Crewe Advisors LLC Wec Energy Group, Inc. Transaction History

Crewe Advisors LLC

$856 Million
Q1 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 3,642 shares of WEC stock, worth $282,910. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,642

Holding current value

$282,910

% of portfolio

0.03%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,116

Shares Held

247M

Call Options Held

210K

Put Options Held

476K

Vanguard Group Inc Valley Forge, PA

39.7M
Shares

$3.08 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

28.9M
Shares

$2.24 Billion
0.06% of portfolio
State Street Corp Boston, MA

22.3M
Shares

$1.73 Billion
0.08% of portfolio
Wells Fargo & Company San Francisco, CA

8.07M
Shares

$627 Million
0.16% of portfolio
Geode Capital Management, LLC Boston, MA

7.63M
Shares

$593 Million
0.06% of portfolio

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 $24.5B
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...

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