Wec Energy Group shares owned by ValMark Advisers
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by ValMark Advisers
from 13F filings
Historical chart of ValMark Advisers investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 9.2k | 114.59 |
| 2025-06-30 | $970k | 9.3k | 104.20 |
| 2025-03-31 | $1.0M | 9.4k | 108.98 |
| 2024-12-31 | $867k | 9.2k | 94.04 |
| 2024-09-30 | $840k | 8.7k | 96.18 |
| 2024-06-30 | $701k | 8.9k | 78.46 |
| 2024-03-31 | $742k | 9.0k | 82.12 |
| 2023-12-31 | $776k | 9.2k | 84.17 |
| 2023-09-30 | $849k | 11k | 80.55 |
| 2023-06-30 | $932k | 11k | 88.24 |
| 2023-03-31 | $1.0M | 11k | 94.79 |
| 2022-12-31 | $1.0M | 11k | 93.76 |
| 2022-09-30 | $966k | 11k | 89.44 |
| 2022-06-30 | $1.1M | 11k | 100.66 |
| 2022-03-31 | $1.1M | 11k | 99.83 |
| 2021-12-31 | $1.0M | 11k | 97.08 |
| 2021-09-30 | $975k | 11k | 88.22 |
| 2021-06-30 | $982k | 11k | 88.95 |
| 2021-03-31 | $997k | 11k | 93.62 |
| 2020-12-31 | $949k | 10k | 92.06 |
| 2020-09-30 | $389k | 4.0k | 96.94 |
| 2020-06-30 | $355k | 4.0k | 87.74 |
| 2020-03-31 | $376k | 4.3k | 88.02 |
| 2019-12-31 | $367k | 4.0k | 92.23 |
| 2019-09-30 | $397k | 4.2k | 95.18 |