A detailed history of Mount Yale Investment Advisors, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,232 shares of WEC stock, worth $580,595. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,232
Previous 1,222 328.15%
Holding current value
$580,595
Previous $127,000 371.65%
% of portfolio
0.04%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$103.66 - $114.59 $415,676 - $459,505
4,010 Added 328.15%
5,232 $599,000
Q2 2025

Aug 12, 2025

BUY
$102.24 - $109.76 $124,937 - $134,126
1,222 New
1,222 $127,000
Q3 2018

Nov 13, 2018

SELL
$64.03 - $69.29 $298,379 - $322,891
-4,660 Closed
0 $0
Q2 2018

Aug 22, 2018

BUY
$58.6 - $64.67 $9,317 - $10,282
159 Added 3.53%
4,660 $301,000
Q1 2018

Jun 25, 2018

BUY
$59.47 - $65.77 $267,674 - $296,030
4,501 New
4,501 $282,000

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 $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
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