Wec Energy Group shares owned by Cherry Tree Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Cherry Tree Wealth Management
from 13F filings
Historical chart of Cherry Tree Wealth Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Cherry Tree Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $60k | 521 | 114.59 |
| 2025-06-30 | $54k | 521 | 104.20 |
| 2025-03-31 | $60k | 548 | 108.98 |
| 2024-12-31 | $52k | 548 | 94.04 |
| 2024-09-30 | $53k | 548 | 96.18 |
| 2024-06-30 | $43k | 548 | 78.46 |
| 2024-03-31 | $43k | 521 | 82.12 |
| 2023-12-31 | $44k | 521 | 84.17 |
| 2023-09-30 | $47k | 578 | 80.55 |
| 2023-06-30 | $51k | 578 | 88.24 |
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