A detailed history of Modern Wealth Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Modern Wealth Management, LLC holds 6,757 shares of WEC stock, worth $725,972. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,757
Previous 6,488 4.15%
Holding current value
$725,972
Previous $657 Million 12.14%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$92.12 - $108.98 $24,780 - $29,315
269 Added 4.15%
6,757 $736 Million
Q4 2024

May 30, 2025

SELL
$92.94 - $101.82 $41,823 - $45,819
-450 Reduced 6.66%
6,307 $593,000
Q4 2024

May 29, 2025

SELL
$92.94 - $101.82 $41,823 - $45,819
-450 Reduced 6.66%
6,307 $593,000
Q4 2024

Feb 11, 2025

BUY
$92.94 - $101.82 $249,450 - $273,284
2,684 Added 70.56%
6,488 $657 Million
Q3 2024

May 30, 2025

SELL
$77.68 - $96.19 $229,389 - $284,049
-2,953 Reduced 43.7%
3,804 $365,000
Q3 2024

May 29, 2025

SELL
$77.68 - $96.19 $229,389 - $284,049
-2,953 Reduced 43.7%
3,804 $365,000
Q2 2024

May 29, 2025

SELL
$77.8 - $85.58 $229,821 - $252,803
-2,954 Reduced 43.72%
3,803 $298,000
Q2 2024

Aug 07, 2024

BUY
$77.8 - $85.58 $72,120 - $79,332
927 Added 32.22%
3,804 $298 Million
Q1 2024

May 28, 2025

SELL
$76.46 - $86.61 $307,980 - $348,865
-4,028 Reduced 59.61%
2,729 $224 Million
Q1 2024

May 13, 2024

BUY
$76.46 - $86.61 $17,968 - $20,353
235 Added 8.89%
2,877 $246 Million
Q4 2023

May 28, 2025

SELL
$77.03 - $87.0 $316,978 - $358,005
-4,115 Reduced 60.9%
2,642 $222 Million
Q4 2023

Feb 14, 2024

BUY
$77.03 - $87.0 $203,513 - $229,854
2,642 New
2,642 $222 Million

Others Institutions Holding WEC

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...
More about WEC
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