Wec Energy Group shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $904k | 7.9k | 114.59 |
| 2025-06-30 | $863k | 8.3k | 104.20 |
| 2025-03-31 | $892k | 8.2k | 108.98 |
| 2024-12-31 | $742k | 7.9k | 94.04 |
| 2024-09-30 | $739k | 7.7k | 96.18 |
| 2024-06-30 | $309k | 3.9k | 78.46 |
| 2024-03-31 | $324k | 3.9k | 82.12 |
| 2023-12-31 | $359k | 4.3k | 84.17 |
| 2023-09-30 | $374k | 4.6k | 80.55 |
| 2023-06-30 | $338k | 3.8k | 88.24 |
| 2023-03-31 | $387k | 4.1k | 94.79 |
| 2022-12-31 | $296k | 3.2k | 93.76 |
| 2022-09-30 | $286k | 3.2k | 89.49 |
| 2022-06-30 | $322k | 3.2k | 100.75 |
| 2022-03-31 | $319k | 3.2k | 99.66 |
| 2021-12-31 | $310k | 3.2k | 97.00 |
| 2021-09-30 | $285k | 3.2k | 88.26 |
| 2021-06-30 | $285k | 3.2k | 88.84 |
| 2021-03-31 | $302k | 3.2k | 93.53 |
| 2020-12-31 | $323k | 3.5k | 91.94 |
| 2020-09-30 | $283k | 2.9k | 96.75 |
| 2020-06-30 | $256k | 2.9k | 87.52 |
| 2020-03-31 | $229k | 2.6k | 88.28 |
| 2019-12-31 | $239k | 2.6k | 92.14 |
| 2019-09-30 | $279k | 2.9k | 95.03 |
| 2019-06-30 | $254k | 3.1k | 83.25 |
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