Wec Energy Group shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 17k | 114.59 |
| 2025-06-30 | $1.8M | 18k | 104.22 |
| 2025-03-31 | $1.9M | 17k | 108.98 |
| 2024-12-31 | $1.6M | 17k | 94.03 |
| 2024-09-30 | $1.7M | 18k | 96.15 |
| 2024-03-31 | $1.8M | 22k | 82.12 |
| 2023-12-31 | $1.8M | 22k | 84.19 |
| 2023-09-30 | $2.0M | 25k | 80.55 |
| 2023-06-30 | $4.3M | 50k | 87.27 |
| 2023-03-31 | $2.3M | 25k | 94.79 |
| 2022-12-31 | $1.9M | 21k | 93.76 |
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