Wec Energy Group shares owned by Clifford Swan Investment Counsel
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Clifford Swan Investment Counsel
from 13F filings
Historical chart of Clifford Swan Investment Counsel investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Clifford Swan Investment Counsel
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $587k | 7.1k | 82.12 |
| 2023-12-31 | $601k | 7.1k | 84.17 |
| 2023-09-30 | $575k | 7.1k | 80.55 |
| 2023-06-30 | $630k | 7.1k | 88.24 |
| 2023-03-31 | $677k | 7.1k | 94.79 |
| 2022-12-31 | $670k | 7.1k | 93.76 |
| 2022-09-30 | $639k | 7.1k | 89.47 |
| 2022-06-30 | $719k | 7.1k | 100.67 |
| 2022-03-31 | $713k | 7.1k | 99.83 |
| 2021-12-31 | $693k | 7.1k | 97.03 |
| 2021-09-30 | $645k | 7.1k | 90.31 |
| 2021-06-30 | $751k | 7.8k | 95.77 |
| 2021-03-31 | $734k | 7.8k | 93.60 |
| 2020-12-31 | $722k | 7.8k | 92.07 |
| 2020-09-30 | $900k | 9.3k | 96.86 |
| 2020-06-30 | $902k | 10k | 87.64 |
| 2020-03-31 | $907k | 10k | 88.13 |
| 2019-12-31 | $949k | 10k | 92.21 |
| 2019-09-30 | $1.0M | 11k | 95.12 |
| 2019-06-30 | $928k | 11k | 83.41 |
| 2019-03-31 | $880k | 11k | 79.09 |
| 2018-12-31 | $771k | 11k | 69.30 |
| 2018-09-30 | $776k | 12k | 66.75 |
| 2018-06-30 | $752k | 12k | 64.68 |
| 2018-03-31 | $729k | 12k | 62.70 |
| 2017-12-31 | $772k | 12k | 66.40 |
| 2017-09-30 | $730k | 12k | 62.79 |
| 2017-06-30 | $898k | 15k | 61.40 |
| 2017-03-31 | $887k | 15k | 60.65 |
| 2016-12-31 | $887k | 15k | 58.64 |
| 2016-09-30 | $906k | 15k | 59.90 |
| 2016-06-30 | $988k | 15k | 65.32 |
| 2016-03-31 | $1.0M | 17k | 60.08 |
| 2015-12-31 | $881k | 17k | 51.29 |
| 2015-09-30 | $897k | 17k | 52.22 |
| 2015-06-30 | $777k | 17k | 44.98 |
More positions owned by Clifford Swan Investment Counsel
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