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Wec Energy Group shares owned by Assetmark

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Assetmark from 13F filings

Historical chart of Assetmark investment in Wec Energy Group

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Quarterly reported holdings in Wec Energy Group by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $20M 171k 114.59
2025-06-30 $16M 149k 104.20
2025-03-31 $12M 106k 108.98
2024-12-31 $9.0M 96k 94.04
2024-09-30 $3.4M 35k 96.18
2024-06-30 $2.2M 28k 78.46
2024-03-31 $2.2M 26k 82.12
2023-12-31 $2.2M 26k 84.17
2023-09-30 $1.9M 24k 80.55
2023-06-30 $1.9M 22k 88.24
2023-03-31 $1.5M 16k 94.79
2022-12-31 $1.5M 16k 93.76
2022-09-30 $994k 11k 89.47
2022-06-30 $816k 8.1k 100.68
2022-03-31 $493k 4.9k 99.82
2021-12-31 $199k 2.1k 97.07
2021-09-30 $25k 286 87.41
2021-06-30 $20k 221 90.50
2021-03-31 $916k 9.8k 93.58
2020-12-31 $1.9M 20k 92.02
2020-09-30 $1.8M 19k 96.91
2020-06-30 $1.7M 20k 87.64
2020-03-31 $434k 4.9k 88.14
2019-12-31 $484k 5.3k 92.16
2019-09-30 $401k 4.2k 95.02
2019-06-30 $362k 4.3k 83.45
2019-03-31 $70k 882 79.37
2018-12-31 $3.0k 49 61.22
2018-09-30 $3.0k 42 71.43
2018-06-30 $3.0k 42 71.43
2018-03-31 $3.0k 42 71.43
2017-12-31 $19k 285 66.67
2017-09-30 $4.0k 63 63.49
2017-06-30 $4.0k 59 67.80
2017-03-31 $3.0k 43 69.77
2016-12-31 $3.0k 44 68.18
2016-09-30 $3.0k 42 71.43
2016-06-30 $3.0k 43 69.77
2016-03-31 $3.0k 47 63.83
2015-12-31 $10k 186 53.76
2015-09-30 $17k 332 51.20