Marcum Wealth, LLC Wec Energy Group, Inc. Transaction History

Marcum Wealth, LLC

$1.06 Billion
Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Marcum Wealth, LLC holds 7,225 shares of WEC stock, worth $735,649. This represents 0.07% of its overall portfolio holdings.

Number of Shares

7,225

Previous 6,618 9.17%

Holding current value

$735,649

Previous $519,000 33.72%

% of portfolio

0.07%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$77.68 - $96.19 $47,151 - $58,387	607 Added 9.17%	7,225 $694,000
Q2 2024 Jul 02, 2024	BUY	$77.8 - $85.58 $145,174 - $159,692	1,866 Added 39.27%	6,618 $519,000
Q1 2024 Apr 10, 2024	SELL	$76.46 - $86.61 $143,591 - $162,653	-1,878 Reduced 28.33%	4,752 $390,000
Q4 2023 Jan 10, 2024	SELL	$77.03 - $87.0 $7,780 - $8,787	-101 Reduced 1.5%	6,630 $558,000
Q3 2023 Oct 10, 2023	SELL	$79.88 - $92.54 $4,313 - $4,997	-54 Reduced 0.8%	6,731 $542,000
Q2 2023 Jul 13, 2023	BUY	$86.19 - $98.64 $119,890 - $137,208	1,391 Added 25.79%	6,785 $598,000
Q1 2023 Apr 19, 2023	BUY	$86.57 - $98.21 $49,085 - $55,685	567 Added 11.75%	5,394 $511,000
Q4 2022 Jan 12, 2023	SELL	$84.3 - $99.14 $5,142 - $6,047	-61 Reduced 1.25%	4,827 $0
Q3 2022 Oct 11, 2022	BUY	$89.43 - $107.65 $1,430 - $1,722	16 Added 0.33%	4,888 $437,000
Q2 2022 Jul 14, 2022	BUY	$90.37 - $108.28 $11,476 - $13,751	127 Added 2.68%	4,872 $490,000
Q1 2022 Apr 20, 2022	BUY	$88.34 - $100.29 $1,766 - $2,005	20 Added 0.42%	4,745 $474,000
Q4 2021 Feb 01, 2022	BUY	$86.93 - $98.36 $434 - $491	5 Added 0.11%	4,725 $459,000
Q3 2021 Nov 08, 2021	SELL	$87.77 - $97.59 $29,929 - $33,278	-341 Reduced 6.74%	4,720 $416,000
Q2 2021 Aug 10, 2021	SELL	$88.95 - $99.26 $18,145 - $20,249	-204 Reduced 3.87%	5,061 $450,000
Q1 2021 May 11, 2021	BUY	$80.64 - $94.79 $424,569 - $499,069	5,265 New	5,265 $493,000

Others Institutions Holding WEC

# of Institutions

1,223

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 $32.1B
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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Marcum Wealth, LLC Wec Energy Group, Inc. Transaction History