A detailed history of Beverly Hills Private Wealth, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 21,509 shares of WEC stock, worth $2.05 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
21,509
Previous 22,257 3.36%
Holding current value
$2.05 Million
Previous $1.83 Billion 7.67%
% of portfolio
0.37%
Previous 0.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 07, 2024

SELL
$77.8 - $85.58 $58,194 - $64,013
-748 Reduced 3.36%
21,509 $1.69 Billion
Q1 2024

May 08, 2024

BUY
$76.46 - $86.61 $48,322 - $54,737
632 Added 2.92%
22,257 $1.83 Billion
Q4 2023

Jan 29, 2024

SELL
$77.03 - $87.0 $224,542 - $253,605
-2,915 Reduced 11.88%
21,625 $1.82 Billion
Q3 2023

Nov 08, 2023

SELL
$79.88 - $92.54 $2.01 Million - $2.33 Million
-25,215 Reduced 50.68%
24,540 $1.98 Billion
Q2 2023

Aug 09, 2023

BUY
$86.19 - $98.64 $2.17 Million - $2.49 Million
25,234 Added 102.91%
49,755 $4.34 Billion
Q1 2023

May 03, 2023

BUY
$86.57 - $98.21 $339,614 - $385,277
3,923 Added 19.05%
24,521 $2.32 Billion
Q4 2022

Feb 13, 2023

BUY
$84.3 - $99.14 $1.74 Million - $2.04 Million
20,598 New
20,598 $1.93 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 $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

Track Beverly Hills Private Wealth, LLC Portfolio

Follow Beverly Hills Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beverly Hills Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beverly Hills Private Wealth, LLC with notifications on news.