A detailed history of Forvis Wealth Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 8,241 shares of WEC stock, worth $780,505. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,241
Previous 8,226 0.18%
Holding current value
$780,505
Previous $645,000 22.79%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 14, 2024

BUY
$77.68 - $96.19 $1,165 - $1,442
15 Added 0.18%
8,241 $792,000
Q1 2024

Apr 19, 2024

SELL
$76.46 - $86.61 $382 - $433
-5 Reduced 0.06%
8,226 $675,000
Q4 2023

Jan 11, 2024

SELL
$77.03 - $87.0 $16,946 - $19,140
-220 Reduced 2.6%
8,231 $692,000
Q3 2023

Oct 25, 2023

SELL
$79.88 - $92.54 $958 - $1,110
-12 Reduced 0.14%
8,451 $680,000
Q4 2022

Feb 02, 2023

BUY
$84.3 - $99.14 $7,587 - $8,922
90 Added 1.07%
8,463 $793,000
Q3 2022

Oct 13, 2022

SELL
$89.43 - $107.65 $89 - $107
-1 Reduced 0.01%
8,373 $749,000
Q2 2022

Jul 22, 2022

BUY
$90.37 - $108.28 $756,758 - $906,736
8,374 New
8,374 $843,000
Q1 2021

Apr 23, 2021

SELL
$80.64 - $94.79 $200,954 - $236,216
-2,492 Closed
0 $0
Q4 2020

Jan 22, 2021

SELL
$88.68 - $104.85 $3,813 - $4,508
-43 Reduced 1.7%
2,492 $229,000
Q3 2020

Nov 05, 2020

SELL
$87.46 - $99.15 $3,935 - $4,461
-45 Reduced 1.74%
2,535 $246,000
Q2 2020

Jul 15, 2020

BUY
$83.52 - $100.34 $334 - $401
4 Added 0.16%
2,580 $226,000
Q1 2020

Apr 10, 2020

BUY
$70.89 - $104.72 $8,648 - $12,775
122 Added 4.97%
2,576 $227,000
Q4 2019

Jan 13, 2020

BUY
$87.14 - $96.08 $213,841 - $235,780
2,454 New
2,454 $226,000

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 $29.9B
  • 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
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