A detailed history of Valley National Advisers Inc transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Valley National Advisers Inc holds 338 shares of WEC stock, worth $32,011. This represents 0.01% of its overall portfolio holdings.

Number of Shares
338
Previous 343 1.46%
Holding current value
$32,011
Previous $26,000 23.08%
% of portfolio
0.01%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

SELL
$77.68 - $96.19 $388 - $480
-5 Reduced 1.46%
338 $32,000
Q2 2024

Jul 18, 2024

SELL
$77.8 - $85.58 $3,890 - $4,279
-50 Reduced 12.72%
343 $26,000
Q1 2024

Apr 19, 2024

SELL
$76.46 - $86.61 $1,911 - $2,165
-25 Reduced 5.98%
393 $32,000
Q4 2023

Jan 25, 2024

BUY
$77.03 - $87.0 $4,236 - $4,785
55 Added 15.15%
418 $35,000
Q3 2023

Nov 13, 2023

BUY
$79.88 - $92.54 $1,597 - $1,850
20 Added 5.83%
363 $29,000
Q2 2023

Jul 31, 2023

BUY
$86.19 - $98.64 $430 - $493
5 Added 1.48%
343 $31,000
Q2 2022

Jul 15, 2022

SELL
$90.37 - $108.28 $7,862 - $9,420
-87 Reduced 20.47%
338 $34,000
Q1 2022

May 06, 2022

BUY
$88.34 - $100.29 $7,685 - $8,725
87 Added 25.74%
425 $43,000
Q1 2021

May 07, 2021

BUY
$80.64 - $94.79 $1,774 - $2,085
22 Added 6.96%
338 $32,000
Q3 2019

Nov 12, 2019

SELL
$83.13 - $97.73 $61,266 - $72,027
-737 Reduced 69.99%
316 $30,000
Q4 2018

Feb 25, 2019

BUY
$66.65 - $74.96 $6,998 - $7,870
105 Added 11.08%
1,053 $73,000
Q2 2018

Aug 14, 2018

BUY
$58.6 - $64.67 $55,552 - $61,307
948 New
948 $61,000

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 $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...
More about WEC
Track This Portfolio

Track Valley National Advisers Inc Portfolio

Follow Valley National Advisers Inc 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 Valley National Advisers Inc, based on Form 13F filings with the SEC.

News

Stay updated on Valley National Advisers Inc with notifications on news.