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

Valeo Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$77.03 - $87.0 $254,353 - $287,274	3,302 New	3,302 $277,000
Q2 2023 Jul 14, 2023	BUY	$86.19 - $98.64 $196,254 - $224,603	2,277 New	2,277 $200,000
Q2 2021 Jul 22, 2021	SELL	$88.95 - $99.26 $12,364 - $13,797	-139 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$80.64 - $94.79 $1,128 - $1,327	14 Added 11.2%	139 $13,000
Q3 2020 Oct 28, 2020	SELL	$87.46 - $99.15 $7,609 - $8,626	-87 Reduced 41.04%	125 $12,000
Q2 2020 Jul 20, 2020	BUY	$83.52 - $100.34 $11,358 - $13,646	136 Added 178.95%	212 $19,000
Q1 2020 Apr 13, 2020	BUY	$70.89 - $104.72 $1,063 - $1,570	15 Added 24.59%	76 $7,000
Q3 2019 Oct 15, 2019	SELL	$83.13 - $97.73 $14,630 - $17,200	-176 Reduced 74.26%	61 $6,000
Q4 2018 Jan 30, 2019	SELL	$66.65 - $74.96 $1,932 - $2,173	-29 Reduced 10.9%	237 $16,000
Q3 2018 Nov 01, 2018	BUY	$64.03 - $69.29 $1,856 - $2,009	29 Added 12.24%	266 $18,000
Q2 2018 Aug 14, 2018	BUY	$58.6 - $64.67 $1,465 - $1,616	25 Added 11.79%	237 $16,000
Q1 2018 Apr 12, 2018	BUY	$59.47 - $65.77 $10,169 - $11,246	171 Added 417.07%	212 $13,000
Q4 2017 Feb 09, 2018	SELL	$63.32 - $69.53 $4,179 - $4,588	-66 Reduced 61.68%	41 $3,000
Q3 2017 Nov 14, 2017	BUY	$62.78 - $67.04 $6,717 - $7,173	107	107 $7,000

1,225

254M

657K

1.3M

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $29.3B
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...

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