Wec Energy Group shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wec Energy Group by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 172k | 114.59 |
| 2025-06-30 | $17M | 164k | 104.20 |
| 2025-03-31 | $18M | 164k | 108.64 |
| 2024-12-31 | $13M | 140k | 94.04 |
| 2024-09-30 | $13M | 131k | 96.18 |
| 2024-06-30 | $10M | 128k | 78.46 |
| 2024-03-31 | $10M | 125k | 82.12 |
| 2023-12-31 | $11M | 140k | 79.87 |
| 2023-09-30 | $13M | 158k | 80.55 |
| 2023-06-30 | $14M | 156k | 88.24 |
| 2023-03-31 | $15M | 160k | 94.79 |
| 2022-12-31 | $11M | 120k | 93.76 |
| 2022-09-30 | $7.9M | 89k | 89.43 |
| 2022-06-30 | $1.5M | 15k | 100.61 |
| 2022-03-31 | $1.5M | 15k | 99.79 |
| 2021-12-31 | $1.4M | 15k | 97.05 |
| 2021-09-30 | $1.0M | 12k | 88.22 |
| 2021-06-30 | $1.0M | 12k | 88.96 |
| 2021-03-31 | $1.2M | 12k | 93.61 |
| 2020-12-31 | $1.3M | 14k | 92.06 |
| 2020-09-30 | $2.2M | 23k | 96.89 |
| 2020-06-30 | $2.6M | 30k | 87.65 |
| 2020-03-31 | $1.2M | 14k | 88.14 |
| 2019-12-31 | $1.0M | 11k | 92.25 |
| 2019-09-30 | $730k | 7.7k | 95.05 |
| 2019-06-30 | $700k | 8.4k | 83.33 |
| 2018-12-31 | $280k | 4.0k | 69.36 |
| 2018-09-30 | $445k | 6.7k | 66.72 |