A detailed history of Ropes Wealth Advisors LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 3,557 shares of WEC stock, worth $353,138. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,557
Previous 4,950 28.14%
Holding current value
$353,138
Previous $436,000 34.4%
% of portfolio
0.06%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023

SELL
$79.88 - $92.54 $111,272 - $128,908
-1,393 Reduced 28.14%
3,557 $286,000
Q2 2023

Aug 07, 2023

BUY
$86.19 - $98.64 $31,717 - $36,299
368 Added 8.03%
4,950 $436,000
Q1 2023

May 08, 2023

BUY
$86.57 - $98.21 $144,052 - $163,421
1,664 Added 57.03%
4,582 $434,000
Q4 2022

Feb 06, 2023

BUY
$84.3 - $99.14 $245,987 - $289,290
2,918 New
2,918 $273,000
Q2 2022

Aug 10, 2022

SELL
$90.37 - $108.28 $221,587 - $265,502
-2,452 Closed
0 $0
Q1 2022

May 04, 2022

SELL
$88.34 - $100.29 $77,474 - $87,954
-877 Reduced 26.34%
2,452 $244,000
Q4 2021

Feb 10, 2022

SELL
$86.93 - $98.36 $538,096 - $608,848
-6,190 Reduced 65.03%
3,329 $323,000
Q3 2021

Nov 05, 2021

BUY
$87.77 - $97.59 $191,952 - $213,429
2,187 Added 29.83%
9,519 $840,000
Q2 2021

Aug 04, 2021

SELL
$88.95 - $99.26 $4,002 - $4,466
-45 Reduced 0.61%
7,332 $652,000
Q1 2021

May 12, 2021

BUY
$80.64 - $94.79 $38,223 - $44,930
474 Added 6.87%
7,377 $711,000
Q4 2020

Feb 05, 2021

SELL
$88.68 - $104.85 $44,428 - $52,529
-501 Reduced 6.77%
6,903 $635,000
Q3 2020

Oct 16, 2020

SELL
$87.46 - $99.15 $5,947 - $6,742
-68 Reduced 0.91%
7,404 $717,000
Q2 2020

Jul 20, 2020

BUY
$83.52 - $100.34 $85,775 - $103,049
1,027 Added 15.93%
7,472 $655,000
Q1 2020

Apr 24, 2020

BUY
$70.89 - $104.72 $7,656 - $11,309
108 Added 1.7%
6,445 $568,000
Q4 2019

Feb 05, 2020

BUY
$87.14 - $96.08 $294,533 - $324,750
3,380 Added 114.31%
6,337 $584,000
Q3 2019

Nov 05, 2019

BUY
$83.13 - $97.73 $245,815 - $288,987
2,957 New
2,957 $281,000
Q2 2018

Aug 13, 2018

SELL
$58.6 - $64.67 $761 - $840
-13 Closed
0 $0
Q1 2018

Apr 30, 2018

SELL
$59.47 - $65.77 $3,568 - $3,946
-60 Reduced 82.19%
13 $1,000
Q4 2017

Feb 13, 2018

BUY
$63.32 - $69.53 $4,622 - $5,075
73
73 $5,000

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 $31.3B
  • 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 Ropes Wealth Advisors LLC Portfolio

Follow Ropes Wealth Advisors 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 Ropes Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ropes Wealth Advisors LLC with notifications on news.