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Wec Energy Group shares owned by Liberty Wealth Management

Quarter-by-quarter ownership of Wec Energy Group (WEC) shares owned by Liberty Wealth Management from 13F filings

Historical chart of Liberty Wealth Management investment in Wec Energy Group

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All positions including Wec Energy Group held by Liberty Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wec Energy Group by Liberty Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 2.7k 82.17
2023-06-30 $208k 2.4k 88.25
2023-03-31 $222k 2.3k 94.81
2022-06-30 $212k 2.1k 100.52
2022-03-31 $209k 2.1k 99.71
2021-12-31 $242k 2.5k 97.03
2021-09-30 $221k 2.5k 88.34
2021-06-30 $2.2M 169k 13.04
2021-03-31 $120k 1.4k 88.30
2020-12-31 $120k 1.4k 88.30
2020-09-30 $129k 1.3k 96.77
2020-06-30 $66k 755 87.42
2020-03-31 $73k 824 88.59
2019-12-31 $76k 823 92.35
2019-09-30 $78k 824 94.66
2019-06-30 $253k 3.0k 83.36
2019-03-31 $21k 267 78.65
2018-12-31 $18k 267 67.42