Wealth Architects, LLC Wec Energy Group, Inc. Transaction History

Wealth Architects, LLC

$739 Million
Q1 2024

A detailed history of Wealth Architects, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 5,130 shares of WEC stock, worth $399,370. This represents 0.06% of its overall portfolio holdings.

Number of Shares

5,130

Previous 5,148 0.35%

Holding current value

$399,370

Previous $433,000 2.77%

% of portfolio

0.06%

Previous 0.06%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$76.46 - $86.61 $1,376 - $1,558	-18 Reduced 0.35%	5,130 $421,000
Q3 2023 Nov 09, 2023	BUY	$79.88 - $92.54 $1,437 - $1,665	18 Added 0.35%	5,148 $414,000
Q2 2023 Aug 02, 2023	BUY	$86.19 - $98.64 $31,545 - $36,102	366 Added 7.68%	5,130 $452,000
Q4 2022 Feb 09, 2023	SELL	$84.3 - $99.14 $13,150 - $15,465	-156 Reduced 3.17%	4,764 $446,000
Q3 2022 Oct 24, 2022	SELL	$89.43 - $107.65 $2,414 - $2,906	-27 Reduced 0.55%	4,920 $440,000

Q1 2022 May 17, 2022	BUY	$88.34 - $100.29 $176 - $200	2 Added 0.04%	4,947 $494,000
Q4 2021 Jan 19, 2022	BUY	$86.93 - $98.36 $5,128 - $5,803	59 Added 1.21%	4,945 $480,000
Q3 2021 Nov 09, 2021	SELL	$87.77 - $97.59 $1,492 - $1,659	-17 Reduced 0.35%	4,886 $430,000
Q2 2021 Aug 09, 2021	BUY	$88.95 - $99.26 $12,808 - $14,293	144 Added 3.03%	4,903 $436,000
Q1 2021 Apr 29, 2021	SELL	$80.64 - $94.79 $1,532 - $1,801	-19 Reduced 0.4%	4,759 $445,000
Q4 2020 Jan 28, 2021	BUY	$88.68 - $104.85 $532 - $629	6 Added 0.13%	4,778 $440,000
Q3 2020 Nov 09, 2020	SELL	$87.46 - $99.15 $437 - $495	-5 Reduced 0.1%	4,772 $462,000
Q2 2020 Aug 14, 2020	BUY	$83.52 - $100.34 $668 - $802	8 Added 0.17%	4,777 $419,000
Q1 2020 Apr 23, 2020	SELL	$70.89 - $104.72 $3,119 - $4,607	-44 Reduced 0.91%	4,769 $420,000
Q4 2019 Jan 28, 2020	BUY	$87.14 - $96.08 $2,788 - $3,074	32 Added 0.67%	4,813 $444,000
Q3 2019 Oct 23, 2019	SELL	$83.13 - $97.73 $249 - $293	-3 Reduced 0.06%	4,781 $455,000
Q2 2019 Jul 12, 2019	BUY	$76.29 - $85.42 $305 - $341	4 Added 0.08%	4,784 $399,000
Q1 2019 May 01, 2019	BUY	$67.58 - $79.9 $202 - $239	3 Added 0.06%	4,780 $378,000
Q4 2018 Jan 17, 2019	SELL	$66.65 - $74.96 $1,666 - $1,873	-25 Reduced 0.52%	4,777 $331,000
Q3 2018 Oct 04, 2018	BUY	$64.03 - $69.29 $1,600 - $1,732	25 Added 0.52%	4,802 $321,000
Q2 2018 Jul 19, 2018	BUY	$58.6 - $64.67 $175 - $194	3 Added 0.06%	4,777 $309,000
Q1 2018 Apr 13, 2018	SELL	$59.47 - $65.77 $58,518 - $64,717	-984 Reduced 17.09%	4,774 $299,000
Q2 2017 Aug 10, 2017	BUY	N/A	5,758	5,758 $353,000

Others Institutions Holding WEC

# of Institutions

1,116

Shares Held

247M

Call Options Held

210K

Put Options Held

476K

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 $24.6B
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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Wealth Architects, LLC Wec Energy Group, Inc. Transaction History