A detailed history of Phillips Wealth Planners LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,062 shares of WEC stock, worth $387,230. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,062
Previous 3,242 25.29%
Holding current value
$387,230
Previous $253 Million 58.24%
% of portfolio
0.38%
Previous 0.27%

Shares

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

Oct 28, 2024

BUY
$77.68 - $96.19 $63,697 - $78,875
820 Added 25.29%
4,062 $401 Million
Q2 2024

Aug 02, 2024

SELL
$77.8 - $85.58 $3,656 - $4,022
-47 Reduced 1.43%
3,242 $253 Million
Q1 2024

Apr 29, 2024

SELL
$76.46 - $86.61 $110,178 - $124,805
-1,441 Reduced 30.47%
3,289 $256 Million
Q4 2023

Feb 12, 2024

SELL
$77.03 - $87.0 $115,005 - $129,891
-1,493 Reduced 23.99%
4,730 $380 Million
Q3 2023

Oct 30, 2023

SELL
$79.88 - $92.54 $2,396 - $2,776
-30 Reduced 0.48%
6,223 $513 Million
Q2 2023

Jul 26, 2023

BUY
$86.19 - $98.64 $47,490 - $54,350
551 Added 9.66%
6,253 $552 Million
Q1 2023

May 15, 2023

BUY
$86.57 - $98.21 $268,799 - $304,942
3,105 Added 119.56%
5,702 $547 Million
Q4 2022

Feb 14, 2023

BUY
$84.3 - $99.14 $218,927 - $257,466
2,597 New
2,597 $242 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 $30.1B
  • 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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