A detailed history of Cerro Pacific Wealth Advisors LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Cerro Pacific Wealth Advisors LLC holds 4,634 shares of WEC stock, worth $438,886. This represents 0.16% of its overall portfolio holdings.

Number of Shares
4,634
Previous 4,634 -0.0%
Holding current value
$438,886
Previous $363,000 22.59%
% of portfolio
0.16%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$77.8 - $85.58 $35,321 - $38,853
454 Added 10.86%
4,634 $363,000
Q1 2023

May 10, 2023

BUY
$86.57 - $98.21 $2,077 - $2,357
24 Added 0.58%
4,180 $396,000
Q4 2022

Jan 18, 2023

SELL
$84.3 - $99.14 $252 - $297
-3 Reduced 0.07%
4,156 $0
Q3 2022

Oct 12, 2022

SELL
$89.43 - $107.65 $39,349 - $47,366
-440 Reduced 9.57%
4,159 $372,000
Q2 2022

Jul 18, 2022

SELL
$90.37 - $108.28 $55,306 - $66,267
-612 Reduced 11.74%
4,599 $463,000
Q1 2022

Apr 13, 2022

BUY
$88.34 - $100.29 $4,682 - $5,315
53 Added 1.03%
5,211 $520,000
Q4 2021

Jan 19, 2022

SELL
$86.93 - $98.36 $45,725 - $51,737
-526 Reduced 9.25%
5,158 $501,000
Q3 2021

Nov 09, 2021

SELL
$87.77 - $97.59 $191,865 - $213,331
-2,186 Reduced 27.78%
5,684 $501,000
Q2 2021

Aug 16, 2021

SELL
$88.95 - $99.26 $198,714 - $221,746
-2,234 Reduced 22.11%
7,870 $700,000
Q4 2020

Feb 12, 2021

BUY
$88.68 - $104.85 $896,022 - $1.06 Million
10,104 New
10,104 $930,000

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
Track This Portfolio

Track Cerro Pacific Wealth Advisors LLC Portfolio

Follow Cerro Pacific Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cerro Pacific Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cerro Pacific Wealth Advisors LLC with notifications on news.