Atria Wealth Solutions, Inc. Wec Energy Group, Inc. Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 4,684 shares of WEC stock, worth $536,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,684

Previous 9,412 50.23%

Holding current value

$536,739

Previous $1.03 Million 52.39%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$102.24 - $109.76 $483,390 - $518,945	-4,728 Reduced 50.23%	4,684 $488,000
Q1 2025 May 09, 2025	SELL	$92.12 - $108.98 $1.01 Million - $1.2 Million	-10,982 Reduced 53.85%	9,412 $1.03 Million
Q4 2024 Jan 31, 2025	BUY	$92.94 - $101.82 $597,975 - $655,109	6,434 Added 46.09%	20,394 $1.92 Million
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

# of Institutions

1,414

Shares Held

271M

Call Options Held

843K

Put Options Held

904K

View Full List

About WEC ENERGY GROUP, INC.

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $36.1B
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...

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Atria Wealth Solutions, Inc. Wec Energy Group, Inc. Transaction History