Wec Energy Group shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.7M | 22k | 78.46 |
| 2024-03-31 | $1.7M | 20k | 82.12 |
| 2023-12-31 | $1.6M | 19k | 84.17 |
| 2023-09-30 | $1.6M | 19k | 80.55 |
| 2023-06-30 | $1.2M | 13k | 88.24 |
| 2023-03-31 | $1.2M | 13k | 94.79 |
| 2022-12-31 | $1.5k | 16k | 0.09 |
| 2022-09-30 | $1.2M | 13k | 89.46 |
| 2022-06-30 | $1.2M | 12k | 100.66 |
| 2022-03-31 | $1.1M | 11k | 99.82 |
| 2021-12-31 | $1.1M | 11k | 97.04 |
| 2021-09-30 | $972k | 11k | 88.21 |
| 2021-06-30 | $950k | 11k | 88.93 |
| 2021-03-31 | $896k | 9.6k | 93.61 |
| 2020-12-31 | $918k | 10k | 92.06 |
| 2020-09-30 | $846k | 8.7k | 96.94 |
| 2020-06-30 | $784k | 8.9k | 87.67 |
| 2020-03-31 | $1.2M | 14k | 88.15 |
| 2019-12-31 | $1.3M | 14k | 92.24 |
| 2019-09-30 | $1.4M | 14k | 95.12 |
| 2019-06-30 | $1.2M | 14k | 83.40 |
| 2019-03-31 | $993k | 13k | 79.05 |
| 2018-12-31 | $696k | 10k | 69.26 |
| 2018-09-30 | $578k | 8.9k | 65.05 |
| 2018-06-30 | $538k | 8.5k | 63.33 |
| 2018-03-31 | $535k | 8.6k | 62.32 |
| 2017-12-31 | $540k | 8.3k | 65.45 |
| 2016-12-31 | $71k | 1.2k | 58.50 |
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