Wec Energy Group shares owned by Creative Planning
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $15M | 146k | 105.46 |
| 2025-09-30 | $14M | 125k | 114.59 |
| 2025-06-30 | $13M | 128k | 104.18 |
| 2025-03-31 | $17M | 153k | 108.98 |
| 2024-12-31 | $6.2M | 66k | 94.04 |
| 2024-09-30 | $5.5M | 58k | 96.18 |
| 2024-06-30 | $4.3M | 55k | 78.46 |
| 2024-03-31 | $4.6M | 56k | 82.12 |
| 2023-12-31 | $4.4M | 52k | 84.17 |
| 2023-09-30 | $4.5M | 56k | 80.55 |
| 2023-06-30 | $4.9M | 56k | 88.24 |
| 2023-03-31 | $4.8M | 50k | 94.79 |
| 2022-12-31 | $5.1M | 55k | 93.76 |
| 2022-09-30 | $4.9M | 55k | 89.43 |
| 2022-06-30 | $5.1M | 51k | 100.64 |
| 2022-03-31 | $4.5M | 45k | 99.81 |
| 2021-12-31 | $4.4M | 46k | 97.06 |
| 2021-09-30 | $4.0M | 45k | 88.19 |
| 2021-06-30 | $3.9M | 44k | 88.95 |
| 2021-03-31 | $5.6M | 60k | 93.59 |
| 2020-12-31 | $4.8M | 53k | 92.04 |
| 2020-09-30 | $5.0M | 52k | 96.89 |
| 2020-06-30 | $4.5M | 51k | 87.65 |
| 2020-03-31 | $4.2M | 48k | 88.12 |
| 2019-12-31 | $4.3M | 47k | 92.23 |
| 2019-09-30 | $4.4M | 46k | 95.10 |
| 2019-06-30 | $3.6M | 43k | 83.36 |
| 2019-03-31 | $3.4M | 43k | 79.09 |
| 2018-12-31 | $3.1M | 45k | 69.26 |
| 2018-09-30 | $3.6M | 54k | 66.76 |
| 2018-06-30 | $2.6M | 40k | 64.66 |
| 2018-03-31 | $2.9M | 47k | 62.70 |
| 2017-12-31 | $3.0M | 45k | 66.42 |
| 2017-09-30 | $2.7M | 43k | 62.77 |
| 2017-06-30 | $2.4M | 40k | 61.38 |
| 2017-03-31 | $2.3M | 39k | 60.63 |
| 2016-12-31 | $2.5M | 42k | 58.65 |
| 2016-09-30 | $2.6M | 44k | 59.88 |
| 2016-06-30 | $2.4M | 37k | 65.29 |
| 2016-03-31 | $2.3M | 38k | 60.07 |
| 2015-12-31 | $2.0M | 38k | 51.32 |
| 2015-09-30 | $1.3M | 26k | 52.21 |
| 2015-06-30 | $1.0M | 23k | 44.99 |