A detailed history of Sky Oak Wealth, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,244 shares of WEC stock, worth $357,975. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,244
Previous 3,244 -0.0%
Holding current value
$357,975
Previous $353,000 4.25%
% of portfolio
0.07%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025

BUY
$92.12 - $108.98 $298,837 - $353,531
3,244 New
3,244 $353,000
Q1 2023

May 02, 2023

SELL
$86.57 - $98.21 $10,994 - $12,472
-127 Reduced 4.78%
2,531 $239,000
Q2 2022

Jul 26, 2022

SELL
$90.37 - $108.28 $54,131 - $64,859
-599 Reduced 18.39%
2,658 $268,000
Q4 2019

Feb 04, 2020

BUY
$87.14 - $96.08 $283,814 - $312,932
3,257 New
3,257 $300,000

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 $34.8B
  • 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 Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, 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 Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.