Wec Energy Group shares owned by Advisor OS
Historical chart of Advisor OS investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $375k | 3.3k | 114.59 |
| 2025-06-30 | $332k | 3.2k | 104.20 |
| 2025-03-31 | $354k | 3.2k | 109.00 |
| 2024-12-31 | $303k | 3.2k | 94.04 |
| 2024-09-30 | $300k | 3.1k | 96.25 |
| 2024-06-30 | $438k | 5.6k | 78.46 |
| 2024-03-31 | $428k | 5.2k | 82.12 |
| 2023-12-31 | $404k | 4.8k | 84.20 |
| 2023-09-30 | $217k | 2.7k | 80.60 |
| 2023-06-30 | $238k | 2.7k | 88.24 |
| 2022-09-30 | $227k | 2.6k | 86.21 |