A detailed history of Paragon Private Wealth Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 7,435 shares of WEC stock, worth $704,168. This represents 0.36% of its overall portfolio holdings.

Number of Shares
7,435
Previous 6,607 12.53%
Holding current value
$704,168
Previous $518,000 38.03%
% of portfolio
0.36%
Previous 0.3%

Shares

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

Nov 07, 2024

BUY
$77.68 - $96.19 $64,319 - $79,645
828 Added 12.53%
7,435 $715,000
Q2 2024

Aug 12, 2024

BUY
$77.8 - $85.58 $15,326 - $16,859
197 Added 3.07%
6,607 $518,000
Q1 2024

May 13, 2024

BUY
$76.46 - $86.61 $14,145 - $16,022
185 Added 2.97%
6,410 $526,000
Q4 2023

Feb 09, 2024

BUY
$77.03 - $87.0 $55,384 - $62,553
719 Added 13.06%
6,225 $523,000
Q3 2023

Nov 13, 2023

BUY
$79.88 - $92.54 $38,661 - $44,789
484 Added 9.64%
5,506 $443,000
Q2 2023

Aug 03, 2023

BUY
$86.19 - $98.64 $33,872 - $38,765
393 Added 8.49%
5,022 $443,000
Q1 2023

Apr 17, 2023

BUY
$86.57 - $98.21 $112,194 - $127,280
1,296 Added 38.88%
4,629 $438,000
Q4 2022

Feb 13, 2023

BUY
$84.3 - $99.14 $280,971 - $330,433
3,333 New
3,333 $312,000

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 Paragon Private Wealth Management, LLC Portfolio

Follow Paragon Private Wealth Management, 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 Paragon Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paragon Private Wealth Management, LLC with notifications on news.