Kowal Investment Group, LLC Wec Energy Group, Inc. Transaction History

Kowal Investment Group, LLC

$538 Million
Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Kowal Investment Group, LLC holds 40,325 shares of WEC stock, worth $3.95 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

40,325

Previous 40,362 0.09%

Holding current value

$3.95 Million

Previous $3.17 Million 22.49%

% of portfolio

0.72%

Previous 0.64%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	SELL	$77.68 - $96.19 $2,874 - $3,559	-37 Reduced 0.09%	40,325 $3.88 Million
Q2 2024 Aug 13, 2024	BUY	$77.8 - $85.58 $24,662 - $27,128	317 Added 0.79%	40,362 $3.17 Million
Q1 2024 Apr 18, 2024	SELL	$76.46 - $86.61 $16,821 - $19,054	-220 Reduced 0.55%	40,045 $3.29 Million
Q4 2023 Jan 22, 2024	SELL	$77.03 - $87.0 $38,360 - $43,326	-498 Reduced 1.22%	40,265 $3.39 Million
Q3 2023 Oct 25, 2023	BUY	$79.88 - $92.54 $375,276 - $434,752	4,698 Added 13.03%	40,763 $3.28 Million
Q2 2023 Jul 18, 2023	BUY	$86.19 - $98.64 $451,807 - $517,070	5,242 Added 17.01%	36,065 $3.18 Million
Q1 2023 Apr 21, 2023	SELL	$86.57 - $98.21 $133,577 - $151,538	-1,543 Reduced 4.77%	30,823 $2.92 Million
Q4 2022 Jan 25, 2023	BUY	$84.3 - $99.14 $279,623 - $328,847	3,317 Added 11.42%	32,366 $0
Q3 2022 Nov 09, 2022	BUY	$89.43 - $107.65 $2,593 - $3,121	29 Added 0.1%	29,049 $2.6 Million
Q2 2022 Aug 15, 2022	BUY	$90.37 - $108.28 $272,736 - $326,789	3,018 Added 11.61%	29,020 $2.92 Million
Q1 2022 Apr 15, 2022	BUY	$88.34 - $100.29 $22,968 - $26,075	260 Added 1.01%	26,002 $2.6 Million
Q4 2021 Feb 11, 2022	BUY	$86.93 - $98.36 $12,865 - $14,557	148 Added 0.58%	25,742 $2.5 Million
Q3 2021 Nov 12, 2021	BUY	$87.77 - $97.59 $10,093 - $11,222	115 Added 0.45%	25,594 $2.26 Million
Q2 2021 Aug 12, 2021	BUY	$88.95 - $99.26 $144,365 - $161,098	1,623 Added 6.8%	25,479 $2.27 Million
Q1 2021 May 12, 2021	BUY	$80.64 - $94.79 $7,660 - $9,005	95 Added 0.4%	23,856 $2.23 Million
Q4 2020 Feb 19, 2021	BUY	$88.68 - $104.85 $2.11 Million - $2.49 Million	23,761 New	23,761 $2.03 Million

Others Institutions Holding WEC

# of Institutions

1,222

Shares Held

254M

Call Options Held

657K

Put Options Held

1.3M

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 $30.9B
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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Kowal Investment Group, LLC Wec Energy Group, Inc. Transaction History