A detailed history of Cws Financial Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 2,081 shares of WEC stock, worth $196,654. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,081
Holding current value
$196,654
% of portfolio
0.07%

Shares

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

Nov 14, 2024

BUY
$77.68 - $96.19 $161,652 - $200,171
2,081 New
2,081 $200,000
Q3 2023

Nov 14, 2023

SELL
$79.88 - $92.54 $8,467 - $9,809
-106 Reduced 3.69%
2,763 $222,000
Q2 2023

Aug 14, 2023

BUY
$86.19 - $98.64 $9,911 - $11,343
115 Added 4.18%
2,869 $253,000
Q1 2023

May 09, 2023

BUY
$86.57 - $98.21 $238,413 - $270,470
2,754 New
2,754 $261,000
Q3 2020

Nov 10, 2020

SELL
$87.46 - $99.15 $418,583 - $474,531
-4,786 Closed
0 $0
Q2 2020

Aug 11, 2020

SELL
$83.52 - $100.34 $5,094 - $6,120
-61 Reduced 1.26%
4,786 $419,000
Q4 2019

Feb 14, 2020

BUY
$87.14 - $96.08 $422,367 - $465,699
4,847 New
4,847 $447,000

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 $29.8B
  • 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 Cws Financial Advisors, LLC Portfolio

Follow Cws Financial 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 Cws Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cws Financial Advisors, LLC with notifications on news.