Wec Energy Group shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $159M | 1.4M | 114.59 |
| 2025-06-30 | $148M | 1.4M | 104.20 |
| 2025-03-31 | $157M | 1.4M | 108.98 |
| 2024-12-31 | $140M | 1.5M | 94.04 |
| 2024-09-30 | $145M | 1.5M | 96.18 |
| 2024-06-30 | $120M | 1.5M | 78.46 |
| 2024-03-31 | $128M | 1.6M | 82.12 |
| 2023-12-31 | $18M | 214k | 84.17 |
| 2023-09-30 | $18M | 228k | 80.55 |
| 2023-06-30 | $20M | 227k | 88.24 |
| 2023-03-31 | $21M | 223k | 94.79 |
| 2018-12-31 | $251k | 3.6k | 69.17 |
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