Wec Energy Group shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $39k | 343 | 114.59 |
| 2025-06-30 | $36k | 343 | 104.20 |
| 2025-03-31 | $37k | 343 | 108.98 |
| 2024-12-31 | $32k | 343 | 94.04 |
| 2024-09-30 | $33k | 343 | 96.18 |
| 2024-06-30 | $27k | 343 | 78.46 |
| 2024-03-31 | $28k | 343 | 82.12 |