Wec Energy Group shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $808k | 7.4k | 108.98 |
| 2024-12-31 | $689k | 7.3k | 94.04 |
| 2024-09-30 | $695k | 7.2k | 96.18 |
| 2024-06-30 | $519k | 6.6k | 78.46 |
| 2024-03-31 | $390k | 4.8k | 82.12 |
| 2023-12-31 | $558k | 6.6k | 84.17 |
| 2023-09-30 | $542k | 6.7k | 80.55 |
| 2023-06-30 | $599k | 6.8k | 88.24 |
| 2023-03-31 | $511k | 5.4k | 94.79 |
| 2022-12-31 | $453k | 4.8k | 93.76 |
| 2022-09-30 | $437k | 4.9k | 89.40 |
| 2022-06-30 | $490k | 4.9k | 100.57 |
| 2022-03-31 | $474k | 4.7k | 99.89 |
| 2021-12-31 | $459k | 4.7k | 97.14 |
| 2021-09-30 | $416k | 4.7k | 88.14 |
| 2021-06-30 | $450k | 5.1k | 88.92 |
| 2021-03-31 | $493k | 5.3k | 93.64 |
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