Wec Energy Group shares owned by Great Valley Advisor Group
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Great Valley Advisor Group
from 13F filings
Historical chart of Great Valley Advisor Group investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Great Valley Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 42k | 96.19 |
| 2024-06-30 | $624k | 8.0k | 78.47 |
| 2024-03-31 | $765k | 9.3k | 82.09 |
| 2023-12-31 | $642k | 7.6k | 84.16 |
| 2023-09-30 | $612k | 7.6k | 80.55 |
| 2023-06-30 | $685k | 7.8k | 88.24 |
| 2023-03-31 | $675k | 7.1k | 94.79 |
| 2022-12-31 | $530k | 5.7k | 93.76 |
| 2022-09-30 | $501k | 5.6k | 89.35 |
| 2022-06-30 | $565k | 5.6k | 100.61 |
| 2022-03-31 | $477k | 4.8k | 99.71 |
| 2021-12-31 | $467k | 4.8k | 97.11 |
| 2021-09-30 | $445k | 5.0k | 88.17 |
| 2021-06-30 | $451k | 5.1k | 88.87 |
| 2021-03-31 | $478k | 5.1k | 93.63 |
| 2020-12-31 | $510k | 5.5k | 92.07 |
| 2020-09-30 | $529k | 5.5k | 96.98 |
| 2020-06-30 | $445k | 5.1k | 87.82 |
| 2020-03-31 | $411k | 4.7k | 88.18 |
| 2019-12-31 | $342k | 3.7k | 92.18 |
| 2019-09-30 | $401k | 4.2k | 95.11 |
| 2019-06-30 | $329k | 3.9k | 83.40 |
| 2019-03-31 | $301k | 3.8k | 79.21 |
| 2018-12-31 | $263k | 3.8k | 69.19 |
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