A detailed history of Independent Advisor Alliance transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Independent Advisor Alliance holds 21,728 shares of WEC stock, worth $2.1 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,728
Previous 20,290 7.09%
Holding current value
$2.1 Million
Previous $1.67 Million 2.28%
% of portfolio
0.06%
Previous 0.06%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$77.8 - $85.58 $111,876 - $123,064
1,438 Added 7.09%
21,728 $1.7 Million
Q1 2024

May 08, 2024

BUY
$76.46 - $86.61 $102,532 - $116,144
1,341 Added 7.08%
20,290 $1.67 Million
Q4 2023

Feb 08, 2024

SELL
$77.03 - $87.0 $30,812 - $34,800
-400 Reduced 2.07%
18,949 $1.59 Million
Q3 2023

Oct 24, 2023

BUY
$79.88 - $92.54 $500,048 - $579,300
6,260 Added 47.83%
19,349 $1.56 Million
Q2 2023

Jul 28, 2023

BUY
$86.19 - $98.64 $24,477 - $28,013
284 Added 2.22%
13,089 $1.15 Million
Q1 2023

May 12, 2023

SELL
$86.57 - $98.21 $232,959 - $264,283
-2,691 Reduced 17.37%
12,805 $1.21 Million
Q4 2022

Feb 13, 2023

BUY
$84.3 - $99.14 $200,971 - $236,349
2,384 Added 18.18%
15,496 $1.45 Million
Q3 2022

Nov 04, 2022

BUY
$89.43 - $107.65 $131,372 - $158,137
1,469 Added 12.62%
13,112 $1.17 Million
Q2 2022

Aug 04, 2022

BUY
$90.37 - $108.28 $49,974 - $59,878
553 Added 4.99%
11,643 $1.17 Million
Q1 2022

May 06, 2022

BUY
$88.34 - $100.29 $8,303 - $9,427
94 Added 0.85%
11,090 $1.11 Million
Q4 2021

Feb 11, 2022

SELL
$86.93 - $98.36 $1,999 - $2,262
-23 Reduced 0.21%
10,996 $1.07 Million
Q3 2021

Nov 01, 2021

BUY
$87.77 - $97.59 $29,578 - $32,887
337 Added 3.15%
11,019 $972,000
Q2 2021

Aug 12, 2021

BUY
$88.95 - $99.26 $98,734 - $110,178
1,110 Added 11.6%
10,682 $950,000
Q1 2021

May 14, 2021

SELL
$80.64 - $94.79 $32,256 - $37,916
-400 Reduced 4.01%
9,572 $896,000
Q4 2020

Feb 11, 2021

BUY
$88.68 - $104.85 $110,406 - $130,538
1,245 Added 14.27%
9,972 $918,000
Q3 2020

Nov 04, 2020

SELL
$87.46 - $99.15 $18,891 - $21,416
-216 Reduced 2.42%
8,727 $846,000
Q2 2020

Aug 06, 2020

SELL
$83.52 - $100.34 $427,037 - $513,038
-5,113 Reduced 36.38%
8,943 $784,000
Q1 2020

May 14, 2020

BUY
$70.89 - $104.72 $25,803 - $38,118
364 Added 2.66%
14,056 $1.24 Million
Q4 2019

Feb 07, 2020

SELL
$87.14 - $96.08 $45,399 - $50,057
-521 Reduced 3.67%
13,692 $1.26 Million
Q3 2019

Nov 12, 2019

BUY
$83.13 - $97.73 $21,364 - $25,116
257 Added 1.84%
14,213 $1.35 Million
Q2 2019

Aug 12, 2019

BUY
$76.29 - $85.42 $106,424 - $119,160
1,395 Added 11.11%
13,956 $1.16 Million
Q1 2019

May 07, 2019

BUY
$67.58 - $79.9 $169,760 - $200,708
2,512 Added 25.0%
12,561 $993,000
Q4 2018

Feb 12, 2019

BUY
$66.65 - $74.96 $77,513 - $87,178
1,163 Added 13.09%
10,049 $696,000
Q3 2018

Nov 13, 2018

BUY
$64.03 - $69.29 $25,035 - $27,092
391 Added 4.6%
8,886 $578,000
Q2 2018

Aug 08, 2018

SELL
$58.6 - $64.67 $5,274 - $5,820
-90 Reduced 1.05%
8,495 $538,000
Q1 2018

May 15, 2018

BUY
$59.47 - $65.77 $19,862 - $21,967
334 Added 4.05%
8,585 $535,000
Q4 2017

Feb 14, 2018

BUY
$63.32 - $69.53 $522,453 - $573,692
8,251
8,251 $540,000

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 $30.5B
  • 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...
More about WEC
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