A detailed history of Forum Financial Management, LP transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Forum Financial Management, LP holds 4,610 shares of WEC stock, worth $438,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,610
Previous 4,609 0.02%
Holding current value
$438,134
Previous $361,000 22.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 29, 2024

BUY
$77.68 - $96.19 $77 - $96
1 Added 0.02%
4,610 $443,000
Q2 2024

Jul 30, 2024

SELL
$77.8 - $85.58 $4,668 - $5,134
-60 Reduced 1.29%
4,609 $361,000
Q2 2023

Jul 26, 2023

BUY
$86.19 - $98.64 $603 - $690
7 Added 0.15%
4,669 $411,000
Q1 2023

Apr 19, 2023

BUY
$86.57 - $98.21 $86 - $98
1 Added 0.02%
4,662 $441,000
Q1 2022

May 16, 2022

SELL
$88.34 - $100.29 $31,802 - $36,104
-360 Reduced 7.17%
4,661 $465,000
Q4 2021

Feb 18, 2022

BUY
$86.93 - $98.36 $436,475 - $493,865
5,021 New
5,021 $487,000

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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