A detailed history of Iht Wealth Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Iht Wealth Management, LLC holds 9,939 shares of WEC stock, worth $941,322. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,939
Previous 9,390 5.85%
Holding current value
$941,322
Previous $736,000 29.89%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 14, 2024

BUY
$77.68 - $96.19 $42,646 - $52,808
549 Added 5.85%
9,939 $956,000
Q2 2024

Aug 14, 2024

BUY
$77.8 - $85.58 $73,287 - $80,616
942 Added 11.15%
9,390 $736,000
Q1 2024

May 15, 2024

BUY
$76.46 - $86.61 $35,324 - $40,013
462 Added 5.79%
8,448 $693,000
Q4 2023

Feb 14, 2024

SELL
$77.03 - $87.0 $21,953 - $24,795
-285 Reduced 3.45%
7,986 $672,000
Q3 2023

Nov 14, 2023

BUY
$79.88 - $92.54 $94,498 - $109,474
1,183 Added 16.69%
8,271 $666,000
Q2 2023

Aug 14, 2023

BUY
$86.19 - $98.64 $162,295 - $185,739
1,883 Added 36.18%
7,088 $625,000
Q1 2023

May 15, 2023

BUY
$86.57 - $98.21 $107,087 - $121,485
1,237 Added 31.17%
5,205 $493,000
Q4 2022

Feb 14, 2023

SELL
$84.3 - $99.14 $45,016 - $52,940
-534 Reduced 11.86%
3,968 $372,000
Q3 2022

Nov 22, 2022

BUY
$89.43 - $107.65 $106,421 - $128,103
1,190 Added 35.93%
4,502 $403,000
Q2 2022

Aug 15, 2022

BUY
$90.37 - $108.28 $90 - $108
1 Added 0.03%
3,312 $333,000
Q1 2022

May 16, 2022

SELL
$88.34 - $100.29 $65,018 - $73,813
-736 Reduced 18.19%
3,311 $330,000
Q4 2021

Feb 14, 2022

BUY
$86.93 - $98.36 $956 - $1,081
11 Added 0.27%
4,047 $393,000
Q3 2021

Nov 15, 2021

SELL
$87.77 - $97.59 $616,496 - $685,472
-7,024 Reduced 63.51%
4,036 $356,000
Q2 2021

Aug 16, 2021

BUY
$88.95 - $99.26 $508,794 - $567,767
5,720 Added 107.12%
11,060 $984,000
Q1 2021

May 18, 2021

BUY
$80.64 - $94.79 $322 - $379
4 Added 0.07%
5,340 $500,000
Q4 2020

Feb 17, 2021

BUY
$88.68 - $104.85 $5,320 - $6,291
60 Added 1.14%
5,336 $491,000
Q3 2020

Nov 19, 2020

BUY
$87.46 - $99.15 $67,606 - $76,642
773 Added 17.17%
5,276 $511,000
Q2 2020

Aug 14, 2020

SELL
$83.52 - $100.34 $76,754 - $92,212
-919 Reduced 16.95%
4,503 $395,000
Q1 2020

May 13, 2020

BUY
$70.89 - $104.72 $18,785 - $27,750
265 Added 5.14%
5,422 $478,000
Q4 2019

Feb 18, 2020

SELL
$87.14 - $96.08 $55,333 - $61,010
-635 Reduced 10.96%
5,157 $476,000
Q3 2019

Nov 15, 2019

BUY
$83.13 - $97.73 $70,993 - $83,461
854 Added 17.29%
5,792 $551,000
Q2 2019

Aug 12, 2019

BUY
$76.29 - $85.42 $38,145 - $42,710
500 Added 11.27%
4,938 $412,000
Q1 2019

May 16, 2019

SELL
$67.58 - $79.9 $92,179 - $108,983
-1,364 Reduced 23.51%
4,438 $351,000
Q4 2018

Feb 15, 2019

BUY
$66.65 - $74.96 $11,330 - $12,743
170 Added 3.02%
5,802 $402,000
Q3 2018

Nov 14, 2018

BUY
$64.03 - $69.29 $11,781 - $12,749
184 Added 3.38%
5,632 $376,000
Q2 2018

Aug 13, 2018

BUY
$58.6 - $64.67 $90,830 - $100,238
1,550 Added 39.76%
5,448 $352,000
Q1 2018

May 15, 2018

SELL
$59.47 - $65.77 $8,504 - $9,405
-143 Reduced 3.54%
3,898 $243,000
Q4 2017

Feb 14, 2018

BUY
$63.32 - $69.53 $11,207 - $12,306
177 Added 4.58%
4,041 $264,000
Q3 2017

Nov 14, 2017

BUY
$62.78 - $67.04 $242,581 - $259,042
3,864
3,864 $248,000

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
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC 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 Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.