Wec Energy Group shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $19k | 184 | 103.26 |
| 2025-03-31 | $12k | 114 | 105.26 |
| 2024-12-31 | $10k | 114 | 87.72 |
| 2024-09-30 | $10k | 114 | 87.72 |
| 2024-06-30 | $8.0k | 114 | 70.18 |
| 2024-03-31 | $10k | 114 | 87.72 |
| 2023-09-30 | $9.0k | 114 | 78.95 |