Moisand Fitzgerald Tamayo, LLC Wec Energy Group, Inc. Transaction History

Moisand Fitzgerald Tamayo, LLC

$702 Million
Q3 2024

A detailed history of Moisand Fitzgerald Tamayo, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Moisand Fitzgerald Tamayo, LLC holds 5,033 shares of WEC stock, worth $476,675. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,033

Previous 5,033 -0.0%

Holding current value

$476,675

Previous $394,000 22.84%

% of portfolio

0.07%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$86.57 - $98.21 $439,342 - $498,415	-5,075 Reduced 50.21%	5,033 $477,000
Q4 2022 Jan 23, 2023	SELL	$84.3 - $99.14 $4,299 - $5,056	-51 Reduced 0.5%	10,108 $0
Q3 2022 Oct 26, 2022	BUY	$89.43 - $107.65 $10,821 - $13,025	121 Added 1.21%	10,159 $909,000
Q2 2022 Aug 01, 2022	BUY	$90.37 - $108.28 $907,134 - $1.09 Million	10,038 New	10,038 $1.01 Million
Q1 2022 Apr 29, 2022	SELL	$88.34 - $100.29 $873,682 - $991,868	-9,890 Closed	0 $0
Q4 2021 Feb 03, 2022	BUY	$86.93 - $98.36 $6,519 - $7,377	75 Added 0.76%	9,890 $960,000
Q3 2021 Nov 01, 2021	BUY	$87.77 - $97.59 $6,056 - $6,733	69 Added 0.71%	9,815 $866,000
Q2 2021 Aug 03, 2021	BUY	$88.95 - $99.26 $10,229 - $11,414	115 Added 1.19%	9,746 $867,000
Q1 2021 May 03, 2021	BUY	$80.64 - $94.79 $6,289 - $7,393	78 Added 0.82%	9,631 $901,000
Q4 2020 Feb 02, 2021	BUY	$88.68 - $104.85 $5,498 - $6,500	62 Added 0.65%	9,553 $879,000
Q3 2020 Nov 02, 2020	BUY	$87.46 - $99.15 $5,597 - $6,345	64 Added 0.68%	9,491 $920,000
Q2 2020 Aug 07, 2020	BUY	$83.52 - $100.34 $5,261 - $6,321	63 Added 0.67%	9,427 $826,000
Q1 2020 May 13, 2020	BUY	$70.89 - $104.72 $4,253 - $6,283	60 Added 0.64%	9,364 $825,000
Q4 2019 Jan 16, 2020	BUY	$87.14 - $96.08 $5,402 - $5,956	62 Added 0.67%	9,304 $858,000
Q3 2019 Nov 01, 2019	BUY	$83.13 - $97.73 $4,572 - $5,375	55 Added 0.6%	9,242 $879,000
Q2 2019 Aug 05, 2019	BUY	$76.29 - $85.42 $31,431 - $35,193	412 Added 4.7%	9,187 $766,000
Q1 2019 May 03, 2019	BUY	$67.58 - $79.9 $4,527 - $5,353	67 Added 0.77%	8,775 $694,000
Q4 2018 Feb 11, 2019	BUY	$66.65 - $74.96 $4,332 - $4,872	65 Added 0.75%	8,708 $603,000
Q2 2017 Aug 08, 2017	BUY	N/A	8,643	8,643 $531,000

Others Institutions Holding WEC

# of Institutions

1,225

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 $29.9B
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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Moisand Fitzgerald Tamayo, LLC Wec Energy Group, Inc. Transaction History