A detailed history of Plancorp, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Plancorp, LLC holds 4,048 shares of WEC stock, worth $383,386. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,048
Previous 4,044 0.1%
Holding current value
$383,386
Previous $317,000 22.71%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 12, 2024

BUY
$77.68 - $96.19 $310 - $384
4 Added 0.1%
4,048 $389,000
Q2 2024

Aug 09, 2024

SELL
$77.8 - $85.58 $5,835 - $6,418
-75 Reduced 1.82%
4,044 $317,000
Q1 2024

May 14, 2024

BUY
$76.46 - $86.61 $7,416 - $8,401
97 Added 2.41%
4,119 $338,000
Q4 2023

Feb 09, 2024

SELL
$77.03 - $87.0 $72,716 - $82,128
-944 Reduced 19.01%
4,022 $338,000
Q3 2023

Nov 08, 2023

BUY
$79.88 - $92.54 $8,547 - $9,901
107 Added 2.2%
4,966 $400,000
Q2 2023

Jul 26, 2023

SELL
$86.19 - $98.64 $10,515 - $12,034
-122 Reduced 2.45%
4,859 $428,000
Q1 2023

May 11, 2023

BUY
$86.57 - $98.21 $8,483 - $9,624
98 Added 2.01%
4,981 $472,000
Q4 2022

Feb 14, 2023

SELL
$84.3 - $99.14 $140,443 - $165,167
-1,666 Reduced 25.44%
4,883 $457,000
Q3 2022

Nov 10, 2022

SELL
$89.43 - $107.65 $2,235 - $2,691
-25 Reduced 0.38%
6,549 $586,000
Q2 2022

Aug 04, 2022

BUY
$90.37 - $108.28 $3,524 - $4,222
39 Added 0.6%
6,574 $662,000
Q1 2022

May 13, 2022

SELL
$88.34 - $100.29 $706 - $802
-8 Reduced 0.12%
6,535 $652,000
Q4 2021

Feb 11, 2022

SELL
$86.93 - $98.36 $29,903 - $33,835
-344 Reduced 4.99%
6,543 $635,000
Q3 2021

Nov 15, 2021

BUY
$87.77 - $97.59 $2,984 - $3,318
34 Added 0.5%
6,887 $607,000
Q2 2021

Aug 13, 2021

SELL
$88.95 - $99.26 $1,690 - $1,885
-19 Reduced 0.28%
6,853 $610,000
Q1 2021

May 14, 2021

SELL
$80.64 - $94.79 $91,607 - $107,681
-1,136 Reduced 14.19%
6,872 $643,000
Q4 2020

Feb 09, 2021

BUY
$88.68 - $104.85 $171,241 - $202,465
1,931 Added 31.78%
8,008 $737,000
Q3 2020

Nov 16, 2020

SELL
$87.46 - $99.15 $226,084 - $256,302
-2,585 Reduced 29.84%
6,077 $589,000
Q2 2020

Aug 11, 2020

BUY
$83.52 - $100.34 $835 - $1,003
10 Added 0.12%
8,662 $759,000
Q1 2020

May 14, 2020

SELL
$70.89 - $104.72 $77,908 - $115,087
-1,099 Reduced 11.27%
8,652 $762,000
Q4 2019

Feb 03, 2020

SELL
$87.14 - $96.08 $64,483 - $71,099
-740 Reduced 7.05%
9,751 $899,000
Q3 2019

Nov 12, 2019

SELL
$83.13 - $97.73 $1.45 Million - $1.7 Million
-17,391 Reduced 62.37%
10,491 $998,000
Q2 2019

Aug 13, 2019

BUY
$76.29 - $85.42 $801,121 - $896,995
10,501 Added 60.42%
27,882 $2.25 Million
Q1 2019

May 14, 2019

BUY
$67.58 - $79.9 $20,476 - $24,209
303 Added 1.77%
17,381 $1.37 Million
Q4 2018

Feb 14, 2019

SELL
$66.65 - $74.96 $11,730 - $13,192
-176 Reduced 1.02%
17,078 $1.18 Million
Q3 2018

Nov 13, 2018

SELL
$64.03 - $69.29 $448 - $485
-7 Reduced 0.04%
17,254 $1.15 Million
Q2 2018

Aug 14, 2018

SELL
$58.6 - $64.67 $234 - $258
-4 Reduced 0.02%
17,261 $1.12 Million
Q1 2018

Apr 16, 2018

SELL
$59.47 - $65.77 $41,331 - $45,710
-695 Reduced 3.87%
17,265 $1.08 Million
Q4 2017

Jan 19, 2018

BUY
$63.32 - $69.53 $44,007 - $48,323
695 Added 4.03%
17,960 $1.19 Million
Q3 2017

Oct 11, 2017

BUY
$62.78 - $67.04 $1.08 Million - $1.16 Million
17,265
17,265 $1.08 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 $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 Plancorp, LLC Portfolio

Follow Plancorp, 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 Plancorp, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plancorp, LLC with notifications on news.