Wealthspire Advisors, LLC Wec Energy Group, Inc. Transaction History

Wealthspire Advisors, LLC

$7.78 Billion
Q2 2024

A detailed history of Wealthspire Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,758 shares of WEC stock, worth $938,622. This represents 0.01% of its overall portfolio holdings.

Number of Shares

9,758

Previous 8,783 11.1%

Holding current value

$938,622

Previous $721,000 6.1%

% of portfolio

0.01%

Previous 0.01%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 08, 2024	BUY	$77.8 - $85.58 $75,855 - $83,440	975 Added 11.1%	9,758 $765,000
Q1 2024 May 06, 2024	SELL	$76.46 - $86.61 $23,320 - $26,416	-305 Reduced 3.36%	8,783 $721,000
Q4 2023 Feb 06, 2024	SELL	$77.03 - $87.0 $137,575 - $155,382	-1,786 Reduced 16.42%	9,088 $764,000
Q3 2023 Nov 06, 2023	BUY	$79.88 - $92.54 $165,032 - $191,187	2,066 Added 23.46%	10,874 $875,000
Q2 2023 Jul 31, 2023	SELL	$86.19 - $98.64 $365,617 - $418,430	-4,242 Reduced 32.51%	8,808 $777,000
Q1 2023 May 09, 2023	BUY	$86.57 - $98.21 $382,985 - $434,481	4,424 Added 51.29%	13,050 $1.24 Million
Q4 2022 Feb 13, 2023	BUY	$84.3 - $99.14 $6,238 - $7,336	74 Added 0.87%	8,626 $808,000
Q3 2022 Nov 14, 2022	BUY	$89.43 - $107.65 $145,413 - $175,038	1,626 Added 23.48%	8,552 $765,000
Q2 2022 Aug 09, 2022	BUY	$90.37 - $108.28 $329,579 - $394,897	3,647 Added 111.22%	6,926 $697,000
Q1 2022 May 09, 2022	SELL	$88.34 - $100.29 $291,610 - $331,057	-3,301 Reduced 50.17%	3,279 $327,000
Q4 2021 Feb 14, 2022	SELL	$86.93 - $98.36 $176,815 - $200,064	-2,034 Reduced 23.61%	6,580 $639,000
Q3 2021 Nov 15, 2021	SELL	$87.77 - $97.59 $307,019 - $341,369	-3,498 Reduced 28.88%	8,614 $760,000
Q2 2021 Aug 13, 2021	SELL	$88.95 - $99.26 $320,220 - $357,336	-3,600 Reduced 22.91%	12,112 $1.08 Million
Q1 2021 May 17, 2021	BUY	$80.64 - $94.79 $122,492 - $143,986	1,519 Added 10.7%	15,712 $1.47 Million
Q4 2020 Feb 16, 2021	BUY	$88.68 - $104.85 $1.04 Million - $1.23 Million	11,732 Added 476.72%	14,193 $1.31 Million
Q3 2020 Nov 16, 2020	BUY	$87.46 - $99.15 $215,239 - $244,008	2,461 New	2,461 $238,000
Q2 2020 Aug 14, 2020	SELL	$83.52 - $100.34 $1.49 Million - $1.79 Million	-17,812 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$70.89 - $104.72 $1.26 Million - $1.87 Million	17,812 New	17,812 $1.57 Million
Q1 2019 May 08, 2019	SELL	$67.58 - $79.9 $21,220 - $25,088	-314 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$66.65 - $74.96 $20,928 - $23,537	314 New	314 $22,000

Others Institutions Holding WEC

# of Institutions

1,169

Shares Held

247M

Call Options Held

236K

Put Options Held

942K

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 $30.3B
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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Wealthspire Advisors, LLC Wec Energy Group, Inc. Transaction History