Wec Energy Group shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129k | 1.1k | 114.59 |
| 2025-06-30 | $118k | 1.1k | 104.20 |
| 2025-03-31 | $123k | 1.1k | 108.98 |
| 2023-12-31 | $337 | 4 | 84.25 |
| 2022-12-31 | $26k | 278 | 93.76 |
| 2022-09-30 | $25k | 278 | 89.93 |
| 2022-06-30 | $28k | 278 | 100.72 |
| 2022-03-31 | $28k | 278 | 100.72 |
| 2021-12-31 | $27k | 278 | 97.12 |