Williams Jones Wealth Management, Llc. Wec Energy Group, Inc. Transaction History

Williams Jones Wealth Management, Llc.

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	BUY	$79.88 - $92.54 $15,976 - $18,508	200 Added 6.15%	3,450 $277,000
Q2 2023 Aug 14, 2023	SELL	$86.19 - $98.64 $21,547 - $24,660	-250 Reduced 7.14%	3,250 $286,000
Q1 2023 May 15, 2023	SELL	$86.57 - $98.21 $3,635 - $4,124	-42 Reduced 1.19%	3,500 $331,000
Q4 2022 Feb 14, 2023	BUY	$84.3 - $99.14 $3,540 - $4,163	42 Added 1.2%	3,542 $332,000
Q3 2021 Nov 15, 2021	SELL	$87.77 - $97.59 $175 - $195	-2 Reduced 0.06%	3,500 $309,000
Q2 2021 Aug 16, 2021	BUY	$88.95 - $99.26 $177 - $198	2 Added 0.06%	3,502 $312,000
Q1 2021 May 17, 2021	SELL	$80.64 - $94.79 $110,154 - $129,483	-1,366 Reduced 28.07%	3,500 $328,000
Q4 2020 Feb 16, 2021	SELL	$88.68 - $104.85 $31,924 - $37,746	-360 Reduced 6.89%	4,866 $448,000
Q4 2019 Feb 14, 2020	SELL	$87.14 - $96.08 $21,785 - $24,020	-250 Reduced 4.57%	5,226 $482,000
Q3 2019 Nov 14, 2019	BUY	$83.13 - $97.73 $455,219 - $535,169	5,476 New	5,476 $521,000

1,224

253M

657K

1.3M

Ticker WEC
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Electric
Shares Outstandng 315,435,008
Market Cap $29.4B
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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