Liberty Wealth Management LLC Wec Energy Group, Inc. Transaction History

Liberty Wealth Management LLC

$677 Million
Q3 2025

A detailed history of Liberty Wealth Management LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Liberty Wealth Management LLC holds 2,370 shares of WEC stock, worth $262,998. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,370

Previous 2,340 1.28%

Holding current value

$262,998

Previous $243,000 11.52%

% of portfolio

0.04%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$103.66 - $114.59 $3,109 - $3,437	30 Added 1.28%	2,370 $271,000
Q2 2025 Aug 01, 2025	BUY	$102.24 - $109.76 $2,658 - $2,853	26 Added 1.12%	2,340 $243,000
Q1 2025 May 08, 2025	SELL	$92.12 - $108.98 $20,819 - $24,629	-226 Reduced 8.9%	2,314 $252,000
Q4 2024 Feb 07, 2025	SELL	$92.94 - $101.82 $30,484 - $33,396	-328 Reduced 11.44%	2,540 $238,000
Q3 2024 Nov 01, 2024	BUY	$77.68 - $96.19 $16,235 - $20,103	209 Added 7.86%	2,868 $275,000

Q2 2024 Aug 06, 2024	BUY	$77.8 - $85.58 $466 - $513	6 Added 0.23%	2,659 $209,000
Q1 2024 May 02, 2024	BUY	$76.46 - $86.61 $202,848 - $229,776	2,653 New	2,653 $218,000
Q2 2023 Aug 10, 2023	BUY	$86.19 - $98.64 $1,465 - $1,676	17 Added 0.73%	2,354 $207,000
Q1 2023 May 03, 2023	BUY	$86.57 - $98.21 $202,314 - $229,516	2,337 New	2,337 $221,000
Q2 2022 Aug 15, 2022	BUY	$90.37 - $108.28 $1,174 - $1,407	13 Added 0.62%	2,109 $212,000
Q1 2022 May 09, 2022	SELL	$88.34 - $100.29 $35,159 - $39,915	-398 Reduced 15.96%	2,096 $209,000
Q4 2021 Feb 15, 2022	SELL	$86.93 - $98.36 $695 - $786	-8 Reduced 0.32%	2,494 $242,000
Q3 2021 Nov 15, 2021	BUY	$87.77 - $97.59 $26,155 - $29,081	298 Added 13.52%	2,502 $221,000
Q2 2021 Aug 13, 2021	SELL	$88.95 - $99.26 $14.8 Million - $16.6 Million	-166,805 Reduced 98.7%	2,204 $169,000
Q2 2021 Aug 13, 2021	BUY	$88.95 - $99.26 $14.9 Million - $16.6 Million	167,650 Added 12336.28%	169,009 $2.2 Million
Q4 2020 Feb 09, 2021	BUY	$88.68 - $104.85 $2,305 - $2,726	26 Added 1.95%	1,359 $120,000
Q3 2020 Nov 05, 2020	BUY	$87.46 - $99.15 $50,551 - $57,308	578 Added 76.56%	1,333 $129,000
Q2 2020 Aug 04, 2020	SELL	$83.52 - $100.34 $5,762 - $6,923	-69 Reduced 8.37%	755 $66,000
Q1 2020 Apr 27, 2020	BUY	$70.89 - $104.72 $70 - $104	1 Added 0.12%	824 $73,000
Q4 2019 Feb 05, 2020	SELL	$87.14 - $96.08 $87 - $96	-1 Reduced 0.12%	823 $76,000
Q3 2019 Oct 30, 2019	SELL	$83.13 - $97.73 $183,800 - $216,081	-2,211 Reduced 72.85%	824 $78,000
Q2 2019 Jul 30, 2019	BUY	$76.29 - $85.42 $211,170 - $236,442	2,768 Added 1036.7%	3,035 $253,000
Q4 2018 Mar 26, 2019	BUY	$66.65 - $74.96 $17,795 - $20,014	267 New	267 $18,000

Others Institutions Holding WEC

# of Institutions

1,458

Shares Held

279M

Call Options Held

1.11M

Put Options Held

1.6M

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 $35B
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

Portfolio Update

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

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Account

Liberty Wealth Management LLC Wec Energy Group, Inc. Transaction History