Plancorp, LLC Wec Energy Group, Inc. Transaction History

Plancorp, LLC

$2.44 Billion
Q3 2024

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 $396,623. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,048

Previous 4,044 0.1%

Holding current value

$396,623

Previous $317,000 22.71%

% of portfolio

0.02%

Previous 0.01%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

1,222

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 $30.9B
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

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.

Account