Sequoia Financial Advisors, LLC Wec Energy Group, Inc. Transaction History

Sequoia Financial Advisors, LLC

$8.93 Billion
Q3 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 53,200 shares of WEC stock, worth $5.04 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

53,200

Previous 56,905 6.51%

Holding current value

$5.04 Million

Previous $4.46 Million 14.63%

% of portfolio

0.06%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$77.68 - $96.19 $287,804 - $356,383	-3,705 Reduced 6.51%	53,200 $5.12 Million
Q2 2024 Jul 15, 2024	SELL	$77.8 - $85.58 $439,647 - $483,612	-5,651 Reduced 9.03%	56,905 $4.46 Million
Q1 2024 Apr 30, 2024	SELL	$76.46 - $86.61 $179,986 - $203,879	-2,354 Reduced 3.63%	62,556 $5.14 Million
Q4 2023 Jan 25, 2024	BUY	$77.03 - $87.0 $947,546 - $1.07 Million	12,301 Added 23.38%	64,910 $5.46 Million
Q3 2023 Nov 08, 2023	BUY	$79.88 - $92.54 $3.87 Million - $4.48 Million	48,400 Added 1149.92%	52,609 $4.24 Million
Q2 2023 Aug 08, 2023	BUY	$86.19 - $98.64 $43,008 - $49,221	499 Added 13.45%	4,209 $371,000
Q1 2023 Apr 24, 2023	BUY	$86.57 - $98.21 $46,747 - $53,033	540 Added 17.03%	3,710 $351,000
Q4 2022 Feb 10, 2023	SELL	$84.3 - $99.14 $28,324 - $33,311	-336 Reduced 9.58%	3,170 $297,000
Q4 2022 Jan 17, 2023	BUY	$84.3 - $99.14 $83,962 - $98,743	996 Added 39.68%	3,506 $0
Q3 2022 Oct 26, 2022	SELL	$89.43 - $107.65 $67,609 - $81,383	-756 Reduced 23.15%	2,510 $224,000
Q2 2022 Jul 22, 2022	SELL	$90.37 - $108.28 $10,573 - $12,668	-117 Reduced 3.46%	3,266 $329,000
Q1 2022 May 13, 2022	BUY	$88.34 - $100.29 $85,601 - $97,181	969 Added 40.14%	3,383 $337,000
Q4 2021 Feb 11, 2022	BUY	$86.93 - $98.36 $209,849 - $237,441	2,414 New	2,414 $234,000
Q4 2019 Feb 13, 2020	SELL	$87.14 - $96.08 $1.1 Million - $1.21 Million	-12,629 Closed	0 $0
Q3 2019 Oct 22, 2019	SELL	$83.13 - $97.73 $27,183 - $31,957	-327 Reduced 2.52%	12,629 $1.2 Million
Q1 2019 May 13, 2019	BUY	$67.58 - $79.9 $875,566 - $1.04 Million	12,956 New	12,956 $1.03 Million

Others Institutions Holding WEC

# of Institutions

1,225

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 $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...

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Sequoia Financial Advisors, LLC Wec Energy Group, Inc. Transaction History