A detailed history of Shakespeare Wealth Management, Inc. transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Shakespeare Wealth Management, Inc. holds 25,725 shares of WEC stock, worth $2.44 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
25,725
Previous 25,345 1.5%
Holding current value
$2.44 Million
Previous $1.99 Million 24.45%
% of portfolio
0.65%
Previous 0.58%

Shares

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

Nov 14, 2024

BUY
$77.68 - $96.19 $29,518 - $36,552
380 Added 1.5%
25,725 $2.47 Million
Q2 2024

Aug 13, 2024

BUY
$77.8 - $85.58 $5,912 - $6,504
76 Added 0.3%
25,345 $1.99 Million
Q1 2024

May 13, 2024

SELL
$76.46 - $86.61 $24,237 - $27,455
-317 Reduced 1.24%
25,269 $2.08 Million
Q3 2023

Nov 13, 2023

BUY
$79.88 - $92.54 $41,697 - $48,305
522 Added 2.08%
25,586 $2.06 Million
Q2 2023

Aug 11, 2023

BUY
$86.19 - $98.64 $17,238 - $19,728
200 Added 0.8%
25,064 $2.21 Million
Q2 2021

Aug 09, 2021

BUY
$88.95 - $99.26 $1.33 Million - $1.49 Million
14,988 Added 151.76%
24,864 $2.4 Million
Q4 2020

Feb 16, 2021

SELL
$88.68 - $104.85 $64,825 - $76,645
-731 Reduced 6.89%
9,876 $909,000
Q3 2020

Nov 12, 2020

SELL
$87.46 - $99.15 $113,260 - $128,399
-1,295 Reduced 10.88%
10,607 $1.03 Million
Q2 2020

Aug 11, 2020

BUY
$83.52 - $100.34 $994,055 - $1.19 Million
11,902 New
11,902 $1.04 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 $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 Shakespeare Wealth Management, Inc. Portfolio

Follow Shakespeare Wealth Management, 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 Shakespeare Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Shakespeare Wealth Management, Inc. with notifications on news.