A detailed history of Atria Wealth Solutions, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,960 shares of WEC stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
13,960
Previous 13,199 5.77%
Holding current value
$1.37 Million
Previous $1.04 Million 29.66%
% of portfolio
0.02%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$77.68 - $96.19 $59,114 - $73,200
761 Added 5.77%
13,960 $1.34 Million
Q2 2024

Jul 22, 2024

BUY
$77.8 - $85.58 $167,347 - $184,082
2,151 Added 19.47%
13,199 $1.04 Million
Q1 2024

May 13, 2024

BUY
$76.46 - $86.61 $52,528 - $59,501
687 Added 6.63%
11,048 $907,000
Q4 2023

Feb 02, 2024

BUY
$77.03 - $87.0 $579,419 - $654,414
7,522 Added 264.95%
10,361 $872,000
Q3 2023

Nov 08, 2023

SELL
$79.88 - $92.54 $220,868 - $255,873
-2,765 Reduced 49.34%
2,839 $228,000
Q2 2023

Aug 03, 2023

BUY
$86.19 - $98.64 $24,477 - $28,013
284 Added 5.34%
5,604 $494,000
Q1 2023

Aug 22, 2023

SELL
$86.57 - $98.21 $29,260 - $33,194
-338 Reduced 6.03%
5,266 $499,000
Q1 2023

Jun 14, 2023

BUY
$86.57 - $98.21 $4,674 - $5,303
54 Added 1.03%
5,320 $504,000
Q1 2023

May 10, 2023

SELL
$86.57 - $98.21 $12,466 - $14,142
-144 Reduced 2.66%
5,266 $499,000
Q4 2022

Aug 30, 2023

SELL
$84.3 - $99.14 $23,941 - $28,155
-284 Reduced 5.07%
5,320 $498,000
Q4 2022

Feb 13, 2023

BUY
$84.3 - $99.14 $10,959 - $12,888
130 Added 2.46%
5,410 $507,000
Q3 2022

Feb 13, 2023

SELL
$89.43 - $107.65 $261,761 - $315,091
-2,927 Reduced 35.66%
5,280 $472,000
Q3 2022

Nov 14, 2022

BUY
$89.43 - $107.65 $252,908 - $304,434
2,828 Added 52.57%
8,207 $804,000
Q2 2022

Aug 15, 2022

BUY
$90.37 - $108.28 $87,930 - $105,356
973 Added 22.08%
5,379 $541,000
Q1 2022

May 16, 2022

BUY
$88.34 - $100.29 $389,226 - $441,877
4,406 New
4,406 $440,000

Others Institutions Holding WEC

About WEC ENERGY GROUP, INC.


  • Ticker WEC
  • Exchange NYSE
  • Sector Utilities
  • Industry Utilities—Regulated Electric
  • Shares Outstandng 315,435,008
  • Market Cap $30.9B
  • Description
  • WEC Energy Group, Inc., through its subsidiaries, provides regulated natural gas and electricity, and renewable and nonregulated renewable energy services in the United States. The company operates through six segments: Wisconsin, Illinois, Other States, Electric Transmission, Non-Utility Energy Infrastructure, and Corporate and Other. It genera...
More about WEC
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.