Appleton Partners Inc Wec Energy Group, Inc. Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Appleton Partners Inc holds 3,887 shares of WEC stock, worth $371,169. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,887

Previous 3,887 -0.0%

Holding current value

$371,169

Previous $305,000 22.62%

% of portfolio

0.03%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 01, 2024	SELL	$76.46 - $86.61 $69,196 - $78,382	-905 Reduced 18.89%	3,887 $319,000
Q1 2023 Apr 10, 2023	SELL	$86.57 - $98.21 $5,627 - $6,383	-65 Reduced 1.34%	4,792 $454,000
Q2 2022 Jul 08, 2022	SELL	$90.37 - $108.28 $65,066 - $77,961	-720 Reduced 12.91%	4,857 $489,000
Q3 2021 Oct 14, 2021	BUY	$87.77 - $97.59 $63,194 - $70,264	720 Added 14.82%	5,577 $492,000
Q2 2020 Aug 14, 2020	SELL	$83.52 - $100.34 $9,604 - $11,539	-115 Reduced 2.31%	4,857 $426,000
Q1 2020 May 04, 2020	SELL	$70.89 - $104.72 $7,089 - $10,472	-100 Reduced 1.97%	4,972 $438,000
Q1 2019 Apr 17, 2019	SELL	$67.58 - $79.9 $37,777 - $44,664	-559 Reduced 9.93%	5,072 $401,000
Q4 2018 Jan 17, 2019	BUY	$66.65 - $74.96 $3,932 - $4,422	59 Added 1.06%	5,631 $390,000
Q3 2018 Oct 09, 2018	SELL	$64.03 - $69.29 $246,771 - $267,043	-3,854 Reduced 40.89%	5,572 $372,000
Q2 2018 Aug 08, 2018	SELL	$58.6 - $64.67 $117,200 - $129,340	-2,000 Reduced 17.5%	9,426 $609,000
Q1 2018 Apr 11, 2018	SELL	$59.47 - $65.77 $32,708 - $36,173	-550 Reduced 4.59%	11,426 $716,000
Q4 2017 Jan 12, 2018	BUY	$63.32 - $69.53 $758,320 - $832,691	11,976	11,976 $796,000

Others Institutions Holding WEC

# of Institutions

1,207

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 $30.1B
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc Wec Energy Group, Inc. Transaction History