Wec Energy Group shares owned by Wealth Alliance
Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in Wec Energy Group
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Quarterly reported holdings in Wec Energy Group by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 15k | 114.59 |
| 2025-06-30 | $1.5M | 15k | 104.20 |
| 2025-03-31 | $1.6M | 14k | 108.98 |
| 2024-12-31 | $1.3M | 14k | 94.04 |
| 2024-09-30 | $1.3M | 14k | 96.18 |
| 2024-06-30 | $719k | 9.2k | 78.46 |
| 2024-03-31 | $688k | 8.4k | 82.12 |
| 2023-12-31 | $793k | 9.4k | 84.17 |
| 2023-09-30 | $799k | 9.9k | 80.55 |
| 2023-06-30 | $867k | 9.8k | 88.24 |
| 2023-03-31 | $936k | 9.9k | 94.79 |
| 2022-12-31 | $909k | 9.7k | 93.76 |
| 2022-09-30 | $869k | 9.7k | 89.45 |
| 2022-06-30 | $969k | 9.6k | 100.69 |
| 2022-03-31 | $990k | 9.9k | 99.82 |
| 2021-12-31 | $932k | 9.6k | 97.05 |
| 2021-09-30 | $677k | 7.7k | 88.24 |
| 2021-06-30 | $678k | 7.6k | 88.95 |
| 2021-03-31 | $583k | 6.2k | 93.56 |
| 2020-12-31 | $691k | 7.5k | 92.10 |
| 2020-09-30 | $687k | 7.1k | 96.90 |
| 2020-06-30 | $595k | 6.8k | 87.58 |
| 2020-03-31 | $625k | 7.1k | 88.07 |