Crewe Advisors LLC Wec Energy Group, Inc. Transaction History

Crewe Advisors LLC

$709 Million
Q4 2024

A detailed history of Crewe Advisors LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Crewe Advisors LLC holds 4,235 shares of WEC stock, worth $452,467. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,235

Previous 3,679 15.11%

Holding current value

$452,467

Previous $353,000 12.75%

% of portfolio

0.06%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$92.94 - $101.82 $51,674 - $56,611	556 Added 15.11%	4,235 $398,000
Q3 2024 Nov 12, 2024	BUY	$77.68 - $96.19 $1,864 - $2,308	24 Added 0.66%	3,679 $353,000
Q2 2024 Jul 29, 2024	BUY	$77.8 - $85.58 $1,011 - $1,112	13 Added 0.36%	3,655 $286,000
Q1 2024 May 13, 2024	BUY	$76.46 - $86.61 $278,467 - $315,433	3,642 New	3,642 $299,000
Q2 2023 Jul 28, 2023	BUY	$86.19 - $98.64 $1,982 - $2,268	23 Added 0.68%	3,423 $302,000
Q1 2023 May 12, 2023	BUY	$86.57 - $98.21 $2,077 - $2,357	24 Added 0.71%	3,400 $322,000
Q4 2022 Feb 07, 2023	SELL	$84.3 - $99.14 $7,502 - $8,823	-89 Reduced 2.57%	3,376 $316,000
Q3 2022 Nov 14, 2022	BUY	$89.43 - $107.65 $4,471 - $5,382	50 Added 1.46%	3,465 $310,000
Q2 2022 Aug 02, 2022	BUY	$90.37 - $108.28 $1,355 - $1,624	15 Added 0.44%	3,415 $344,000
Q1 2022 Apr 27, 2022	BUY	$88.34 - $100.29 $1,766 - $2,005	20 Added 0.59%	3,400 $339,000
Q4 2021 Feb 10, 2022	BUY	$86.93 - $98.36 $8,432 - $9,540	97 Added 2.95%	3,380 $328,000
Q3 2021 Oct 29, 2021	BUY	$87.77 - $97.59 $1,492 - $1,659	17 Added 0.52%	3,283 $290,000
Q2 2020 Jul 24, 2020	BUY	$83.52 - $100.34 $18,959 - $22,777	227 Added 7.47%	3,266 $286,000
Q3 2019 Nov 06, 2019	SELL	$83.13 - $97.73 $8,063 - $9,479	-97 Reduced 3.09%	3,039 $289,000
Q2 2019 Aug 09, 2019	BUY	$76.29 - $85.42 $7,247 - $8,114	95 Added 3.12%	3,136 $261,000
Q1 2019 May 10, 2019	BUY	$67.58 - $79.9 $135 - $159	2 Added 0.07%	3,041 $240,000
Q3 2018 Nov 13, 2018	BUY	$64.03 - $69.29 $8,900 - $9,631	139 Added 4.79%	3,039 $203,000
Q4 2017 Feb 09, 2018	BUY	$63.32 - $69.53 $183,628 - $201,637	2,900	2,900 $193,000

Others Institutions Holding WEC

# of Institutions

1,300

Shares Held

263M

Call Options Held

574K

Put Options Held

736K

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 $33.7B
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

Portfolio Update

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

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Wec Energy Group, Inc. Transaction History