Gradient Investments LLC Wec Energy Group, Inc. Transaction History

Gradient Investments LLC

$3.55 Billion
Q1 2024

A detailed history of Gradient Investments LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Gradient Investments LLC holds 1,755 shares of WEC stock, worth $136,328. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,755

Previous 3,979 55.89%

Holding current value

$136,328

Previous $334,000 56.89%

% of portfolio

0.0%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$76.46 - $86.61 $170,047 - $192,620	-2,224 Reduced 55.89%	1,755 $144,000
Q3 2023 Oct 27, 2023	BUY	$79.88 - $92.54 $11,103 - $12,863	139 Added 3.62%	3,979 $320,000
Q2 2023 Jul 11, 2023	SELL	$86.19 - $98.64 $775 - $887	-9 Reduced 0.23%	3,840 $338,000
Q1 2023 Apr 17, 2023	BUY	$86.57 - $98.21 $779 - $883	9 Added 0.23%	3,849 $364,000
Q4 2022 Jan 10, 2023	BUY	$84.3 - $99.14 $927 - $1,090	11 Added 0.29%	3,840 $0

Q1 2022 May 26, 2022	SELL	$88.34 - $100.29 $1,943 - $2,206	-22 Reduced 0.57%	3,829 $382,000
Q2 2021 Jul 12, 2021	SELL	$88.95 - $99.26 $22,148 - $24,715	-249 Reduced 6.07%	3,851 $343,000
Q1 2021 Apr 21, 2021	SELL	$80.64 - $94.79 $237,807 - $279,535	-2,949 Reduced 41.84%	4,100 $384,000
Q3 2020 Oct 06, 2020	BUY	$87.46 - $99.15 $152,530 - $172,917	1,744 Added 32.87%	7,049 $683,000
Q2 2020 Jul 10, 2020	SELL	$83.52 - $100.34 $501 - $602	-6 Reduced 0.11%	5,305 $465,000
Q1 2020 Apr 07, 2020	BUY	$70.89 - $104.72 $425 - $628	6 Added 0.11%	5,311 $468,000
Q4 2019 Jan 15, 2020	SELL	$87.14 - $96.08 $522 - $576	-6 Reduced 0.11%	5,305 $489,000
Q3 2019 Oct 10, 2019	BUY	$83.13 - $97.73 $2,244 - $2,638	27 Added 0.51%	5,311 $505,000
Q2 2019 Jul 16, 2019	BUY	$76.29 - $85.42 $19,072 - $21,355	250 Added 4.97%	5,284 $441,000
Q2 2018 Aug 09, 2018	BUY	$58.6 - $64.67 $12,188 - $13,451	208 Added 4.31%	5,034 $325,000
Q1 2018 Apr 11, 2018	BUY	$59.47 - $65.77 $2,497 - $2,762	42 Added 0.88%	4,826 $303,000
Q3 2017 Oct 16, 2017	BUY	$62.78 - $67.04 $300,339 - $320,719	4,784	4,784 $300,000

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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Gradient Investments LLC Wec Energy Group, Inc. Transaction History