Wec Energy Group shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $252k | 2.4k | 105.46 |
| 2025-09-30 | $272k | 2.4k | 114.59 |
| 2025-06-30 | $244k | 2.3k | 104.19 |
| 2025-03-31 | $252k | 2.3k | 109.00 |
| 2024-12-31 | $239k | 2.5k | 94.04 |
| 2024-09-30 | $276k | 2.9k | 96.23 |
| 2024-06-30 | $209k | 2.7k | 78.60 |
| 2024-03-31 | $218k | 2.7k | 82.17 |
| 2023-06-30 | $208k | 2.4k | 88.25 |
| 2023-03-31 | $222k | 2.3k | 94.81 |
| 2022-06-30 | $212k | 2.1k | 100.52 |
| 2022-03-31 | $209k | 2.1k | 99.71 |
| 2021-12-31 | $242k | 2.5k | 97.03 |
| 2021-09-30 | $221k | 2.5k | 88.34 |
| 2021-06-30 | $169k | 2.2k | 76.68 |
| 2021-03-31 | $120k | 1.4k | 88.30 |
| 2020-12-31 | $120k | 1.4k | 88.30 |
| 2020-09-30 | $129k | 1.3k | 96.77 |
| 2020-06-30 | $66k | 755 | 87.42 |
| 2020-03-31 | $73k | 824 | 88.59 |
| 2019-12-31 | $76k | 823 | 92.35 |
| 2019-09-30 | $78k | 824 | 94.66 |
| 2019-06-30 | $253k | 3.0k | 83.36 |
| 2019-03-31 | $21k | 267 | 78.65 |
| 2018-12-31 | $18k | 267 | 67.42 |