A detailed history of Ever Source Wealth Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 971 shares of WEC stock, worth $92,283. This represents 0.01% of its overall portfolio holdings.

Number of Shares
971
Previous 846 14.78%
Holding current value
$92,283
Previous $66,000 40.91%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$77.68 - $96.19 $9,710 - $12,023
125 Added 14.78%
971 $93,000
Q2 2024

Aug 13, 2024

BUY
$77.8 - $85.58 $3,034 - $3,337
39 Added 4.83%
846 $66,000
Q1 2024

Jun 11, 2024

BUY
$76.46 - $86.61 $20,414 - $23,124
267 Added 49.44%
807 $66,000
Q4 2023

Feb 09, 2024

BUY
$77.03 - $87.0 $23,725 - $26,796
308 Added 132.76%
540 $45,000
Q3 2023

Nov 03, 2023

SELL
$79.88 - $92.54 $41,297 - $47,843
-517 Reduced 69.03%
232 $18,000
Q2 2023

Aug 04, 2023

BUY
$86.19 - $98.64 $5,257 - $6,017
61 Added 8.87%
749 $66,000
Q1 2023

May 11, 2023

BUY
$86.57 - $98.21 $6,319 - $7,169
73 Added 11.87%
688 $65,000
Q4 2022

Feb 09, 2023

BUY
$84.3 - $99.14 $12,729 - $14,970
151 Added 32.54%
615 $57,000
Q3 2022

Nov 07, 2022

BUY
$89.43 - $107.65 $25,129 - $30,249
281 Added 153.55%
464 $42,000
Q2 2022

Aug 01, 2022

SELL
$90.37 - $108.28 $29,189 - $34,974
-323 Reduced 63.83%
183 $19,000
Q1 2022

May 25, 2022

SELL
$88.34 - $100.29 $6,713 - $7,622
-76 Reduced 13.06%
506 $51,000
Q4 2021

Feb 07, 2022

BUY
$86.93 - $98.36 $50,593 - $57,245
582 New
582 $57,000

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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