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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24+ 0.83% |
$2.45K - $2.63K
|
2.92K
$318K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
12New |
$1.23K - $1.32K
|
12
$1.31K
|
|
|
Aug 06, 2025
Q2 2025
|
Cbre Investment Management Listed Real Assets LLC
Radnor, PA |
SELL
|
- |
-3.51K- 0.33% |
$359K - $385K
|
1.06M
$116M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
266+ 11.03% |
$27.2K - $29.2K
|
2.68K
$293K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.46K+ 30.45% |
$150K - $161K
|
6.27K
$685K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-6.38K- 46.78% |
$653K - $701K
|
7.26K
$794K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-218- 1.51% |
$22.3K - $23.9K
|
14.2K
$1.56M
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 16.07% |
$920 - $988
|
47
$5.14K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
664+ 4.19% |
$67.9K - $72.9K
|
16.5K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-198- 0.12% |
$20.2K - $21.7K
|
164K
$17.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-342- 1.71% |
$35K - $37.5K
|
19.7K
$2.15M
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 81.82% |
$920 - $988
|
20
$2.19K
|
|
|
Aug 06, 2025
Q2 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
2.03K+ 7.62% |
$208K - $223K
|
28.7K
$3.14M
|
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 13.51% |
$10.2K - $11K
|
840
$91.8K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-8.45K- 99.68% |
$864K - $928K
|
27
$2.95K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.02K+ 341.62% |
$206K - $222K
|
2.61K
$285K
|
|
|
Aug 06, 2025
Q2 2025
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.15K- 8.42% |
$935K - $1M
|
99.5K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-148K- 10.1% |
$15.1M - $16.2M
|
1.32M
$144M
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-153- 3.51% |
$15.6K - $16.8K
|
4.2K
$459K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73+ 0.54% |
$7.46K - $8.01K
|
13.7K
$1.49M
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.7% |
$61.3K - $65.9K
|
86.8K
$9.48M
|
|
|
Aug 05, 2025
Q2 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
4.78K+ 35.3% |
$489K - $525K
|
18.3K
$2M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
230New |
$23.5K - $25.2K
|
230
$25.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-27- 4.93% |
$2.76K - $2.96K
|
521
$56.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59+ 0.49% |
$6.03K - $6.48K
|
12.1K
$1.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
25+ 0.85% |
$2.56K - $2.74K
|
2.96K
$323K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
59+ 76.62% |
$6.03K - $6.48K
|
136
$14.9K
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$102 - $110
|
975
$107K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66.2K- 11.01% |
$6.77M - $7.27M
|
535K
$58.5M
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-1.31K- 4.13% |
$134K - $144K
|
30.4K
$3.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
547New |
$55.9K - $60K
|
547
$59.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16K+ 6.12% |
$1.63M - $1.75M
|
277K
$30.2M
|
|
|
Aug 05, 2025
Q2 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 100.0% |
$307 - $329
|
6
$656
|
|
|
Aug 05, 2025
Q2 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
2.45KNew |
$250K - $268K
|
2.45K
$267K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-83- 1.01% |
$8.49K - $9.11K
|
8.1K
$885K
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
53+ 0.61% |
$5.42K - $5.82K
|
8.81K
$963K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
115+ 60.53% |
$11.8K - $12.6K
|
305
$33.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
213+ 16.08% |
$21.8K - $23.4K
|
1.54K
$168K
|
|
|
Aug 05, 2025
Q2 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
135+ 3.22% |
$13.8K - $14.8K
|
4.33K
$473K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
73+ 1.19% |
$7.46K - $8.01K
|
6.2K
$677K
|
|
|
Aug 05, 2025
Q2 2025
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.73KNew |
$381K - $409K
|
3.73K
$408K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-191- 15.24% |
$19.5K - $21K
|
1.06K
$116K
|
|
|
Aug 05, 2025
Q2 2025
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-1.87K- 36.1% |
$191K - $205K
|
3.31K
$361K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-200- 3.56% |
$20.4K - $22K
|
5.42K
$592K
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.06% |
$511 - $549
|
8.64K
$944K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.32K+ 15.98% |
$339K - $364K
|
24.1K
$2.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-168- 7.27% |
$17.2K - $18.4K
|
2.14K
$234K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.39K+ 41.52% |
$142K - $153K
|
4.74K
$518K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
753+ 8.47% |
$77K - $82.6K
|
9.64K
$1.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-50- 10.53% |
$5.11K - $5.49K
|
425
$46.4K
|