Wec Energy Group shares owned by Forum Financial Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $500k | 4.3k | 115.77 |
| 2025-12-31 | $464k | 4.4k | 105.46 |
| 2025-09-30 | $663k | 5.8k | 114.59 |
| 2025-06-30 | $603k | 5.8k | 104.20 |
| 2025-03-31 | $630k | 5.8k | 108.98 |
| 2024-12-31 | $547k | 5.8k | 94.04 |
| 2024-09-30 | $443k | 4.6k | 96.18 |
| 2024-06-30 | $362k | 4.6k | 78.46 |
| 2024-03-31 | $383k | 4.7k | 82.12 |
| 2023-12-31 | $393k | 4.7k | 84.17 |
| 2023-09-30 | $376k | 4.7k | 80.55 |
| 2023-06-30 | $412k | 4.7k | 88.24 |
| 2023-03-31 | $442k | 4.7k | 94.79 |
| 2022-12-31 | $437k | 4.7k | 93.76 |
| 2022-09-30 | $417k | 4.7k | 89.47 |
| 2022-06-30 | $469k | 4.7k | 100.62 |
| 2022-03-31 | $465k | 4.7k | 99.76 |
| 2021-12-31 | $487k | 5.0k | 96.99 |
More positions owned by Forum Financial Management
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