A detailed history of Concord Wealth Partners transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Concord Wealth Partners holds 777 shares of WEC stock, worth $73,589. This represents 0.01% of its overall portfolio holdings.

Number of Shares
777
Previous 644 20.65%
Holding current value
$73,589
Previous $50,000 48.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 24, 2024

BUY
$77.68 - $96.19 $10,331 - $12,793
133 Added 20.65%
777 $74,000
Q2 2023

Aug 07, 2023

SELL
$86.19 - $98.64 $47,404 - $54,252
-550 Reduced 46.06%
644 $56,000
Q1 2023

Apr 26, 2023

SELL
$86.57 - $98.21 $52,547 - $59,613
-607 Reduced 33.7%
1,194 $113,000
Q4 2022

Jan 27, 2023

BUY
$84.3 - $99.14 $151,824 - $178,551
1,801 New
1,801 $168,000
Q2 2022

Aug 04, 2022

SELL
$90.37 - $108.28 $4,879 - $5,847
-54 Reduced 2.77%
1,897 $191,000
Q1 2022

Apr 20, 2022

BUY
$88.34 - $100.29 $5,742 - $6,518
65 Added 3.45%
1,951 $195,000
Q4 2021

Jan 21, 2022

BUY
$86.93 - $98.36 $159,603 - $180,588
1,836 Added 3672.0%
1,886 $183,000
Q3 2021

Nov 09, 2021

SELL
$87.77 - $97.59 $3,861 - $4,293
-44 Reduced 46.81%
50 $4,000
Q2 2021

Jul 29, 2021

BUY
$88.95 - $99.26 $3,646 - $4,069
41 Added 77.36%
94 $8,000
Q1 2021

May 13, 2021

SELL
$80.64 - $94.79 $3,790 - $4,455
-47 Reduced 47.0%
53 $5,000
Q4 2020

Feb 16, 2021

BUY
$88.68 - $104.85 $8,868 - $10,485
100 New
100 $9,000

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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