A detailed history of Ep Wealth Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 5,717 shares of WEC stock, worth $549,918. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,717
Previous 4,232 35.09%
Holding current value
$549,918
Previous $347,000 29.11%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 19, 2024

BUY
$77.8 - $85.58 $115,533 - $127,086
1,485 Added 35.09%
5,717 $448,000
Q1 2024

May 14, 2024

BUY
$76.46 - $86.61 $24,161 - $27,368
316 Added 8.07%
4,232 $347,000
Q4 2023

Feb 28, 2024

BUY
$77.03 - $87.0 $9,397 - $10,614
122 Added 3.22%
3,916 $329,000
Q3 2023

Nov 22, 2023

BUY
$79.88 - $92.54 $78,282 - $90,689
980 Added 34.83%
3,794 $305,000
Q2 2023

Aug 14, 2023

SELL
$86.19 - $98.64 $9,825 - $11,244
-114 Reduced 3.89%
2,814 $248,000
Q1 2023

Jun 05, 2023

BUY
$86.57 - $98.21 $253,476 - $287,558
2,928 New
2,928 $277,000
Q4 2022

Jun 12, 2023

SELL
$84.3 - $99.14 $54,795 - $64,441
-650 Reduced 22.2%
2,278 $213,000
Q2 2022

Aug 11, 2022

BUY
$90.37 - $108.28 $120,372 - $144,228
1,332 Added 30.69%
5,672 $571,000
Q1 2022

May 20, 2022

BUY
$88.34 - $100.29 $122,085 - $138,600
1,382 Added 46.72%
4,340 $433,000
Q4 2021

Feb 17, 2022

SELL
$86.93 - $98.36 $5,128 - $5,803
-59 Reduced 1.96%
2,958 $287,000
Q3 2021

Nov 23, 2021

SELL
$87.77 - $97.59 $10.9 Million - $12.1 Million
-124,396 Reduced 97.63%
3,017 $266,000
Q3 2021

Nov 16, 2021

BUY
$87.77 - $97.59 $10.9 Million - $12.1 Million
123,836 Added 3462.01%
127,413 $266,000
Q2 2021

Aug 24, 2021

BUY
$88.95 - $99.26 $318,174 - $355,053
3,577 New
3,577 $318,000

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 $30.3B
  • 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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