Wec Energy Group shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 22k | 114.59 |
| 2025-06-30 | $1.4M | 13k | 107.55 |
| 2025-03-31 | $1.4M | 13k | 108.98 |