A detailed history of Avantax Advisory Services, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 53,055 shares of WEC stock, worth $5.2 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
53,055
Previous 34,739 52.72%
Holding current value
$5.2 Million
Previous $2.73 Million 87.27%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Nov 13, 2024

BUY
$77.68 - $96.19 $1.42 Million - $1.76 Million
18,316 Added 52.72%
53,055 $5.1 Million
Q2 2024

Aug 09, 2024

SELL
$77.8 - $85.58 $370,172 - $407,189
-4,758 Reduced 12.05%
34,739 $2.73 Million
Q1 2024

May 08, 2024

BUY
$76.46 - $86.61 $438,345 - $496,535
5,733 Added 16.98%
39,497 $3.24 Million
Q4 2023

Feb 07, 2024

BUY
$77.03 - $87.0 $264,752 - $299,019
3,437 Added 11.33%
33,764 $2.84 Million
Q3 2023

Nov 07, 2023

BUY
$79.88 - $92.54 $149,056 - $172,679
1,866 Added 6.56%
30,327 $2.44 Million
Q2 2023

Aug 11, 2023

BUY
$86.19 - $98.64 $264,258 - $302,430
3,066 Added 12.07%
28,461 $2.51 Million
Q1 2023

Apr 28, 2023

BUY
$86.57 - $98.21 $1.41 Million - $1.6 Million
16,261 Added 178.03%
25,395 $2.41 Million
Q4 2022

Feb 13, 2023

BUY
$84.3 - $99.14 $447,295 - $526,036
5,306 Added 138.61%
9,134 $856,000
Q3 2022

Nov 01, 2022

BUY
$89.43 - $107.65 $6,796 - $8,181
76 Added 2.03%
3,828 $342,000
Q2 2022

Aug 02, 2022

BUY
$90.37 - $108.28 $6,597 - $7,904
73 Added 1.98%
3,752 $378,000
Q1 2022

Apr 27, 2022

BUY
$88.34 - $100.29 $7,950 - $9,026
90 Added 2.51%
3,679 $364,000
Q4 2021

Jan 24, 2022

BUY
$86.93 - $98.36 $5,302 - $5,999
61 Added 1.73%
3,589 $348,000
Q3 2021

Oct 21, 2021

BUY
$87.77 - $97.59 $1,316 - $1,463
15 Added 0.43%
3,528 $311,000
Q2 2021

Jul 29, 2021

SELL
$88.95 - $99.26 $1,779 - $1,985
-20 Reduced 0.57%
3,513 $314,000
Q1 2021

May 13, 2021

BUY
$80.64 - $94.79 $13,628 - $16,019
169 Added 5.02%
3,533 $330,000
Q4 2020

Jan 22, 2021

SELL
$88.68 - $104.85 $507,426 - $599,951
-5,722 Reduced 62.98%
3,364 $308,000
Q3 2020

Oct 14, 2020

BUY
$87.46 - $99.15 $566,915 - $642,690
6,482 Added 248.92%
9,086 $882,000
Q2 2020

Aug 06, 2020

SELL
$83.52 - $100.34 $22,800 - $27,392
-273 Reduced 9.49%
2,604 $228,000
Q1 2020

Apr 30, 2020

SELL
$70.89 - $104.72 $8,081 - $11,938
-114 Reduced 3.81%
2,877 $253,000
Q4 2019

Feb 14, 2020

BUY
$87.14 - $96.08 $260,635 - $287,375
2,991 New
2,991 $274,000

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
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