A detailed history of Erts Wealth Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Erts Wealth Advisors, LLC holds 3,059 shares of WEC stock, worth $337,560. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,059
Holding current value
$337,560
% of portfolio
0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025

BUY
$102.24 - $109.76 $312,752 - $335,755
3,059 New
3,059 $318,000
Q4 2018

Feb 14, 2019

BUY
$66.65 - $74.96 $29,326 - $32,982
440 New
440 $30,000

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 $34.8B
  • 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 Erts Wealth Advisors, LLC Portfolio

Follow Erts Wealth 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 Erts Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Erts Wealth Advisors, LLC with notifications on news.