Wec Energy Group shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Wec Energy Group
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All positions including Wec Energy Group held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wec Energy Group by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.9M | 25k | 116.77 |
| 2024-12-31 | $22k | 229 | 96.33 |
| 2024-03-31 | $2.8M | 34k | 82.12 |
| 2023-12-31 | $3.4M | 40k | 84.17 |
| 2023-09-30 | $3.3M | 41k | 80.55 |
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