A detailed history of Concurrent Investment Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 20,178 shares of WEC stock, worth $1.92 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
20,178
Previous 20,955 3.71%
Holding current value
$1.92 Million
Previous $1.64 Billion 18.04%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 30, 2024

SELL
$77.68 - $96.19 $60,357 - $74,739
-777 Reduced 3.71%
20,178 $1.94 Billion
Q2 2024

Jul 30, 2024

SELL
$77.8 - $85.58 $64,729 - $71,202
-832 Reduced 3.82%
20,955 $1.64 Billion
Q1 2024

May 07, 2024

BUY
$76.46 - $86.61 $235,038 - $266,239
3,074 Added 16.43%
21,787 $1.79 Billion
Q4 2023

Apr 15, 2024

BUY
$77.03 - $87.0 $1.44 Million - $1.63 Million
18,713 New
18,713 $1.58 Billion

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 $30B
  • 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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