Latest Institutional Transactions on Wec Energy Group, Inc. (WEC)
This table provides information on the latest institutional transactions involving Wec Energy Group, Inc. (WEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.05K- 2.44% |
$108K - $115K
|
42K
$4.62M
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
3.79K+ 111.14% |
$388K - $416K
|
7.2K
$793K
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.35% |
$613 - $659
|
1.73K
$190K
|
|
Jul 24, 2025
Q2 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
11.7KNew |
$1.19M - $1.28M
|
11.7K
$1.29M
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
60New |
$6.13K - $6.59K
|
60
$6.61K
|
|
Jul 24, 2025
Q2 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-29- 1.04% |
$2.96K - $3.18K
|
2.75K
$303K
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-48- 2.14% |
$4.91K - $5.27K
|
2.2K
$242K
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
25+ 0.82% |
$2.56K - $2.74K
|
3.08K
$339K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.06KNew |
$108K - $116K
|
1.06K
$117K
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-53- 1.75% |
$5.42K - $5.82K
|
2.97K
$327K
|
|
Jul 23, 2025
Q2 2025
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-3.72K- 40.5% |
$380K - $408K
|
5.46K
$601K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 36.25% |
$2.96K - $3.18K
|
109
$12K
|
|
Jul 23, 2025
Q2 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-300- 1.75% |
$30.7K - $32.9K
|
16.8K
$1.85M
|
|
Jul 23, 2025
Q2 2025
|
Friedenthal Financial
|
BUY
|
- |
8.52K+ 1151.08% |
$871K - $935K
|
9.26K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-284- 3.69% |
$29K - $31.2K
|
7.41K
$816K
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-101- 2.35% |
$10.3K - $11.1K
|
4.19K
$461K
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
740+ 5.01% |
$75.7K - $81.2K
|
15.5K
$1.71M
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.25% |
$12.1K - $13K
|
9.31K
$1.02M
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 0.44% |
$150K - $161K
|
336K
$37M
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-20- 0.07% |
$2.04K - $2.2K
|
29.8K
$3.28M
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
4+ 133.33% |
$409 - $439
|
7
$771
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
1.24K+ 6.57% |
$126K - $136K
|
20K
$2.2M
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-126- 4.54% |
$12.9K - $13.8K
|
2.65K
$292K
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 87.5% |
$716 - $768
|
15
$1.65K
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-47- 1.28% |
$4.81K - $5.16K
|
3.63K
$399K
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.94K+ 6.5% |
$199K - $213K
|
31.8K
$3.5M
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.4KNew |
$552K - $593K
|
5.4K
$595K
|
|
Jul 22, 2025
Q2 2025
|
Old National Bancorp
|
BUY
|
- |
2.98KNew |
$305K - $327K
|
2.98K
$328K
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-200- 4.99% |
$20.4K - $22K
|
3.81K
$419K
|
|
Jul 22, 2025
Q2 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
2.53KNew |
$259K - $278K
|
2.53K
$279K
|
|
Jul 22, 2025
Q2 2025
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-183- 0.33% |
$18.7K - $20.1K
|
55.3K
$6.09M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
11.8K+ 32.93% |
$1.2M - $1.29M
|
47.5K
$5.23M
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-1.26K- 10.11% |
$129K - $138K
|
11.2K
$1.23M
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
37.7K+ 192.85% |
$3.85M - $4.14M
|
57.2K
$6.3M
|
|
Jul 22, 2025
Q2 2025
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.94K+ 27.43% |
$198K - $213K
|
9.01K
$992K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 18.45% |
$131K - $140K
|
5.65K
$622K
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9+ 0.08% |
$920 - $988
|
10.9K
$1.2M
|
|
Jul 21, 2025
Q2 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
511+ 4.26% |
$52.2K - $56.1K
|
12.5K
$1.38M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
426+ 5.66% |
$43.6K - $46.8K
|
7.95K
$876K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.67K+ 11.02% |
$375K - $403K
|
37K
$4.07M
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
775+ 0.92% |
$79.2K - $85.1K
|
84.8K
$9.33M
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
23+ 2.54% |
$2.35K - $2.52K
|
930
$102K
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 0.58% |
$102K - $110K
|
173K
$19.1M
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38+ 4.21% |
$3.89K - $4.17K
|
941
$104K
|
|
Jul 21, 2025
Q2 2025
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-174- 4.51% |
$17.8K - $19.1K
|
3.69K
$406K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
820+ 6.19% |
$83.8K - $90K
|
14.1K
$1.55M
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
794+ 20.59% |
$81.2K - $87.1K
|
4.65K
$512K
|
|
Jul 21, 2025
Q2 2025
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-20.6K- 5.27% |
$2.1M - $2.26M
|
370K
$40.7M
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.13K+ 31.26% |
$218K - $234K
|
8.95K
$986K
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
1.3K+ 7.36% |
$133K - $143K
|
19K
$2.09M
|