Financial Planning & Information Services, Inc. Wec Energy Group, Inc. Transaction History

Financial Planning & Information Services, Inc.

$665 Million
Q1 2024

A detailed history of Financial Planning & Information Services, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Financial Planning & Information Services, Inc. holds 75,121 shares of WEC stock, worth $5.84 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

75,121

Previous 60,614 23.93%

Holding current value

$5.84 Million

Previous $4.88 Million 26.34%

% of portfolio

0.93%

Previous 0.91%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	BUY	$76.46 - $86.61 $1.11 Million - $1.26 Million	14,507 Added 23.93%	75,121 $6.17 Million
Q3 2023 Nov 14, 2023	BUY	$79.88 - $92.54 $46,809 - $54,228	586 Added 0.98%	60,614 $4.88 Million
Q2 2023 Aug 11, 2023	BUY	$86.19 - $98.64 $287,960 - $329,556	3,341 Added 5.89%	60,028 $5.3 Million
Q1 2023 May 02, 2023	SELL	$86.57 - $98.21 $236,509 - $268,309	-2,732 Reduced 4.6%	56,687 $5.37 Million
Q4 2022 Feb 13, 2023	BUY	$84.3 - $99.14 $45,522 - $53,535	540 Added 0.92%	59,419 $5.57 Million

Q3 2022 Oct 25, 2022	BUY	$89.43 - $107.65 $48,918 - $58,884	547 Added 0.94%	58,879 $5.27 Million
Q2 2022 Jul 19, 2022	SELL	$90.37 - $108.28 $202,067 - $242,114	-2,236 Reduced 3.69%	58,332 $5.87 Million
Q1 2022 Apr 19, 2022	SELL	$88.34 - $100.29 $290,285 - $329,552	-3,286 Reduced 5.15%	60,568 $6.05 Million
Q4 2021 Feb 02, 2022	SELL	$86.93 - $98.36 $18,429 - $20,852	-212 Reduced 0.33%	63,854 $6.2 Million
Q3 2021 Oct 13, 2021	BUY	$87.77 - $97.59 $30,280 - $33,668	345 Added 0.54%	64,066 $5.65 Million
Q2 2021 Jul 29, 2021	BUY	$88.95 - $99.26 $211,967 - $236,536	2,383 Added 3.89%	63,721 $5.67 Million
Q1 2021 Apr 20, 2021	BUY	$80.64 - $94.79 $28,465 - $33,460	353 Added 0.58%	61,338 $5.74 Million
Q4 2020 Feb 08, 2021	BUY	$88.68 - $104.85 $157,850 - $186,633	1,780 Added 3.01%	60,985 $5.61 Million
Q3 2020 May 24, 2021	BUY	$87.46 - $99.15 $149,556 - $169,546	1,710 Added 2.97%	59,205 $5.74 Million
Q2 2020 May 24, 2021	SELL	$83.52 - $100.34 $194,434 - $233,591	-2,328 Reduced 3.89%	57,495 $5.04 Million
Q1 2020 May 24, 2021	BUY	$70.89 - $104.72 $7,585 - $11,205	107 Added 0.18%	59,823 $5.27 Million
Q4 2019 May 24, 2021	SELL	$87.14 - $96.08 $33,636 - $37,086	-386 Reduced 0.64%	59,716 $5.51 Million
Q3 2019 May 24, 2021	BUY	$83.13 - $97.73 $120,621 - $141,806	1,451 Added 2.47%	60,102 $5.72 Million
Q2 2019 May 24, 2021	SELL	$76.29 - $85.42 $44,629 - $49,970	-585 Reduced 0.99%	58,651 $4.89 Million
Q1 2019 May 24, 2021	BUY	$67.58 - $79.9 $136,781 - $161,717	2,024 Added 3.54%	59,236 $4.68 Million
Q4 2018 May 24, 2021	SELL	$66.65 - $74.96 $127,834 - $143,773	-1,918 Reduced 3.24%	57,212 $3.96 Million
Q3 2018 May 24, 2021	BUY	$64.03 - $69.29 $97,389 - $105,390	1,521 Added 2.64%	59,130 $3.95 Million
Q2 2018 May 24, 2021	SELL	$58.6 - $64.67 $30,061 - $33,175	-513 Reduced 0.88%	57,609 $3.72 Million
Q1 2018 May 24, 2021	SELL	$59.47 - $65.77 $106,570 - $117,859	-1,792 Reduced 2.99%	58,122 $3.64 Million
Q4 2017 May 24, 2021	BUY	$63.32 - $69.53 $71,488 - $78,499	1,129 Added 1.92%	59,914 $3.98 Million
Q3 2017 May 24, 2021	SELL	$62.78 - $67.04 $90,340 - $96,470	-1,439 Reduced 2.39%	58,785 $3.69 Million
Q2 2017 May 24, 2021	SELL	N/A	-1,686 Reduced 2.72%	60,224 $3.7 Million
Q1 2017 May 24, 2021	SELL	N/A	-2,127 Reduced 3.32%	61,910 $3.75 Million
Q4 2016 May 24, 2021	SELL	N/A	-1,008 Reduced 1.55%	64,037 $3.76 Million
Q3 2016 May 24, 2021	BUY	N/A	11,150 Added 20.69%	65,045 $3.9 Million
Q2 2016 May 24, 2021	SELL	N/A	-786 Reduced 1.44%	53,895 $3.52 Million
Q1 2016 May 24, 2021	BUY	N/A	6,812 Added 14.23%	54,681 $3.29 Million
Q4 2015 May 24, 2021	BUY	N/A	437 Added 0.92%	47,869 $2.46 Million
Q3 2015 May 24, 2021	SELL	N/A	-18,381 Reduced 27.93%	47,432 $2.48 Million
Q2 2015 May 24, 2021	BUY	N/A	65,813	65,813 $2.96 Million

Others Institutions Holding WEC

# of Institutions

1,116

Shares Held

247M

Call Options Held

210K

Put Options Held

476K

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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Financial Planning & Information Services, Inc. Wec Energy Group, Inc. Transaction History