Wec Energy Group shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $71k | 740 | 96.18 |
| 2024-06-30 | $58k | 740 | 78.46 |
| 2024-03-31 | $53k | 650 | 82.12 |
| 2023-12-31 | $55k | 650 | 84.17 |
| 2023-09-30 | $52k | 650 | 80.55 |
| 2023-06-30 | $57k | 650 | 88.24 |
| 2023-03-31 | $62k | 650 | 94.79 |
| 2022-12-31 | $61k | 650 | 93.76 |
| 2022-09-30 | $58k | 650 | 89.23 |
| 2022-06-30 | $65k | 650 | 100.00 |
| 2022-03-31 | $65k | 650 | 100.00 |
| 2021-12-31 | $63k | 650 | 96.92 |
| 2021-09-30 | $57k | 650 | 87.69 |
| 2021-06-30 | $58k | 650 | 89.23 |
| 2021-03-31 | $61k | 650 | 93.85 |
| 2020-12-31 | $60k | 650 | 92.31 |
| 2020-09-30 | $63k | 650 | 96.92 |
| 2020-06-30 | $57k | 650 | 87.69 |
| 2020-03-31 | $57k | 650 | 87.69 |
| 2019-12-31 | $60k | 650 | 92.31 |
| 2019-09-30 | $62k | 650 | 95.38 |
| 2019-06-30 | $54k | 650 | 83.08 |
| 2019-03-31 | $51k | 650 | 78.46 |
| 2018-12-31 | $45k | 650 | 69.23 |
| 2018-09-30 | $63k | 950 | 66.32 |
| 2018-06-30 | $68k | 1.1k | 64.76 |
| 2018-03-31 | $66k | 1.1k | 62.86 |
| 2017-12-31 | $342k | 5.2k | 66.41 |
| 2017-09-30 | $330k | 5.3k | 62.86 |
| 2017-06-30 | $335k | 5.5k | 61.47 |
| 2017-03-31 | $379k | 6.3k | 60.63 |
| 2016-12-31 | $390k | 6.7k | 58.65 |
| 2016-09-30 | $799k | 13k | 59.85 |
| 2016-06-30 | $757k | 12k | 65.26 |
| 2016-03-31 | $312k | 5.2k | 60.00 |
| 2015-09-30 | $41k | 789 | 51.96 |
| 2015-06-30 | $35k | 789 | 44.36 |
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