Wec Energy Group shares owned by Pacific Capital Wealth Advisors
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Pacific Capital Wealth Advisors
from 13F filings
Historical chart of Pacific Capital Wealth Advisors investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Pacific Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $199k | 2.1k | 94.04 |
| 2024-09-30 | $203k | 2.1k | 96.18 |
| 2024-06-30 | $166k | 2.1k | 78.46 |
| 2024-03-31 | $173k | 2.1k | 82.12 |
| 2023-12-31 | $178k | 2.1k | 84.17 |
| 2023-06-30 | $220k | 2.5k | 88.24 |
| 2023-03-31 | $236k | 2.5k | 94.79 |
| 2022-12-31 | $234k | 2.5k | 93.76 |
| 2022-09-30 | $226k | 2.5k | 89.29 |
| 2022-06-30 | $255k | 2.5k | 100.75 |
| 2022-03-31 | $253k | 2.5k | 99.96 |
| 2021-12-31 | $246k | 2.5k | 97.19 |
| 2021-09-30 | $223k | 2.5k | 88.11 |
| 2021-06-30 | $225k | 2.5k | 88.90 |
| 2021-03-31 | $237k | 2.5k | 93.64 |
| 2020-12-31 | $230k | 2.5k | 91.93 |
| 2020-09-30 | $242k | 2.5k | 96.72 |
| 2020-06-30 | $219k | 2.5k | 87.53 |
| 2020-03-31 | $222k | 2.5k | 88.06 |
| 2019-12-31 | $252k | 2.7k | 92.27 |
More positions owned by Pacific Capital Wealth Advisors
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