A detailed history of First Foundation Advisors transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, First Foundation Advisors holds 3,582 shares of WEC stock, worth $350,964. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,582
Previous 3,580 0.06%
Holding current value
$350,964
Previous $280,000 22.86%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024

BUY
$77.68 - $96.19 $155 - $192
2 Added 0.06%
3,582 $344,000
Q2 2024

Aug 06, 2024

BUY
$77.8 - $85.58 $16,338 - $17,971
210 Added 6.23%
3,580 $280,000
Q1 2024

May 09, 2024

SELL
$76.46 - $86.61 $7,569 - $8,574
-99 Reduced 2.85%
3,370 $276,000
Q4 2023

Feb 14, 2024

SELL
$77.03 - $87.0 $37,436 - $42,282
-486 Reduced 12.29%
3,469 $291,000
Q3 2023

Nov 15, 2023

BUY
$79.88 - $92.54 $315,925 - $365,995
3,955 New
3,955 $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 $30.9B
  • 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 First Foundation Advisors Portfolio

Follow First Foundation Advisors 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 First Foundation Advisors, based on Form 13F filings with the SEC.

News

Stay updated on First Foundation Advisors with notifications on news.