Buckingham Strategic Wealth, LLC Wec Energy Group, Inc. Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 2,841 shares of WEC stock, worth $270,008. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,841

Previous 2,911 2.4%

Holding current value

$270,008

Previous $239,000 7.11%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$77.8 - $85.58 $5,446 - $5,990	-70 Reduced 2.4%	2,841 $222,000
Q1 2024 May 09, 2024	BUY	$76.46 - $86.61 $535 - $606	7 Added 0.24%	2,911 $239,000
Q4 2023 Feb 14, 2024	BUY	$77.03 - $87.0 $223,695 - $252,648	2,904 New	2,904 $244,000
Q2 2023 Aug 11, 2023	SELL	$86.19 - $98.64 $46,973 - $53,758	-545 Reduced 17.87%	2,504 $220,000
Q4 2022 Feb 13, 2023	SELL	$84.3 - $99.14 $17,197 - $20,224	-204 Reduced 6.27%	3,049 $285,000
Q3 2022 Nov 07, 2022	BUY	$89.43 - $107.65 $78,161 - $94,086	874 Added 36.74%	3,253 $291,000
Q2 2022 Aug 12, 2022	SELL	$90.37 - $108.28 $2,801 - $3,356	-31 Reduced 1.29%	2,379 $239,000
Q1 2022 May 10, 2022	BUY	$88.34 - $100.29 $24,293 - $27,579	275 Added 12.88%	2,410 $241,000
Q4 2021 Feb 09, 2022	SELL	$86.93 - $98.36 $93,362 - $105,638	-1,074 Reduced 33.47%	2,135 $207,000
Q3 2021 Nov 10, 2021	SELL	$87.77 - $97.59 $21,152 - $23,519	-241 Reduced 6.99%	3,209 $283,000
Q2 2021 Aug 06, 2021	BUY	$88.95 - $99.26 $15,655 - $17,469	176 Added 5.38%	3,450 $307,000
Q1 2021 Apr 30, 2021	SELL	$80.64 - $94.79 $58,625 - $68,912	-727 Reduced 18.17%	3,274 $306,000
Q4 2020 Feb 16, 2021	SELL	$88.68 - $104.85 $12,681 - $14,993	-143 Reduced 3.45%	4,001 $368,000
Q3 2020 Nov 12, 2020	BUY	$87.46 - $99.15 $18,541 - $21,019	212 Added 5.39%	4,144 $402,000
Q2 2020 Aug 03, 2020	SELL	$83.52 - $100.34 $76,587 - $92,011	-917 Reduced 18.91%	3,932 $345,000
Q1 2020 May 07, 2020	BUY	$70.89 - $104.72 $3,331 - $4,921	47 Added 0.98%	4,849 $427,000
Q4 2019 Feb 04, 2020	BUY	$87.14 - $96.08 $96,115 - $105,976	1,103 Added 29.82%	4,802 $443,000
Q3 2019 Nov 12, 2019	SELL	$83.13 - $97.73 $154,621 - $181,777	-1,860 Reduced 33.46%	3,699 $352,000
Q2 2019 Aug 05, 2019	BUY	$76.29 - $85.42 $55,767 - $62,442	731 Added 15.14%	5,559 $463,000
Q1 2019 May 02, 2019	BUY	$67.58 - $79.9 $41,291 - $48,818	611 Added 14.49%	4,828 $382,000
Q4 2018 Feb 11, 2019	BUY	$66.65 - $74.96 $133 - $149	2 Added 0.05%	4,217 $292,000
Q3 2018 Nov 02, 2018	SELL	$64.03 - $69.29 $40,723 - $44,068	-636 Reduced 13.11%	4,215 $281,000
Q2 2018 Aug 13, 2018	SELL	$58.6 - $64.67 $9,786 - $10,799	-167 Reduced 3.33%	4,851 $314,000
Q1 2018 May 14, 2018	BUY	$59.47 - $65.77 $19,208 - $21,243	323 Added 6.88%	5,018 $315,000
Q4 2017 Feb 12, 2018	BUY	$63.32 - $69.53 $3,229 - $3,546	51 Added 1.1%	4,695 $312,000
Q3 2017 Nov 08, 2017	BUY	$62.78 - $67.04 $291,550 - $311,333	4,644	4,644 $292,000

Others Institutions Holding WEC

# of Institutions

1,224

Shares Held

253M

Call Options Held

657K

Put Options Held

1.3M

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 $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...

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Buckingham Strategic Wealth, LLC Wec Energy Group, Inc. Transaction History