Resources Investment Advisors, Llc. Wec Energy Group, Inc. Transaction History

Resources Investment Advisors, Llc.

$6.22 Billion
Q1 2024

A detailed history of Resources Investment Advisors, Llc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 7,262 shares of WEC stock, worth $564,112. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,262

Previous 6,368 14.04%

Holding current value

$564,112

Previous $535,000 11.4%

% of portfolio

0.01%

Previous 0.01%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	BUY	$76.46 - $86.61 $68,355 - $77,429	894 Added 14.04%	7,262 $596,000
Q4 2023 Feb 13, 2024	BUY	$77.03 - $87.0 $539 - $609	7 Added 0.11%	6,368 $535,000
Q3 2023 Nov 14, 2023	BUY	$79.88 - $92.54 $61,347 - $71,070	768 Added 13.73%	6,361 $512,000
Q2 2023 Aug 07, 2023	BUY	$86.19 - $98.64 $8,360 - $9,568	97 Added 1.76%	5,593 $493,000
Q1 2023 May 10, 2023	BUY	$86.57 - $98.21 $32,463 - $36,828	375 Added 7.32%	5,496 $520,000

Q4 2022 Feb 02, 2023	BUY	$84.3 - $99.14 $77,556 - $91,208	920 Added 21.9%	5,121 $480,000
Q3 2022 Nov 08, 2022	BUY	$89.43 - $107.65 $13,146 - $15,824	147 Added 3.63%	4,201 $376,000
Q2 2022 Aug 08, 2022	BUY	$90.37 - $108.28 $1,536 - $1,840	17 Added 0.42%	4,054 $408,000
Q1 2022 May 05, 2022	BUY	$88.34 - $100.29 $14,841 - $16,848	168 Added 4.34%	4,037 $403,000
Q4 2021 Feb 23, 2022	SELL	$86.93 - $98.36 $5,650 - $6,393	-65 Reduced 1.65%	3,869 $376,000
Q3 2021 Nov 05, 2021	SELL	$87.77 - $97.59 $14,306 - $15,907	-163 Reduced 3.98%	3,934 $346,000
Q2 2021 Aug 09, 2021	BUY	$88.95 - $99.26 $622 - $694	7 Added 0.17%	4,097 $364,000
Q1 2021 May 10, 2021	BUY	$80.64 - $94.79 $8,225 - $9,668	102 Added 2.56%	4,090 $382,000
Q4 2020 Feb 08, 2021	BUY	$88.68 - $104.85 $15,075 - $17,824	170 Added 4.45%	3,988 $367,000
Q3 2020 Oct 09, 2020	BUY	$87.46 - $99.15 $3,498 - $3,966	40 Added 1.06%	3,818 $369,000
Q1 2020 May 14, 2020	SELL	$70.89 - $104.72 $48,488 - $71,628	-684 Reduced 15.33%	3,778 $332,000
Q4 2019 Feb 07, 2020	SELL	$87.14 - $96.08 $1,742 - $1,921	-20 Reduced 0.45%	4,462 $411,000
Q3 2019 Nov 08, 2019	SELL	$83.13 - $97.73 $117,130 - $137,701	-1,409 Reduced 23.92%	4,482 $426,000
Q2 2019 Aug 12, 2019	BUY	$76.29 - $85.42 $363,979 - $407,538	4,771 Added 425.98%	5,891 $0
Q1 2019 May 10, 2019	SELL	$67.58 - $79.9 $3,514 - $4,154	-52 Reduced 4.44%	1,120 $0
Q4 2018 Feb 12, 2019	BUY	$66.65 - $74.96 $78,113 - $87,853	1,172 New	1,172 $81,000
Q3 2018 Nov 07, 2018	SELL	$64.03 - $69.29 $78,500 - $84,949	-1,226 Closed	0 $0
Q2 2018 Aug 15, 2018	SELL	$58.6 - $64.67 $937 - $1,034	-16 Reduced 1.29%	1,226 $79,000
Q1 2018 May 14, 2018	BUY	$59.47 - $65.77 $1,843 - $2,038	31 Added 2.56%	1,242 $78,000
Q4 2017 Jan 31, 2018	SELL	$63.32 - $69.53 $2,026 - $2,224	-32 Reduced 2.57%	1,211 $80,000
Q2 2017 Aug 14, 2017	BUY	N/A	1,243	1,243 $76,000

Others Institutions Holding WEC

# of Institutions

1,116

Shares Held

247M

Call Options Held

210K

Put Options Held

476K

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 $24.5B
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...

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Resources Investment Advisors, Llc. Wec Energy Group, Inc. Transaction History