
| 2020-03-31 | $742k | 8.4k | 88.17 |
| 2019-12-31 | $776k | 8.4k | 92.21 |
| 2019-09-30 | $800k | 8.4k | 95.06 |
| 2019-06-30 | $703k | 8.4k | 83.35 |
| 2019-03-31 | $291k | 3.7k | 78.97 |
| 2018-12-31 | $255k | 3.7k | 69.20 |
| 2018-09-30 | $246k | 3.7k | 66.76 |
| 2018-06-30 | $238k | 3.7k | 64.59 |
| 2018-03-31 | $231k | 3.7k | 62.69 |
| 2017-12-31 | $245k | 3.7k | 66.49 |
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