A detailed history of Kingswood Wealth Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 8,117 shares of WEC stock, worth $770,059. This represents 0.06% of its overall portfolio holdings.

Number of Shares
8,117
Previous 7,614 6.61%
Holding current value
$770,059
Previous $597 Million 30.54%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$77.68 - $96.19 $39,073 - $48,383
503 Added 6.61%
8,117 $780 Million
Q2 2024

Jul 09, 2024

BUY
$77.8 - $85.58 $130,781 - $143,859
1,681 Added 28.33%
7,614 $597 Million
Q1 2024

Apr 15, 2024

BUY
$76.46 - $86.61 $453,637 - $513,857
5,933 New
5,933 $487 Million
Q3 2023

Oct 23, 2023

BUY
$79.88 - $92.54 $298,751 - $346,099
3,740 New
3,740 $301 Million

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 $29.9B
  • 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
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