Mission Wealth Management, LP Wec Energy Group, Inc. Transaction History

Mission Wealth Management, LP

$4.01 Billion
Q1 2025

A detailed history of Mission Wealth Management, LP transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Mission Wealth Management, LP holds 4,353 shares of WEC stock, worth $458,370. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,353

Previous 3,996 8.93%

Holding current value

$458,370

Previous $375,000 26.4%

% of portfolio

0.01%

Previous 0.01%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$92.12 - $108.98 $32,886 - $38,905	357 Added 8.93%	4,353 $474,000
Q4 2024 Feb 06, 2025	BUY	$92.94 - $101.82 $1,115 - $1,221	12 Added 0.3%	3,996 $375,000
Q3 2024 Oct 31, 2024	SELL	$77.68 - $96.19 $105,800 - $131,010	-1,362 Reduced 25.48%	3,984 $383,000
Q2 2024 Aug 02, 2024	SELL	$77.8 - $85.58 $19,061 - $20,967	-245 Reduced 4.38%	5,346 $419,000
Q1 2024 Apr 30, 2024	BUY	$76.46 - $86.61 $29,360 - $33,258	384 Added 7.37%	5,591 $459,000
Q4 2023 Feb 05, 2024	SELL	$77.03 - $87.0 $6,393 - $7,221	-83 Reduced 1.57%	5,207 $438,000
Q3 2023 Oct 23, 2023	BUY	$79.88 - $92.54 $68,297 - $79,121	855 Added 19.28%	5,290 $426,000
Q2 2023 Aug 04, 2023	SELL	$86.19 - $98.64 $43,956 - $50,306	-510 Reduced 10.31%	4,435 $391,000
Q1 2023 Apr 07, 2023	BUY	$86.57 - $98.21 $4,241 - $4,812	49 Added 1.0%	4,945 $468,000
Q4 2022 Feb 02, 2023	BUY	$84.3 - $99.14 $9,525 - $11,202	113 Added 2.36%	4,896 $459,000
Q3 2022 Oct 12, 2022	SELL	$89.43 - $107.65 $374,085 - $450,299	-4,183 Reduced 46.65%	4,783 $428,000
Q2 2022 Jul 27, 2022	BUY	$90.37 - $108.28 $3,885 - $4,656	43 Added 0.48%	8,966 $902,000
Q4 2021 Feb 11, 2022	SELL	$86.93 - $98.36 $1,130 - $1,278	-13 Reduced 0.15%	8,923 $866,000
Q3 2021 Nov 05, 2021	BUY	$87.77 - $97.59 $12,989 - $14,443	148 Added 1.68%	8,936 $788,000
Q2 2021 Aug 10, 2021	SELL	$88.95 - $99.26 $1,690 - $1,885	-19 Reduced 0.22%	8,788 $782,000
Q1 2021 May 10, 2021	BUY	$80.64 - $94.79 $123,540 - $145,218	1,532 Added 21.06%	8,807 $824,000
Q4 2020 Jan 19, 2021	BUY	$88.68 - $104.85 $373,165 - $441,208	4,208 Added 137.2%	7,275 $670,000
Q2 2020 Aug 03, 2020	BUY	$83.52 - $100.34 $1,419 - $1,705	17 Added 0.56%	3,067 $269,000
Q1 2020 Apr 10, 2020	SELL	$70.89 - $104.72 $8,506 - $12,566	-120 Reduced 3.79%	3,050 $269,000
Q4 2019 Jan 21, 2020	BUY	$87.14 - $96.08 $40,432 - $44,581	464 Added 17.15%	3,170 $292,000
Q3 2019 Oct 16, 2019	BUY	$83.13 - $97.73 $224,949 - $264,457	2,706 New	2,706 $257,000

Others Institutions Holding WEC

# of Institutions

1,394

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 $33.2B
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...

More about WEC

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.

Account

Mission Wealth Management, LP Wec Energy Group, Inc. Transaction History