Wec Energy Group shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $601k | 7.3k | 82.12 |
| 2023-12-31 | $639k | 7.6k | 84.17 |
| 2023-09-30 | $648k | 8.0k | 80.55 |
| 2023-06-30 | $836k | 9.5k | 88.24 |
| 2023-03-31 | $1.1M | 12k | 94.79 |
| 2022-12-31 | $1.3M | 14k | 93.76 |
| 2022-09-30 | $1.3M | 15k | 89.47 |
| 2022-06-30 | $1.5M | 15k | 100.62 |
| 2022-03-31 | $1.5M | 15k | 99.79 |
| 2021-12-31 | $1.5M | 16k | 97.09 |
| 2021-09-30 | $1.3M | 14k | 88.22 |
| 2021-06-30 | $1.4M | 15k | 88.94 |
| 2021-03-31 | $1.6M | 17k | 93.57 |
| 2020-12-31 | $2.2M | 24k | 92.02 |
| 2020-09-30 | $2.4M | 25k | 96.90 |
| 2020-06-30 | $2.5M | 28k | 87.65 |
| 2020-03-31 | $2.6M | 29k | 88.12 |
| 2019-12-31 | $4.2M | 45k | 92.23 |
| 2019-09-30 | $4.5M | 47k | 95.09 |
| 2019-06-30 | $3.8M | 46k | 83.36 |
| 2019-03-31 | $4.8M | 60k | 80.36 |
| 2018-12-31 | $4.4M | 65k | 67.76 |
| 2018-09-30 | $3.8M | 57k | 66.65 |
| 2018-06-30 | $3.9M | 58k | 66.98 |
| 2018-03-31 | $3.6M | 57k | 62.70 |
| 2017-12-31 | $3.5M | 53k | 66.43 |
| 2017-09-30 | $3.2M | 50k | 63.59 |
| 2017-06-30 | $3.2M | 52k | 61.39 |
| 2017-03-31 | $3.2M | 52k | 60.95 |
| 2016-12-31 | $2.6M | 45k | 58.65 |
| 2016-09-30 | $2.4M | 41k | 59.87 |
| 2016-06-30 | $2.5M | 39k | 65.31 |
| 2016-03-31 | $2.4M | 39k | 60.07 |
| 2015-12-31 | $1.7M | 33k | 51.32 |