Summit Financial Wealth Advisors, LLC Wec Energy Group, Inc. Transaction History

Summit Financial Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 09, 2021	SELL	$88.95 - $99.26 $218,905 - $244,278	-2,461 Closed	0 $0
Q1 2021 Apr 23, 2021	SELL	$80.64 - $94.79 $9,192 - $10,806	-114 Reduced 4.43%	2,461 $226,000
Q4 2020 Jan 11, 2021	SELL	$88.68 - $104.85 $9,754 - $11,533	-110 Reduced 4.1%	2,575 $250,000
Q3 2020 Nov 09, 2020	SELL	$87.46 - $99.15 $9,970 - $11,303	-114 Reduced 4.07%	2,685 $277,000
Q1 2020 Apr 29, 2020	SELL	$70.89 - $104.72 $16,375 - $24,190	-231 Reduced 7.62%	2,799 $255,000
Q4 2019 Jan 28, 2020	SELL	$87.14 - $96.08 $25,357 - $27,959	-291 Reduced 8.76%	3,030 $298,000
Q1 2019 May 01, 2019	SELL	$67.58 - $79.9 $6,082 - $7,191	-90 Reduced 2.64%	3,321 $259,000
Q4 2018 Feb 01, 2019	SELL	$66.65 - $74.96 $7,931 - $8,920	-119 Reduced 3.37%	3,411 $236,000
Q3 2018 Oct 22, 2018	SELL	$64.03 - $69.29 $235,246 - $254,571	-3,674 Reduced 51.0%	3,530 $239,000
Q1 2018 Apr 09, 2018	BUY	$59.47 - $65.77 $428,421 - $473,807	7,204 New	7,204 $452,000
Q1 2018 Apr 06, 2018	SELL	$59.47 - $65.77 $448,879 - $496,431	-7,548 Closed	0 $0
Q4 2017 Feb 05, 2018	SELL	$63.32 - $69.53 $347,563 - $381,650	-5,489 Reduced 42.1%	7,548 $501,000
Q3 2017 Nov 06, 2017	SELL	$62.78 - $67.04 $106,663 - $113,900	-1,699 Reduced 11.53%	13,037 $818,000
Q2 2017 Aug 14, 2017	BUY	N/A	14,736	14,736 $904,000

1,223

254M

657K

1.3M

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $32.1B
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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