Back to WEC
Shakespeare Wealth Management, LLC → WEC
Shakespeare Wealth Management, LLC WEC Position History
WEC Energy Group, Inc. • Utilities
Quarters held
8
Latest value
$2.6M
Q3 2026
Peak value
$3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.8M |
| Q3 2025 | $1.1M |
| Q4 2025 | $1.6M |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.1M |
| Q1 2026 | $1.8M |
| Q2 2026 | $3M |
| Q3 2026 | $2.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.6M | 25.9K | — | — |
| Q2 2026 | $3M | 25.9K | — | — |
| Q1 2026 | $1.8M | 15.6K | — | — |
| Q1 2026 | $1.1M | 9.7K | — | — |
| Q4 2025 | $1.1M | 10.0K | — | — |
| Q4 2025 | $1.6M | 15.6K | — | — |
| Q3 2025 | $1.1M | 10.0K | — | — |
| Q3 2025 | $1.8M | 15.6K | — | — |
Other funds holding WEC
$2.5B
$2.5B
$2.5B
$727.9M
$644.7M
$588.9M
$585.6M