A detailed history of John G Ullman & Associates Inc transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, John G Ullman & Associates Inc holds 2,587 shares of WEC stock, worth $245,868. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,587
Previous 2,587 -0.0%
Holding current value
$245,868
Previous $202,000 22.77%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 08, 2024

BUY
$77.68 - $96.19 $200,958 - $248,843
2,587 New
2,587 $248,000
Q2 2024

Aug 08, 2024

BUY
$77.8 - $85.58 $10,658 - $11,724
137 Added 5.59%
2,587 $202,000
Q1 2024

May 06, 2024

SELL
$76.46 - $86.61 $7,645 - $8,661
-100 Reduced 3.92%
2,450 $201,000
Q4 2023

Jan 31, 2024

SELL
$77.03 - $87.0 $84,733 - $95,700
-1,100 Reduced 30.14%
2,550 $214,000
Q3 2023

Nov 01, 2023

SELL
$79.88 - $92.54 $2,556 - $2,961
-32 Reduced 0.87%
3,650 $294,000
Q1 2023

May 05, 2023

SELL
$86.57 - $98.21 $2,510 - $2,848
-29 Reduced 0.78%
3,682 $349,000
Q4 2022

Feb 08, 2023

BUY
$84.3 - $99.14 $2,444 - $2,875
29 Added 0.79%
3,711 $348,000
Q1 2022

Apr 29, 2022

SELL
$88.34 - $100.29 $6,007 - $6,819
-68 Reduced 1.81%
3,682 $368,000
Q3 2021

Nov 02, 2021

BUY
$87.77 - $97.59 $8,777 - $9,759
100 Added 2.74%
3,750 $331,000
Q2 2021

Jul 23, 2021

BUY
$88.95 - $99.26 $48,922 - $54,593
550 Added 17.74%
3,650 $325,000
Q1 2021

Apr 22, 2021

SELL
$80.64 - $94.79 $16,128 - $18,958
-200 Reduced 6.06%
3,100 $290,000
Q4 2020

Feb 05, 2021

BUY
$88.68 - $104.85 $292,644 - $346,005
3,300 New
3,300 $304,000

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
Track This Portfolio

Track John G Ullman & Associates Inc Portfolio

Follow John G Ullman & Associates Inc 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 John G Ullman & Associates Inc, based on Form 13F filings with the SEC.

News

Stay updated on John G Ullman & Associates Inc with notifications on news.