A detailed history of Foundations Investment Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 11,751 shares of WEC stock, worth $1.11 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,751
Previous 9,444 24.43%
Holding current value
$1.11 Million
Previous $740,000 52.7%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Oct 21, 2024

BUY
$77.68 - $96.19 $179,207 - $221,910
2,307 Added 24.43%
11,751 $1.13 Million
Q2 2024

Aug 02, 2024

BUY
$77.8 - $85.58 $188,820 - $207,702
2,427 Added 34.59%
9,444 $740,000
Q1 2024

May 13, 2024

SELL
$76.46 - $86.61 $82,118 - $93,019
-1,074 Reduced 13.27%
7,017 $576,000
Q4 2023

Feb 08, 2024

BUY
$77.03 - $87.0 $116,854 - $131,979
1,517 Added 23.08%
8,091 $681,000
Q3 2023

Oct 05, 2023

SELL
$79.88 - $92.54 $32,351 - $37,478
-405 Reduced 5.8%
6,574 $529,000
Q2 2023

Jul 19, 2023

SELL
$86.19 - $98.64 $79,984 - $91,537
-928 Reduced 11.74%
6,979 $615,000
Q1 2023

Apr 25, 2023

BUY
$86.57 - $98.21 $98,343 - $111,566
1,136 Added 16.78%
7,907 $749,000
Q4 2022

Jan 11, 2023

SELL
$84.3 - $99.14 $5,648 - $6,642
-67 Reduced 0.98%
6,771 $0
Q3 2022

Oct 19, 2022

BUY
$89.43 - $107.65 $7,154 - $8,612
80 Added 1.18%
6,838 $611,000
Q1 2022

Apr 19, 2022

BUY
$88.34 - $100.29 $1,590 - $1,805
18 Added 0.27%
6,758 $697,000
Q4 2021

Jan 21, 2022

SELL
$86.93 - $98.36 $14,778 - $16,721
-170 Reduced 2.46%
6,740 $645,000
Q3 2021

Oct 13, 2021

BUY
$87.77 - $97.59 $16,149 - $17,956
184 Added 2.74%
6,910 $614,000
Q2 2021

Jul 14, 2021

SELL
$88.95 - $99.26 $34,690 - $38,711
-390 Reduced 5.48%
6,726 $618,000
Q1 2021

Apr 09, 2021

BUY
$80.64 - $94.79 $176,843 - $207,874
2,193 Added 44.55%
7,116 $665,000
Q4 2020

Jan 13, 2021

SELL
$88.68 - $104.85 $16,937 - $20,026
-191 Reduced 3.73%
4,923 $433,000
Q3 2020

Oct 07, 2020

BUY
$87.46 - $99.15 $447,270 - $507,053
5,114 New
5,114 $500,000

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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