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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
570+ 1.44% |
$53K - $58K
|
40.1K
$4.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
2.3K+ 37.76% |
$214K - $234K
|
8.38K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
387KNew |
$36M - $39.4M
|
387K
$40.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-33.5K- 69.87% |
$3.12M - $3.42M
|
14.5K
$1.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.82K- 30.67% |
$262K - $287K
|
6.37K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-22.6K- 79.43% |
$2.1M - $2.3M
|
5.86K
$608K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-46.2K- 86.77% |
$4.29M - $4.7M
|
7.04K
$731K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 13.34% |
$1.25M - $1.37M
|
114K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
172+ 3.23% |
$16K - $17.5K
|
5.5K
$571K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96+ 9.89% |
$8.92K - $9.77K
|
1.07K
$111K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 3.19% |
$157K - $172K
|
54.7K
$5.68M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
275+ 0.53% |
$25.6K - $28K
|
51.7K
$5.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-328- 11.44% |
$30.5K - $33.4K
|
2.54K
$264K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
31.7KNew |
$2.95M - $3.23M
|
31.7K
$3.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.13% |
$836 - $916
|
6.67K
$692K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
4New |
$372 - $407
|
4
$415
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
3.12K+ 16.07% |
$290K - $317K
|
22.5K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 4.99% |
$177K - $194K
|
40.2K
$4.17M
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
930+ 2.18% |
$86.4K - $94.7K
|
43.6K
$4.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
83+ 3.48% |
$7.71K - $8.45K
|
2.47K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.3% |
$1.12K - $1.22K
|
4K
$415K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.78% |
$2.23K - $2.44K
|
3.11K
$322K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.43K+ 7.74% |
$226K - $248K
|
33.9K
$3.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
411+ 0.41% |
$38.2K - $41.8K
|
100K
$10.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
3.26K+ 9.39% |
$303K - $332K
|
38K
$3.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87.7K+ 2.32% |
$8.15M - $8.93M
|
3.86M
$401M
|
|
|
Feb 06, 2025
Q4 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
2.73KNew |
$254K - $278K
|
2.73K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-200- 0.23% |
$18.6K - $20.4K
|
85.9K
$8.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
92New |
$8.55K - $9.37K
|
92
$9.55K
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-24.3K- 2.52% |
$2.26M - $2.48M
|
943K
$97.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-14.3K- 3.48% |
$1.33M - $1.45M
|
396K
$41.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.24K+ 3.01% |
$115K - $126K
|
42.5K
$4.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-150- 0.58% |
$13.9K - $15.3K
|
25.8K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.71K+ 46.64% |
$159K - $175K
|
5.39K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.67K - $1.83K
|
18
$1.87K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
60.5K+ 172.86% |
$5.62M - $6.16M
|
95.5K
$9.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
831+ 1.32% |
$77.2K - $84.6K
|
63.7K
$6.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-31.7K- 2.33% |
$2.95M - $3.23M
|
1.33M
$138M
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.32K+ 1.46% |
$123K - $135K
|
91.8K
$9.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.47% |
$2.42K - $2.65K
|
5.56K
$577K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
40+ 0.48% |
$3.72K - $4.07K
|
8.35K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
345+ 140.82% |
$32.1K - $35.1K
|
590
$61.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.06K+ 21.62% |
$285K - $312K
|
17.2K
$1.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.01MNew |
$187M - $205M
|
2.01M
$208M
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-12- 0.27% |
$1.12K - $1.22K
|
4.48K
$465K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30+ 0.72% |
$2.79K - $3.05K
|
4.2K
$436K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-127- 1.9% |
$11.8K - $12.9K
|
6.56K
$681K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
263+ 40.09% |
$24.4K - $26.8K
|
919
$95.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-23.1K- 47.37% |
$2.15M - $2.36M
|
25.7K
$2.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-22- 0.19% |
$2.04K - $2.24K
|
11.7K
$1.22M
|