Wec Energy Group shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 26k | 114.59 |
| 2025-06-30 | $2.6M | 25k | 104.20 |
| 2025-03-31 | $2.8M | 25k | 108.98 |
| 2024-12-31 | $2.4M | 26k | 94.04 |
| 2024-09-30 | $2.5M | 26k | 96.18 |
| 2024-03-31 | $2.1M | 25k | 82.12 |
| 2023-09-30 | $2.1M | 26k | 80.55 |
| 2023-06-30 | $2.2M | 25k | 88.24 |
| 2023-03-31 | $2.4M | 25k | 94.79 |
| 2022-12-31 | $2.3M | 25k | 93.76 |
| 2022-09-30 | $2.2M | 25k | 89.45 |
| 2022-06-30 | $2.5M | 25k | 99.30 |
| 2022-03-31 | $2.5M | 25k | 100.51 |
| 2021-12-31 | $2.4M | 25k | 97.09 |
| 2021-09-30 | $2.2M | 25k | 87.64 |
| 2021-06-30 | $2.4M | 25k | 96.32 |
| 2021-03-31 | $924k | 9.9k | 93.56 |
| 2020-12-31 | $909k | 9.9k | 92.04 |
| 2020-09-30 | $1.0M | 11k | 96.92 |
| 2020-06-30 | $1.0M | 12k | 87.63 |
More positions owned by Shakespeare Wealth Management
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