Avantax Planning Partners, Inc. Wec Energy Group, Inc. Transaction History

Avantax Planning Partners, Inc.

$2.78 Billion
Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 9,181 shares of WEC stock, worth $869,532. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,181

Previous 9,348 1.79%

Holding current value

$869,532

Previous $733,000 20.46%

% of portfolio

0.03%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$77.68 - $96.19 $12,972 - $16,063	-167 Reduced 1.79%	9,181 $883,000
Q2 2024 Aug 09, 2024	BUY	$77.8 - $85.58 $20,928 - $23,021	269 Added 2.96%	9,348 $733,000
Q4 2023 Feb 09, 2024	BUY	$77.03 - $87.0 $32,044 - $36,192	416 Added 4.8%	9,079 $764,000
Q3 2023 Nov 03, 2023	SELL	$79.88 - $92.54 $2,476 - $2,868	-31 Reduced 0.36%	8,663 $697,000
Q2 2023 Jul 17, 2023	SELL	$86.19 - $98.64 $209,441 - $239,695	-2,430 Reduced 21.84%	8,694 $767,000
Q1 2023 Apr 20, 2023	BUY	$86.57 - $98.21 $211,490 - $239,927	2,443 Added 28.14%	11,124 $1.05 Million
Q4 2022 Feb 09, 2023	BUY	$84.3 - $99.14 $211,508 - $248,742	2,509 Added 40.65%	8,681 $813,000
Q3 2022 Oct 14, 2022	SELL	$89.43 - $107.65 $121,267 - $145,973	-1,356 Reduced 18.01%	6,172 $552,000
Q2 2022 Jul 18, 2022	SELL	$90.37 - $108.28 $16,447 - $19,706	-182 Reduced 2.36%	7,528 $758,000
Q1 2022 May 09, 2022	SELL	$88.34 - $100.29 $1.25 Million - $1.42 Million	-14,154 Reduced 64.74%	7,710 $770,000
Q4 2021 Jan 28, 2022	SELL	$86.93 - $98.36 $449,167 - $508,226	-5,167 Reduced 19.12%	21,864 $2.12 Million
Q3 2021 Oct 27, 2021	SELL	$87.77 - $97.59 $18,256 - $20,298	-208 Reduced 0.76%	27,031 $2.38 Million
Q2 2021 Aug 10, 2021	BUY	$88.95 - $99.26 $1.89 Million - $2.11 Million	21,242 Added 354.21%	27,239 $2.42 Million
Q1 2021 May 06, 2021	BUY	$80.64 - $94.79 $14,918 - $17,536	185 Added 3.18%	5,997 $561,000
Q1 2020 Apr 27, 2020	SELL	$70.89 - $104.72 $638 - $942	-9 Reduced 0.15%	5,812 $512,000
Q4 2019 Jan 15, 2020	SELL	$87.14 - $96.08 $261 - $288	-3 Reduced 0.05%	5,821 $537,000
Q2 2019 Aug 07, 2019	SELL	$76.29 - $85.42 $2,593 - $2,904	-34 Reduced 0.58%	5,824 $497,000
Q1 2019 May 08, 2019	BUY	$67.58 - $79.9 $4,325 - $5,113	64 Added 1.1%	5,858 $463,000
Q4 2018 Feb 14, 2019	SELL	$66.65 - $74.96 $10,064 - $11,318	-151 Reduced 2.54%	5,794 $401,000
Q3 2018 Nov 13, 2018	BUY	$64.03 - $69.29 $136,960 - $148,211	2,139 Added 56.2%	5,945 $397,000
Q2 2018 Aug 13, 2018	SELL	$58.6 - $64.67 $13,009 - $14,356	-222 Reduced 5.51%	3,806 $246,000
Q1 2018 May 15, 2018	SELL	$59.47 - $65.77 $5,292 - $5,853	-89 Reduced 2.16%	4,028 $253,000
Q4 2017 Feb 09, 2018	SELL	$63.32 - $69.53 $52,302 - $57,431	-826 Reduced 16.71%	4,117 $273,000
Q3 2017 Oct 19, 2017	BUY	$62.78 - $67.04 $310,321 - $331,378	4,943	4,943 $310,000

Others Institutions Holding WEC

# of Institutions

1,225

Shares Held

254M

Call Options Held

657K

Put Options Held

1.3M

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 $29.9B
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...

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Avantax Planning Partners, Inc. Wec Energy Group, Inc. Transaction History