A detailed history of Wealth Architects, LLC transactions in Wec Energy Group, Inc. stock. As of the latest transaction made, Wealth Architects, LLC holds 4,748 shares of WEC stock, worth $451,249. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,748
Previous 4,748 -0.0%
Holding current value
$451,249
Previous $372,000 22.58%
% of portfolio
0.05%
Previous 0.05%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024

SELL
$77.8 - $85.58 $29,719 - $32,691
-382 Reduced 7.45%
4,748 $372,000
Q1 2024

May 13, 2024

SELL
$76.46 - $86.61 $1,376 - $1,558
-18 Reduced 0.35%
5,130 $421,000
Q3 2023

Nov 09, 2023

BUY
$79.88 - $92.54 $1,437 - $1,665
18 Added 0.35%
5,148 $414,000
Q2 2023

Aug 02, 2023

BUY
$86.19 - $98.64 $31,545 - $36,102
366 Added 7.68%
5,130 $452,000
Q4 2022

Feb 09, 2023

SELL
$84.3 - $99.14 $13,150 - $15,465
-156 Reduced 3.17%
4,764 $446,000
Q3 2022

Oct 24, 2022

SELL
$89.43 - $107.65 $2,414 - $2,906
-27 Reduced 0.55%
4,920 $440,000
Q1 2022

May 17, 2022

BUY
$88.34 - $100.29 $176 - $200
2 Added 0.04%
4,947 $494,000
Q4 2021

Jan 19, 2022

BUY
$86.93 - $98.36 $5,128 - $5,803
59 Added 1.21%
4,945 $480,000
Q3 2021

Nov 09, 2021

SELL
$87.77 - $97.59 $1,492 - $1,659
-17 Reduced 0.35%
4,886 $430,000
Q2 2021

Aug 09, 2021

BUY
$88.95 - $99.26 $12,808 - $14,293
144 Added 3.03%
4,903 $436,000
Q1 2021

Apr 29, 2021

SELL
$80.64 - $94.79 $1,532 - $1,801
-19 Reduced 0.4%
4,759 $445,000
Q4 2020

Jan 28, 2021

BUY
$88.68 - $104.85 $532 - $629
6 Added 0.13%
4,778 $440,000
Q3 2020

Nov 09, 2020

SELL
$87.46 - $99.15 $437 - $495
-5 Reduced 0.1%
4,772 $462,000
Q2 2020

Aug 14, 2020

BUY
$83.52 - $100.34 $668 - $802
8 Added 0.17%
4,777 $419,000
Q1 2020

Apr 23, 2020

SELL
$70.89 - $104.72 $3,119 - $4,607
-44 Reduced 0.91%
4,769 $420,000
Q4 2019

Jan 28, 2020

BUY
$87.14 - $96.08 $2,788 - $3,074
32 Added 0.67%
4,813 $444,000
Q3 2019

Oct 23, 2019

SELL
$83.13 - $97.73 $249 - $293
-3 Reduced 0.06%
4,781 $455,000
Q2 2019

Jul 12, 2019

BUY
$76.29 - $85.42 $305 - $341
4 Added 0.08%
4,784 $399,000
Q1 2019

May 01, 2019

BUY
$67.58 - $79.9 $202 - $239
3 Added 0.06%
4,780 $378,000
Q4 2018

Jan 17, 2019

SELL
$66.65 - $74.96 $1,666 - $1,873
-25 Reduced 0.52%
4,777 $331,000
Q3 2018

Oct 04, 2018

BUY
$64.03 - $69.29 $1,600 - $1,732
25 Added 0.52%
4,802 $321,000
Q2 2018

Jul 19, 2018

BUY
$58.6 - $64.67 $175 - $194
3 Added 0.06%
4,777 $309,000
Q1 2018

Apr 13, 2018

SELL
$59.47 - $65.77 $58,518 - $64,717
-984 Reduced 17.09%
4,774 $299,000
Q2 2017

Aug 10, 2017

BUY
N/A
5,758
5,758 $353,000

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
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