Wec Energy Group shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 2.6k | 112.02 |
| 2025-06-30 | $278k | 2.7k | 104.19 |
| 2025-03-31 | $291k | 2.7k | 108.97 |
| 2024-12-31 | $274k | 2.9k | 94.03 |
| 2024-09-30 | $316k | 3.3k | 96.17 |
| 2024-06-30 | $320k | 4.1k | 78.46 |
| 2024-03-31 | $7.3M | 90k | 82.12 |
| 2023-12-31 | $7.1M | 84k | 84.17 |
| 2023-09-30 | $6.5M | 81k | 80.55 |
| 2023-06-30 | $6.9M | 78k | 88.24 |
| 2023-03-31 | $7.3M | 77k | 94.79 |
| 2022-12-31 | $7.1M | 75k | 93.76 |
| 2022-09-30 | $6.2M | 73k | 85.48 |
| 2022-06-30 | $7.2M | 71k | 101.25 |
| 2022-03-31 | $7.2M | 69k | 104.49 |
| 2021-12-31 | $6.2M | 64k | 96.95 |
| 2021-09-30 | $5.3M | 61k | 88.20 |
| 2021-06-30 | $5.3M | 60k | 88.96 |
| 2021-03-31 | $5.1M | 54k | 93.58 |
| 2020-12-31 | $4.6M | 53k | 86.75 |
| 2020-09-30 | $5.0M | 51k | 98.06 |
| 2020-06-30 | $4.4M | 49k | 88.74 |
| 2020-03-31 | $4.3M | 47k | 92.21 |
| 2019-12-31 | $4.2M | 46k | 91.31 |
| 2019-09-30 | $4.2M | 45k | 94.30 |
| 2019-06-30 | $3.7M | 44k | 83.37 |
| 2019-03-31 | $3.4M | 43k | 79.09 |
| 2018-12-31 | $2.9M | 43k | 69.26 |
| 2018-09-30 | $2.8M | 42k | 66.69 |
| 2018-06-30 | $2.7M | 41k | 64.66 |