Wec Energy Group shares owned by Avalon Trust
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Avalon Trust
from 13F filings
Historical chart of Avalon Trust investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Avalon Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $115k | 999 | 114.59 |
| 2025-06-30 | $69k | 666 | 104.20 |
| 2025-03-31 | $73k | 666 | 108.98 |
| 2024-12-31 | $72k | 766 | 94.04 |
| 2024-09-30 | $67k | 700 | 96.18 |
| 2024-06-30 | $55k | 700 | 78.46 |
| 2024-03-31 | $58k | 700 | 82.12 |
| 2023-12-31 | $59k | 700 | 84.17 |
| 2023-09-30 | $56k | 700 | 80.55 |
| 2023-06-30 | $68k | 771 | 88.24 |
| 2023-03-31 | $73k | 771 | 94.79 |