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Wec Energy Group shares owned by Patriot Financial Group Insurance Agency

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Patriot Financial Group Insurance Agency from 13F filings

Historical chart of Patriot Financial Group Insurance Agency investment in Wec Energy Group

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All positions including Wec Energy Group held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Patriot Financial Group Insurance Agency

Quarter filed Position value Share count Share price at filing
2025-09-30 $934k 8.2k 114.59
2025-06-30 $829k 8.0k 104.20
2025-03-31 $820k 7.5k 108.98
2024-12-31 $686k 7.3k 94.04
2024-09-30 $651k 6.8k 96.18
2023-03-31 $210k 2.2k 94.78
2022-12-31 $207k 2.2k 93.76
2022-06-30 $221k 2.2k 100.87
2022-03-31 $218k 2.2k 99.86
2021-12-31 $211k 2.2k 97.06
2021-09-30 $191k 2.2k 88.22
2021-06-30 $193k 2.2k 89.02
2021-03-31 $202k 2.2k 93.43
2020-12-31 $198k 2.2k 91.88
2020-09-30 $209k 2.2k 96.98
2020-06-30 $189k 2.2k 87.70
2020-03-31 $190k 2.2k 88.13
2019-12-31 $218k 2.4k 92.29
2019-09-30 $320k 3.4k 95.18
2019-06-30 $283k 3.4k 84.18
2019-03-31 $189k 2.4k 79.01
2018-12-31 $162k 2.3k 69.29
2018-09-30 $20k 300 66.67