A detailed history of Warren Averett Asset Management, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Warren Averett Asset Management, LLC holds 4,371 shares of WEC stock, worth $417,343. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,371
Previous 3,488 25.32%
Holding current value
$417,343
Previous $286,000 19.58%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$77.8 - $85.58 $68,697 - $75,567
883 Added 25.32%
4,371 $342,000
Q1 2024

May 15, 2024

BUY
$76.46 - $86.61 $266,692 - $302,095
3,488 New
3,488 $286,000
Q4 2018

Feb 13, 2019

SELL
$66.65 - $74.96 $232,208 - $261,160
-3,484 Closed
0 $0
Q1 2018

May 04, 2018

BUY
$59.47 - $65.77 $187,508 - $207,372
3,153 Added 952.57%
3,484 $218,000
Q4 2017

Feb 12, 2018

BUY
$63.32 - $69.53 $20,958 - $23,014
331
331 $22,000

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 $30.1B
  • 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...
More about WEC
Track This Portfolio

Track Warren Averett Asset Management, LLC Portfolio

Follow Warren Averett Asset Management, 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 Warren Averett Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Warren Averett Asset Management, LLC with notifications on news.