A detailed history of Bergan Kdv Wealth Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 859 shares of WEC stock, worth $84,164. This represents 0.01% of its overall portfolio holdings.

Number of Shares
859
Previous 1,269 32.31%
Holding current value
$84,164
Previous $120,000 37.5%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$86.19 - $98.64 $35,337 - $40,442
-410 Reduced 32.31%
859 $75,000
Q1 2023

Apr 27, 2023

BUY
$86.57 - $98.21 $50,730 - $57,551
586 Added 85.8%
1,269 $120,000
Q4 2022

Jan 31, 2023

SELL
$84.3 - $99.14 $15,595 - $18,340
-185 Reduced 21.31%
683 $64,000
Q3 2022

Oct 24, 2022

SELL
$89.43 - $107.65 $26,292 - $31,649
-294 Reduced 25.3%
868 $78,000
Q2 2022

Jul 13, 2022

BUY
$90.37 - $108.28 $271 - $324
3 Added 0.26%
1,162 $117,000
Q4 2021

Jan 28, 2022

BUY
$86.93 - $98.36 $86 - $98
1 Added 0.09%
1,159 $112,000
Q3 2021

Nov 12, 2021

SELL
$87.77 - $97.59 $87,770 - $97,590
-1,000 Reduced 46.34%
1,158 $102,000
Q2 2021

Aug 10, 2021

BUY
$88.95 - $99.26 $88,950 - $99,260
1,000 Added 86.36%
2,158 $192,000
Q1 2021

May 11, 2021

SELL
$80.64 - $94.79 $241 - $284
-3 Reduced 0.26%
1,158 $108,000
Q4 2020

Feb 04, 2021

SELL
$88.68 - $104.85 $354 - $419
-4 Reduced 0.34%
1,161 $107,000
Q2 2020

Aug 13, 2020

SELL
$83.52 - $100.34 $2,004 - $2,408
-24 Reduced 2.02%
1,165 $102,000
Q1 2020

Apr 24, 2020

BUY
$70.89 - $104.72 $638 - $942
9 Added 0.76%
1,189 $105,000
Q4 2019

Feb 10, 2020

BUY
$87.14 - $96.08 $5,576 - $6,149
64 Added 5.73%
1,180 $109,000
Q2 2018

Jul 23, 2018

BUY
$58.6 - $64.67 $65,397 - $72,171
1,116 New
1,116 $72,000

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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