York Bridge Wealth Partners, LLC Wec Energy Group, Inc. Transaction History

York Bridge Wealth Partners, LLC

$394 Million
Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 2,565 shares of WEC stock, worth $201,249. This represents 0.06% of its overall portfolio holdings.

Number of Shares

2,565

Previous 2,613 1.84%

Holding current value

$201,249

Previous $234,000 2.56%

% of portfolio

0.06%

Previous 0.06%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 26, 2023	SELL	$84.3 - $99.14 $4,046 - $4,758	-48 Reduced 1.84%	2,565 $0
Q3 2022 Oct 18, 2022	BUY	$89.43 - $107.65 $4,292 - $5,167	48 Added 1.87%	2,613 $234,000
Q3 2021 Oct 22, 2021	SELL	$87.77 - $97.59 $203,099 - $225,823	-2,314 Reduced 47.43%	2,565 $226,000
Q2 2021 Jul 22, 2021	SELL	$88.95 - $99.26 $106,828 - $119,211	-1,201 Reduced 19.75%	4,879 $434,000
Q1 2021 Apr 15, 2021	BUY	$80.64 - $94.79 $65,963 - $77,538	818 Added 15.55%	6,080 $569,000

Q4 2020 Jan 19, 2021	BUY	$88.68 - $104.85 $11,705 - $13,840	132 Added 2.57%	5,262 $484,000
Q3 2020 Oct 19, 2020	BUY	$87.46 - $99.15 $3,323 - $3,767	38 Added 0.75%	5,130 $497,000
Q2 2020 Jul 20, 2020	SELL	$83.52 - $100.34 $7,015 - $8,428	-84 Reduced 1.62%	5,092 $446,000
Q1 2020 Apr 16, 2020	BUY	$70.89 - $104.72 $2,055 - $3,036	29 Added 0.56%	5,176 $456,000
Q4 2019 Jan 17, 2020	BUY	$87.14 - $96.08 $12,025 - $13,259	138 Added 2.76%	5,147 $475,000
Q3 2019 Oct 21, 2019	SELL	$83.13 - $97.73 $170,083 - $199,955	-2,046 Reduced 29.0%	5,009 $476,000
Q2 2019 Jul 18, 2019	SELL	$76.29 - $85.42 $1,678 - $1,879	-22 Reduced 0.31%	7,055 $588,000
Q1 2019 May 09, 2019	SELL	$67.58 - $79.9 $5,136 - $6,072	-76 Reduced 1.06%	7,077 $560,000
Q4 2018 Feb 14, 2019	SELL	$66.65 - $74.96 $199 - $224	-3 Reduced 0.04%	7,153 $495,000
Q3 2018 Nov 14, 2018	SELL	$64.03 - $69.29 $6,787 - $7,344	-106 Reduced 1.46%	7,156 $477,000
Q2 2018 Aug 10, 2018	BUY	$58.6 - $64.67 $33,519 - $36,991	572 Added 8.55%	7,262 $469,000
Q1 2018 May 15, 2018	BUY	$59.47 - $65.77 $26,761 - $29,596	450 Added 7.21%	6,690 $412,000
Q4 2017 Feb 12, 2018	BUY	$63.32 - $69.53 $115,622 - $126,961	1,826 Added 41.37%	6,240 $382,000
Q3 2017 Oct 27, 2017	SELL	$62.78 - $67.04 $10,421 - $11,128	-166 Reduced 3.62%	4,414 $277,000
Q2 2017 Aug 14, 2017	BUY	N/A	4,580	4,580 $280,000

Others Institutions Holding WEC

# of Institutions

1,113

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 $24.7B
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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York Bridge Wealth Partners, LLC Wec Energy Group, Inc. Transaction History