Baker Tilly Wealth Management, LLC Wec Energy Group, Inc. Transaction History

Baker Tilly Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,225

254M

657K

1.3M

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $29.3B
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...

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.