Wec Energy Group shares owned by Appleton Partners
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $436k | 3.8k | 114.56 |
| 2025-06-30 | $397k | 3.8k | 104.31 |
| 2025-03-31 | $437k | 4.0k | 109.09 |
| 2024-12-31 | $366k | 3.9k | 94.16 |
| 2024-09-30 | $374k | 3.9k | 96.22 |
| 2024-06-30 | $305k | 3.9k | 78.47 |
| 2024-03-31 | $319k | 3.9k | 82.07 |
| 2023-12-31 | $403k | 4.8k | 84.10 |
| 2023-09-30 | $386k | 4.8k | 80.55 |
| 2023-06-30 | $423k | 4.8k | 88.27 |
| 2023-03-31 | $454k | 4.8k | 94.74 |
| 2022-12-31 | $455k | 4.9k | 93.68 |
| 2022-09-30 | $434k | 4.9k | 89.36 |
| 2022-06-30 | $489k | 4.9k | 100.68 |
| 2022-03-31 | $557k | 5.6k | 99.87 |
| 2021-12-31 | $541k | 5.6k | 97.01 |
| 2021-09-30 | $492k | 5.6k | 88.22 |
| 2021-06-30 | $432k | 4.9k | 88.94 |
| 2021-03-31 | $455k | 4.9k | 93.68 |
| 2020-12-31 | $447k | 4.9k | 92.03 |
| 2020-09-30 | $471k | 4.9k | 96.97 |
| 2020-06-30 | $426k | 4.9k | 87.71 |
| 2020-03-31 | $438k | 5.0k | 88.09 |
| 2019-12-31 | $468k | 5.1k | 92.27 |
| 2019-09-30 | $482k | 5.1k | 95.03 |
| 2019-06-30 | $423k | 5.1k | 83.40 |
| 2019-03-31 | $401k | 5.1k | 79.06 |
| 2018-12-31 | $390k | 5.6k | 69.26 |
| 2018-09-30 | $372k | 5.6k | 66.76 |
| 2018-06-30 | $609k | 9.4k | 64.61 |
| 2018-03-31 | $716k | 11k | 62.66 |
| 2017-12-31 | $796k | 12k | 66.47 |
| 2016-06-30 | $263k | 4.0k | 65.33 |
| 2016-03-31 | $242k | 4.0k | 60.11 |
| 2015-12-31 | $207k | 4.0k | 51.42 |
| 2015-09-30 | $210k | 4.0k | 52.16 |