Jones Financial Companies Lllp Wec Energy Group, Inc. Transaction History

Jones Financial Companies Lllp

$298 Billion
Q1 2025

A detailed history of Jones Financial Companies Lllp transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Jones Financial Companies Lllp holds 6,751 shares of WEC stock, worth $726,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares

6,751

Previous 10,872 37.9%

Holding current value

$726,137

Previous $1.02 Million 28.08%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$92.12 - $108.98 $379,626 - $449,106	-4,121 Reduced 37.9%	6,751 $735,000
Q4 2024 Feb 05, 2025	BUY	$92.94 - $101.82 $295,642 - $323,889	3,181 Added 41.36%	10,872 $1.02 Million
Q3 2024 Nov 12, 2024	BUY	$77.68 - $96.19 $186,276 - $230,663	2,398 Added 45.31%	7,691 $739,000
Q2 2024 Aug 14, 2024	BUY	$77.8 - $85.58 $242,969 - $267,266	3,123 Added 143.92%	5,293 $415,000
Q1 2024 May 14, 2024	SELL	$76.46 - $86.61 $25,078 - $28,408	-328 Reduced 13.13%	2,170 $178,000
Q4 2023 Feb 13, 2024	BUY	$77.03 - $87.0 $1,771 - $2,001	23 Added 0.93%	2,498 $210,000
Q3 2023 Nov 14, 2023	BUY	$79.88 - $92.54 $559 - $647	7 Added 0.28%	2,475 $199,000
Q2 2023 Aug 09, 2023	BUY	$86.19 - $98.64 $517 - $591	6 Added 0.24%	2,468 $217,000
Q1 2023 May 11, 2023	BUY	$86.57 - $98.21 $65,187 - $73,952	753 Added 44.06%	2,462 $233,000
Q4 2022 Feb 13, 2023	BUY	$84.3 - $99.14 $11,633 - $13,681	138 Added 8.78%	1,709 $160,000
Q3 2022 Nov 03, 2022	SELL	$89.43 - $107.65 $10,284 - $12,379	-115 Reduced 6.82%	1,571 $140,000
Q2 2022 Aug 08, 2022	SELL	$90.37 - $108.28 $168,630 - $202,050	-1,866 Reduced 52.53%	1,686 $170,000
Q1 2022 May 02, 2022	SELL	$88.34 - $100.29 $53,534 - $60,775	-606 Reduced 14.57%	3,552 $355,000
Q4 2021 Feb 11, 2022	SELL	$86.93 - $98.36 $9,562 - $10,819	-110 Reduced 2.58%	4,158 $404,000
Q3 2021 Nov 12, 2021	SELL	$87.77 - $97.59 $17,817 - $19,810	-203 Reduced 4.54%	4,268 $376,000
Q2 2021 Aug 12, 2021	BUY	$88.95 - $99.26 $355,533 - $396,742	3,997 Added 843.25%	4,471 $398,000
Q1 2021 Apr 30, 2021	SELL	$80.64 - $94.79 $30,320 - $35,641	-376 Reduced 44.24%	474 $44,000
Q4 2020 Feb 08, 2021	BUY	$88.68 - $104.85 $75,378 - $89,122	850 New	850 $78,000

Others Institutions Holding WEC

# of Institutions

1,393

Shares Held

270M

Call Options Held

764K

Put Options Held

1.45M

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 $33.9B
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...

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Jones Financial Companies Lllp Wec Energy Group, Inc. Transaction History