A detailed history of Baker Tilly Wealth Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,488 shares of WEC stock, worth $349,390. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,488
Previous 4,185 7.24%
Holding current value
$349,390
Previous $352,000 4.55%
% of portfolio
0.07%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$76.46 - $86.61 $23,167 - $26,242
303 Added 7.24%
4,488 $368,000
Q4 2023

Jan 10, 2024

SELL
$77.03 - $87.0 $35,048 - $39,585
-455 Reduced 9.81%
4,185 $352,000
Q3 2023

Oct 10, 2023

BUY
$79.88 - $92.54 $8,067 - $9,346
101 Added 2.23%
4,640 $373,000
Q2 2023

Jul 20, 2023

BUY
$86.19 - $98.64 $19,651 - $22,489
228 Added 5.29%
4,539 $400,000
Q1 2023

Apr 12, 2023

BUY
$86.57 - $98.21 $2,770 - $3,142
32 Added 0.75%
4,311 $408,000
Q4 2022

Jan 26, 2023

SELL
$84.3 - $99.14 $96,945 - $114,011
-1,150 Reduced 21.18%
4,279 $0
Q3 2022

Oct 20, 2022

SELL
$89.43 - $107.65 $8,227 - $9,903
-92 Reduced 1.67%
5,429 $486,000
Q2 2022

Jul 28, 2022

SELL
$90.37 - $108.28 $16,808 - $20,140
-186 Reduced 3.26%
5,521 $556,000
Q1 2022

Apr 27, 2022

SELL
$88.34 - $100.29 $55,035 - $62,480
-623 Reduced 9.84%
5,707 $570,000
Q4 2021

Feb 08, 2022

BUY
$86.93 - $98.36 $115,443 - $130,622
1,328 Added 26.55%
6,330 $614,000
Q3 2021

Nov 02, 2021

SELL
$87.77 - $97.59 $135,867 - $151,069
-1,548 Reduced 23.63%
5,002 $441,000
Q2 2021

Jul 30, 2021

SELL
$88.95 - $99.26 $22,860 - $25,509
-257 Reduced 3.78%
6,550 $583,000
Q1 2021

Apr 28, 2021

BUY
$80.64 - $94.79 $228,533 - $268,634
2,834 Added 71.33%
6,807 $637,000
Q4 2020

Feb 03, 2021

BUY
$88.68 - $104.85 $352,325 - $416,569
3,973 New
3,973 $366,000

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 $24.6B
  • 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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