Wec Energy Group shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51M | 448k | 114.59 |
| 2025-06-30 | $47M | 448k | 104.20 |
| 2025-03-31 | $47M | 429k | 108.98 |
| 2024-12-31 | $36M | 387k | 94.04 |
| 2023-12-31 | $398k | 4.7k | 84.17 |
| 2023-09-30 | $382k | 4.7k | 80.56 |
| 2023-06-30 | $1.3M | 15k | 88.24 |
| 2023-03-31 | $1.4M | 15k | 94.79 |
| 2022-12-31 | $1.5M | 16k | 93.76 |
| 2022-09-30 | $1.6M | 18k | 89.40 |
| 2022-06-30 | $1.8M | 18k | 100.63 |
| 2022-03-31 | $1.9M | 19k | 99.82 |
| 2021-12-31 | $2.0M | 21k | 97.08 |
| 2021-09-30 | $2.1M | 23k | 88.20 |
| 2021-06-30 | $2.6M | 30k | 88.95 |
| 2021-03-31 | $3.4M | 36k | 93.60 |
| 2020-12-31 | $6.3M | 68k | 92.02 |
| 2020-09-30 | $34M | 353k | 96.90 |
| 2020-06-30 | $38M | 431k | 87.65 |
| 2020-03-31 | $36M | 410k | 88.13 |
| 2019-12-31 | $35M | 374k | 92.23 |
| 2019-09-30 | $35M | 366k | 95.10 |
| 2019-06-30 | $30M | 360k | 83.37 |
| 2019-03-31 | $28M | 350k | 79.08 |
| 2018-12-31 | $22M | 312k | 69.26 |
| 2017-03-31 | $301k | 5.0k | 60.64 |
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