Wec Energy Group shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $481k | 4.2k | 114.60 |
| 2025-06-30 | $360k | 3.5k | 104.19 |
| 2025-03-31 | $360k | 3.3k | 108.97 |
| 2024-12-31 | $310k | 3.3k | 94.03 |
| 2024-09-30 | $200k | 2.1k | 96.17 |
| 2023-09-30 | $223k | 2.8k | 80.56 |
| 2023-06-30 | $253k | 2.9k | 88.23 |
| 2023-03-31 | $261k | 2.8k | 94.78 |
| 2020-06-30 | $419k | 4.8k | 87.55 |
| 2020-03-31 | $447k | 4.8k | 92.22 |
| 2019-12-31 | $447k | 4.8k | 92.22 |