Wec Energy Group shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Capital Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $317k | 2.8k | 114.58 |
| 2025-06-30 | $290k | 2.8k | 104.76 |
| 2025-03-31 | $297k | 2.7k | 108.83 |
| 2024-12-31 | $256k | 2.7k | 93.80 |
| 2024-09-30 | $257k | 2.7k | 94.35 |
| 2024-06-30 | $213k | 2.7k | 78.00 |
| 2024-03-31 | $219k | 2.7k | 80.28 |
| 2023-12-31 | $231k | 2.7k | 84.16 |
| 2023-09-30 | $247k | 3.0k | 82.96 |
| 2023-06-30 | $275k | 3.0k | 91.41 |
| 2023-03-31 | $297k | 3.1k | 94.78 |
| 2022-12-31 | $626k | 6.4k | 97.51 |
| 2022-09-30 | $803k | 9.0k | 89.40 |
| 2022-06-30 | $1.1M | 11k | 100.66 |
| 2022-03-31 | $310k | 3.1k | 99.97 |
| 2021-12-31 | $300k | 3.1k | 97.06 |
| 2021-09-30 | $278k | 3.2k | 88.23 |
| 2021-06-30 | $258k | 2.9k | 88.84 |
| 2021-03-31 | $305k | 3.3k | 93.73 |
| 2020-12-31 | $302k | 3.3k | 91.91 |
| 2020-09-30 | $304k | 3.1k | 96.97 |
| 2020-06-30 | $284k | 3.1k | 90.79 |
| 2020-03-31 | $260k | 3.0k | 85.53 |
| 2019-12-31 | $437k | 4.4k | 100.16 |
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