Wec Energy Group shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $401k | 4.1k | 98.75 |
| 2024-06-30 | $254k | 3.2k | 78.19 |
| 2024-03-31 | $256k | 3.3k | 77.80 |
| 2023-12-31 | $380k | 4.7k | 80.40 |
| 2023-09-30 | $513k | 6.2k | 82.45 |
| 2023-06-30 | $552k | 6.3k | 88.24 |
| 2023-03-31 | $547k | 5.7k | 95.94 |
| 2022-12-31 | $242k | 2.6k | 93.06 |
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