A detailed history of Pensionmark Financial Group, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 24,831 shares of WEC stock, worth $2.76 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,831
Previous 24,087 3.09%
Holding current value
$2.76 Million
Previous $2.51 Million 13.39%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 15, 2025

BUY
$103.66 - $114.59 $77,123 - $85,254
744 Added 3.09%
24,831 $2.85 Million
Q2 2025

Aug 04, 2025

BUY
$102.24 - $109.76 $339,334 - $364,293
3,319 Added 15.98%
24,087 $2.51 Million
Q1 2025

Apr 29, 2025

SELL
$92.12 - $108.98 $213,902 - $253,051
-2,322 Reduced 10.06%
20,768 $2.26 Million
Q4 2024

Feb 12, 2025

BUY
$92.94 - $101.82 $187,274 - $205,167
2,015 Added 9.56%
23,090 $2.17 Million
Q3 2024

Nov 25, 2024

SELL
$77.68 - $96.19 $125,686 - $155,635
-1,618 Reduced 7.13%
21,075 $2.03 Million
Q3 2024

Nov 14, 2024

BUY
$77.68 - $96.19 $346,685 - $429,295
4,463 Added 24.48%
22,693 $2.18 Million
Q2 2024

Aug 14, 2024

BUY
$77.8 - $85.58 $802,429 - $882,672
10,314 Added 130.29%
18,230 $1.43 Million
Q1 2024

May 15, 2024

SELL
$76.46 - $86.61 $805,888 - $912,869
-10,540 Reduced 57.11%
7,916 $650,000
Q4 2023

Feb 14, 2024

BUY
$77.03 - $87.0 $1.42 Million - $1.61 Million
18,456 New
18,456 $1.55 Million

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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