Loring Wolcott & Coolidge Fiduciary Advisors LLP Wec Energy Group, Inc. Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	BUY	$90.37 - $108.28 $994 - $1,191	11 New	11 $1,000
Q4 2021 Feb 14, 2022	SELL	$86.93 - $98.36 $3,998 - $4,524	-46 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$88.95 - $99.26 $4,091 - $4,565	46 New	46 $4,000
Q1 2021 Apr 14, 2021	SELL	$80.64 - $94.79 $3,709 - $4,360	-46 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$88.68 - $104.85 $14,100 - $16,671	-159 Reduced 77.56%	46 $4,000
Q2 2019 Aug 09, 2019	BUY	$76.29 - $85.42 $15,639 - $17,511	205 New	205 $17,000
Q1 2018 Apr 20, 2018	SELL	$59.47 - $65.77 $6,601 - $7,300	-111 Closed	0 $0
Q3 2017 Oct 27, 2017	BUY	$62.78 - $67.04 $6,968 - $7,441	111	111 $7,000

Others Institutions Holding WEC

# of Institutions

1,222

Shares Held

254M

Call Options Held

657K

Put Options Held

1.3M

Vanguard Group Inc Valley Forge, PA

39.8M
Shares

$3.9 Billion
0.07% of portfolio
Black Rock Inc. New York, NY

29.2M
Shares

$2.86 Billion
0.05% of portfolio
State Street Corp Boston, MA

21.4M
Shares

$2.1 Billion
0.09% of portfolio
Geode Capital Management, LLC Boston, MA

7.95M
Shares

$779 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

7.92M
Shares

$776 Million
0.18% of portfolio

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...

More about WEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account