Wec Energy Group shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Wec Energy Group
Tip: Access up to 7 years of quarterly data
All positions including Wec Energy Group held by Live Oak Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 2.7k | 114.59 |
| 2025-06-30 | $281k | 2.7k | 104.20 |
| 2025-03-31 | $295k | 2.7k | 108.98 |
| 2024-12-31 | $255k | 2.7k | 94.04 |
| 2024-09-30 | $259k | 2.7k | 96.18 |
| 2024-06-30 | $211k | 2.7k | 78.46 |
| 2024-03-31 | $221k | 2.7k | 82.12 |
| 2023-12-31 | $230k | 2.7k | 84.17 |
| 2023-09-30 | $220k | 2.7k | 80.55 |
| 2023-06-30 | $241k | 2.7k | 88.24 |
| 2023-03-31 | $256k | 2.7k | 94.79 |
| 2022-12-31 | $252k | 2.7k | 93.76 |
| 2022-09-30 | $245k | 2.7k | 89.55 |