A detailed history of Cary Street Partners Investment Advisory LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 5,487 shares of WEC stock, worth $519,673. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,487
Previous 5,855 6.29%
Holding current value
$519,673
Previous $459,000 14.81%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 30, 2024

SELL
$77.68 - $96.19 $28,586 - $35,397
-368 Reduced 6.29%
5,487 $527,000
Q2 2024

Jul 22, 2024

SELL
$77.8 - $85.58 $51,814 - $56,996
-666 Reduced 10.21%
5,855 $459,000
Q1 2024

Apr 30, 2024

BUY
$76.46 - $86.61 $29,131 - $32,998
381 Added 6.21%
6,521 $535,000
Q4 2023

Feb 07, 2024

BUY
$77.03 - $87.0 $472,964 - $534,180
6,140 New
6,140 $516,000
Q3 2023

Nov 13, 2023

BUY
$79.88 - $92.54 $559 - $647
7 Added 0.29%
2,457 $197,000
Q2 2023

Aug 10, 2023

BUY
$86.19 - $98.64 $37,147 - $42,513
431 Added 21.35%
2,450 $216,000
Q1 2023

May 12, 2023

SELL
$86.57 - $98.21 $4,501 - $5,106
-52 Reduced 2.51%
2,019 $191,000
Q4 2022

Feb 14, 2023

BUY
$84.3 - $99.14 $174,585 - $205,318
2,071 New
2,071 $194,000
Q2 2022

Aug 15, 2022

BUY
$90.37 - $108.28 $99,316 - $118,999
1,099 New
1,099 $111,000
Q4 2020

Feb 12, 2021

SELL
$88.68 - $104.85 $14,986 - $17,719
-169 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$87.46 - $99.15 $14,780 - $16,756
169 New
169 $16,000

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 $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...
More about WEC
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