A detailed history of New Edge Wealth, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, New Edge Wealth, LLC holds 7,279 shares of WEC stock, worth $689,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,279
Previous 7,040 3.39%
Holding current value
$689,394
Previous $552,000 26.81%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$77.68 - $96.19 $18,565 - $22,989
239 Added 3.39%
7,279 $700,000
Q2 2024

Aug 01, 2024

SELL
$77.8 - $85.58 $6,690 - $7,359
-86 Reduced 1.21%
7,040 $552,000
Q1 2024

May 06, 2024

BUY
$76.46 - $86.61 $39,529 - $44,777
517 Added 7.82%
7,126 $585,000
Q4 2023

Jan 29, 2024

SELL
$77.03 - $87.0 $42,828 - $48,372
-556 Reduced 7.76%
6,609 $556,000
Q3 2023

Nov 08, 2023

SELL
$79.88 - $92.54 $24,123 - $27,947
-302 Reduced 4.04%
7,165 $577,000
Q2 2023

Aug 09, 2023

BUY
$86.19 - $98.64 $30,166 - $34,524
350 Added 4.92%
7,467 $658,000
Q1 2023

May 08, 2023

BUY
$86.57 - $98.21 $10,215 - $11,588
118 Added 1.69%
7,117 $674,000
Q4 2022

Feb 14, 2023

BUY
$84.3 - $99.14 $11,717 - $13,780
139 Added 2.03%
6,999 $656,000
Q3 2022

Nov 14, 2022

SELL
$89.43 - $107.65 $13,056 - $15,716
-146 Reduced 2.08%
6,860 $614,000
Q2 2022

Aug 09, 2022

BUY
$90.37 - $108.28 $633,132 - $758,609
7,006 New
7,006 $705,000

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 $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...
More about WEC
Track This Portfolio

Track New Edge Wealth, LLC Portfolio

Follow New Edge Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Wealth, LLC with notifications on news.