Wec Energy Group shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 11k | 96.18 |
| 2024-06-30 | $833k | 11k | 78.46 |
| 2024-03-31 | $856k | 10k | 82.12 |
| 2023-12-31 | $869k | 10k | 84.17 |
| 2023-09-30 | $453k | 5.6k | 80.54 |
| 2023-06-30 | $494k | 5.6k | 88.24 |
| 2023-03-31 | $525k | 5.5k | 94.79 |
| 2022-12-31 | $513k | 5.5k | 93.75 |
| 2022-09-30 | $457k | 5.1k | 89.42 |
| 2022-06-30 | $486k | 4.8k | 100.73 |
| 2022-03-31 | $473k | 4.7k | 99.85 |
| 2021-12-31 | $453k | 4.7k | 97.17 |
| 2021-09-30 | $405k | 4.6k | 88.20 |
| 2021-06-30 | $398k | 4.5k | 89.00 |
| 2021-03-31 | $409k | 4.4k | 93.64 |
| 2020-12-31 | $395k | 4.4k | 89.31 |
| 2020-09-30 | $419k | 4.3k | 96.86 |
| 2020-06-30 | $362k | 4.1k | 87.65 |
| 2020-03-31 | $514k | 5.8k | 88.19 |
| 2019-12-31 | $476k | 5.2k | 92.23 |
| 2019-09-30 | $462k | 5.0k | 91.63 |
| 2019-06-30 | $391k | 4.6k | 85.80 |
| 2019-03-31 | $350k | 4.4k | 79.10 |
| 2018-12-31 | $274k | 4.0k | 69.28 |