Creative Planning Wec Energy Group, Inc. Transaction History

Creative Planning

$101 Billion
Q3 2024

A detailed history of Creative Planning transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Creative Planning holds 57,528 shares of WEC stock, worth $5.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

57,528

Previous 54,996 4.6%

Holding current value

$5.45 Million

Previous $4.31 Million 28.26%

% of portfolio

0.01%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	BUY	$77.68 - $96.19 $196,685 - $243,553	2,532 Added 4.6%	57,528 $5.53 Million
Q2 2024 Aug 15, 2024	SELL	$77.8 - $85.58 $41,934 - $46,127	-539 Reduced 0.97%	54,996 $4.31 Million
Q1 2024 May 10, 2024	BUY	$76.46 - $86.61 $242,836 - $275,073	3,176 Added 6.07%	55,535 $4.56 Million
Q4 2023 Feb 14, 2024	SELL	$77.03 - $87.0 $259,128 - $292,668	-3,364 Reduced 6.04%	52,359 $4.41 Million
Q3 2023 Nov 16, 2023	BUY	$79.88 - $92.54 $7,109 - $8,236	89 Added 0.16%	55,723 $4.49 Million
Q2 2023 Jul 21, 2023	BUY	$86.19 - $98.64 $468,270 - $535,911	5,433 Added 10.82%	55,634 $4.91 Million
Q1 2023 May 15, 2023	SELL	$86.57 - $98.21 $377,531 - $428,293	-4,361 Reduced 7.99%	50,201 $4.76 Million
Q4 2022 Feb 10, 2023	SELL	$84.3 - $99.14 $52,518 - $61,764	-623 Reduced 1.13%	54,562 $5.12 Million
Q3 2022 Nov 03, 2022	BUY	$89.43 - $107.65 $404,313 - $486,685	4,521 Added 8.92%	55,185 $4.94 Million
Q2 2022 Aug 15, 2022	BUY	$90.37 - $108.28 $509,415 - $610,374	5,637 Added 12.52%	50,664 $5.1 Million
Q1 2022 May 16, 2022	SELL	$88.34 - $100.29 $44,170 - $50,145	-500 Reduced 1.1%	45,027 $4.49 Million
Q4 2021 Feb 11, 2022	BUY	$86.93 - $98.36 $58,330 - $65,999	671 Added 1.5%	45,527 $4.42 Million
Q3 2021 Nov 10, 2021	BUY	$87.77 - $97.59 $119,279 - $132,624	1,359 Added 3.12%	44,856 $3.96 Million
Q2 2021 Aug 04, 2021	SELL	$88.95 - $99.26 $1.48 Million - $1.65 Million	-16,671 Reduced 27.71%	43,497 $3.87 Million
Q1 2021 Apr 30, 2021	BUY	$80.64 - $94.79 $604,235 - $710,261	7,493 Added 14.22%	60,168 $5.63 Million
Q4 2020 Jan 29, 2021	BUY	$88.68 - $104.85 $93,291 - $110,302	1,052 Added 2.04%	52,675 $4.85 Million
Q3 2020 Nov 05, 2020	BUY	$87.46 - $99.15 $73,816 - $83,682	844 Added 1.66%	51,623 $5 Million
Q2 2020 Jul 23, 2020	BUY	$83.52 - $100.34 $228,176 - $274,128	2,732 Added 5.69%	50,779 $4.45 Million
Q1 2020 May 05, 2020	BUY	$70.89 - $104.72 $106,335 - $157,080	1,500 Added 3.22%	48,047 $4.23 Million
Q4 2019 Jan 30, 2020	BUY	$87.14 - $96.08 $35,553 - $39,200	408 Added 0.88%	46,547 $4.29 Million
Q3 2019 Nov 01, 2019	BUY	$83.13 - $97.73 $237,502 - $279,214	2,857 Added 6.6%	46,139 $4.39 Million
Q2 2019 Jul 26, 2019	BUY	$76.29 - $85.42 $26,091 - $29,213	342 Added 0.8%	43,282 $3.61 Million
Q1 2019 Apr 24, 2019	SELL	$67.58 - $79.9 $125,969 - $148,933	-1,864 Reduced 4.16%	42,940 $3.4 Million
Q4 2018 Feb 01, 2019	SELL	$66.65 - $74.96 $620,778 - $698,177	-9,314 Reduced 17.21%	44,804 $3.1 Million
Q3 2018 Oct 25, 2018	BUY	$64.03 - $69.29 $898,404 - $972,207	14,031 Added 35.0%	54,118 $3.61 Million
Q2 2018 Jul 20, 2018	SELL	$58.6 - $64.67 $403,402 - $445,188	-6,884 Reduced 14.66%	40,087 $2.59 Million
Q1 2018 Apr 18, 2018	BUY	$59.47 - $65.77 $133,212 - $147,324	2,240 Added 5.01%	46,971 $2.95 Million
Q4 2017 Jan 17, 2018	BUY	$63.32 - $69.53 $137,910 - $151,436	2,178 Added 5.12%	44,731 $2.97 Million
Q3 2017 Oct 17, 2017	BUY	$62.78 - $67.04 $2.67 Million - $2.85 Million	42,553	42,553 $2.67 Million

Others Institutions Holding WEC

# of Institutions

1,225

Shares Held

254M

Call Options Held

657K

Put Options Held

1.3M

View Full List

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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Creative Planning Wec Energy Group, Inc. Transaction History