Steward Partners Investment Advisory, LLC Wec Energy Group, Inc. Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 33,852 shares of WEC stock, worth $3.64 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

33,852

Previous 31,419 7.74%

Holding current value

$3.64 Million

Previous $3.02 Million 5.33%

% of portfolio

0.03%

Previous 0.03%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$92.94 - $101.82 $226,123 - $247,728	2,433 Added 7.74%	33,852 $3.18 Million
Q3 2024 Nov 14, 2024	BUY	$77.68 - $96.19 $71,776 - $88,879	924 Added 3.03%	31,419 $3.02 Million
Q2 2024 Aug 08, 2024	BUY	$77.8 - $85.58 $19,605 - $21,566	252 Added 0.83%	30,495 $2.39 Million
Q1 2024 May 15, 2024	SELL	$76.46 - $86.61 $871,643 - $987,354	-11,400 Reduced 27.38%	30,243 $2.48 Million
Q4 2023 Feb 12, 2024	BUY	$77.03 - $87.0 $90,587 - $102,312	1,176 Added 2.91%	41,643 $3.51 Million
Q3 2023 Nov 13, 2023	SELL	$79.88 - $92.54 $352,909 - $408,841	-4,418 Reduced 9.84%	40,467 $3.26 Million
Q2 2023 Aug 14, 2023	BUY	$86.19 - $98.64 $156,607 - $179,228	1,817 Added 4.22%	44,885 $3.96 Million
Q1 2023 May 15, 2023	BUY	$86.57 - $98.21 $17,227 - $19,543	199 Added 0.46%	43,068 $4.08 Million
Q4 2022 Feb 15, 2023	BUY	$84.3 - $99.14 $406,073 - $477,557	4,817 Added 12.66%	42,869 $4.02 Million
Q3 2022 Nov 10, 2022	BUY	$89.43 - $107.65 $68,324 - $82,244	764 Added 2.05%	38,052 $3.4 Million
Q2 2022 Aug 04, 2022	BUY	$90.37 - $108.28 $98,141 - $117,592	1,086 Added 3.0%	37,288 $3.75 Million
Q1 2022 May 02, 2022	BUY	$88.34 - $100.29 $122,174 - $138,701	1,383 Added 3.97%	36,202 $3.61 Million
Q4 2021 Feb 08, 2022	BUY	$86.93 - $98.36 $58,416 - $66,097	672 Added 1.97%	34,819 $3.38 Million
Q3 2021 Nov 12, 2021	BUY	$87.77 - $97.59 $66,266 - $73,680	755 Added 2.26%	34,147 $3.01 Million
Q2 2021 Aug 13, 2021	SELL	$88.95 - $99.26 $835,151 - $931,952	-9,389 Reduced 21.95%	33,392 $2.97 Million
Q1 2021 May 14, 2021	BUY	$80.64 - $94.79 $862,767 - $1.01 Million	10,699 Added 33.35%	42,781 $4 Million
Q4 2020 Feb 11, 2021	BUY	$88.68 - $104.85 $10,552 - $12,477	119 Added 0.37%	32,082 $2.95 Million
Q3 2020 Oct 30, 2020	BUY	$87.46 - $99.15 $95,681 - $108,470	1,094 Added 3.54%	31,963 $3.1 Million
Q2 2020 Aug 06, 2020	BUY	$83.52 - $100.34 $278,205 - $334,232	3,331 Added 12.1%	30,869 $2.71 Million
Q1 2020 Apr 29, 2020	BUY	$70.89 - $104.72 $159,077 - $234,991	2,244 Added 8.87%	27,538 $2.43 Million
Q4 2019 Jan 17, 2020	BUY	$87.14 - $96.08 $25,706 - $28,343	295 Added 1.18%	25,294 $2.33 Million
Q3 2019 Oct 30, 2019	BUY	$83.13 - $97.73 $43,975 - $51,699	529 Added 2.16%	24,999 $2.38 Million
Q2 2019 Jul 25, 2019	BUY	$76.29 - $85.42 $32,346 - $36,218	424 Added 1.76%	24,470 $2.04 Million
Q1 2019 Apr 30, 2019	BUY	$67.58 - $79.9 $76,365 - $90,287	1,130 Added 4.93%	24,046 $1.9 Million
Q4 2018 Jan 15, 2019	BUY	$66.65 - $74.96 $11,463 - $12,893	172 Added 0.76%	22,916 $1.59 Million
Q3 2018 Oct 23, 2018	BUY	$64.03 - $69.29 $220,839 - $238,981	3,449 Added 17.88%	22,744 $1.52 Million
Q2 2018 Jul 20, 2018	BUY	$58.6 - $64.67 $153,942 - $169,888	2,627 Added 15.76%	19,295 $1.25 Million
Q1 2018 Apr 20, 2018	BUY	$59.47 - $65.77 $139,219 - $153,967	2,341 Added 16.34%	16,668 $1.05 Million
Q4 2017 Jan 19, 2018	BUY	$63.32 - $69.53 $32,546 - $35,738	514 Added 3.72%	14,327 $951,000
Q3 2017 Nov 22, 2017	BUY	$62.78 - $67.04 $44,699 - $47,732	712 Added 5.43%	13,813 $867,000
Q2 2017 Nov 22, 2017	BUY	N/A	11,625 Added 787.6%	13,101 $804,000
Q1 2017 Nov 22, 2017	BUY	N/A	904 Added 158.04%	1,476 $89,000
Q4 2016 Nov 22, 2017	BUY	N/A	572	572 $33,000

Others Institutions Holding WEC

# of Institutions

1,300

Shares Held

263M

Call Options Held

574K

Put Options Held

736K

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 $33.9B
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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Steward Partners Investment Advisory, LLC Wec Energy Group, Inc. Transaction History