J.W. Cole Advisors, Inc. Wec Energy Group, Inc. Transaction History

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 24,929 shares of WEC stock, worth $2.79 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,929

Previous 24,557 1.51%

Holding current value

$2.79 Million

Previous $2.68 Million 2.95%

% of portfolio

0.06%

Previous 0.09%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$102.24 - $109.76 $38,033 - $40,830	372 Added 1.51%	24,929 $2.6 Million
Q1 2025 May 05, 2025	BUY	$92.12 - $108.98 $2.26 Million - $2.68 Million	24,557 New	24,557 $2.68 Million
Q3 2023 Oct 24, 2023	SELL	$79.88 - $92.54 $63,344 - $73,384	-793 Reduced 19.15%	3,349 $269,000
Q2 2023 Jul 27, 2023	SELL	$86.19 - $98.64 $7,584 - $8,680	-88 Reduced 2.08%	4,142 $365,000
Q1 2023 May 03, 2023	BUY	$86.57 - $98.21 $121,544 - $137,886	1,404 Added 49.68%	4,230 $400,000
Q4 2022 Feb 14, 2023	SELL	$84.3 - $99.14 $21,496 - $25,280	-255 Reduced 8.28%	2,826 $264,000
Q3 2022 Oct 31, 2022	BUY	$89.43 - $107.65 $7,154 - $8,612	80 Added 2.67%	3,081 $276,000
Q2 2022 Jul 27, 2022	BUY	$90.37 - $108.28 $66,873 - $80,127	740 Added 32.73%	3,001 $302,000
Q1 2022 Jun 10, 2022	SELL	$88.34 - $100.29 $17.5 Million - $19.9 Million	-198,186 Reduced 98.87%	2,261 $226,000
Q1 2022 May 16, 2022	BUY	$88.34 - $100.29 $17.5 Million - $19.9 Million	198,190 Added 8781.13%	200,447 $27,000
Q4 2021 Jan 25, 2022	BUY	$86.93 - $98.36 $196,201 - $221,998	2,257 New	2,257 $219,000
Q3 2021 Oct 26, 2021	SELL	$87.77 - $97.59 $199,325 - $221,626	-2,271 Closed	0 $0
Q2 2021 Aug 06, 2021	BUY	$88.95 - $99.26 $3,380 - $3,771	38 Added 1.7%	2,271 $202,000
Q1 2021 Apr 28, 2021	BUY	$80.64 - $94.79 $3,870 - $4,549	48 Added 2.2%	2,233 $209,000
Q4 2020 Feb 12, 2021	SELL	$88.68 - $104.85 $1.23 Million - $1.45 Million	-13,836 Reduced 86.36%	2,185 $201,000
Q3 2020 Nov 05, 2020	BUY	$87.46 - $99.15 $1.4 Million - $1.59 Million	16,021 New	16,021 $1.55 Million

Others Institutions Holding WEC

# of Institutions

1,445

Shares Held

272M

Call Options Held

843K

Put Options Held

884K

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 $35.2B
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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J.W. Cole Advisors, Inc. Wec Energy Group, Inc. Transaction History