Wec Energy Group shares owned by Caldwell Trust
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Caldwell Trust
from 13F filings
Historical chart of Caldwell Trust investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Caldwell Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 18k | 114.59 |
| 2021-12-31 | $2.1M | 22k | 97.07 |
| 2021-09-30 | $2.0M | 23k | 88.20 |
| 2021-06-30 | $2.0M | 22k | 88.95 |
| 2021-03-31 | $2.0M | 21k | 93.59 |
| 2020-12-31 | $1.6M | 18k | 92.03 |
| 2020-09-30 | $1.8M | 18k | 96.90 |
| 2020-06-30 | $1.7M | 19k | 87.65 |
| 2020-03-31 | $1.8M | 21k | 88.13 |
| 2019-12-31 | $1.9M | 21k | 92.23 |