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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
BUY
|
- |
14.7K+ 39.71% |
$1.14M - $1.41M
|
51.6K
$4.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-238- 1.09% |
$18.5K - $22.9K
|
21.5K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-766- 5.22% |
$59.5K - $73.7K
|
13.9K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.69K+ 8.3% |
$131K - $162K
|
22K
$2.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
756+ 0.4% |
$58.7K - $72.7K
|
189K
$17.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-493- 0.95% |
$38.3K - $47.4K
|
51.4K
$4.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-5- 0.08% |
$388 - $481
|
6.41K
$607K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1- 0.04% |
$77.7 - $96.2
|
2.76K
$261K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.47K- 44.2% |
$191K - $237K
|
3.11K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11New |
$854 - $1.06K
|
11
$1.04K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21+ 0.63% |
$1.63K - $2.02K
|
3.35K
$318K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-187- 1.96% |
$14.5K - $18K
|
9.33K
$884K
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-243- 5.02% |
$18.9K - $23.4K
|
4.6K
$436K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
468New |
$36.4K - $45K
|
468
$44.3K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
161+ 0.16% |
$12.5K - $15.5K
|
101K
$9.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.41K- 5.09% |
$109K - $135K
|
26.2K
$2.48M
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
8.63K+ 41.96% |
$670K - $830K
|
29.2K
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.16K+ 7.23% |
$90.1K - $112K
|
17.2K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
2.19K+ 6.8% |
$170K - $211K
|
34.4K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-96- 1.37% |
$7.46K - $9.23K
|
6.9K
$654K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
250New |
$19.4K - $24K
|
250
$23.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-692- 7.22% |
$53.8K - $66.6K
|
8.89K
$842K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
245New |
$19K - $23.6K
|
245
$23.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
BUY
|
- |
243K+ 248.61% |
$18.9M - $23.4M
|
341K
$32.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
13.5K+ 195.89% |
$1.04M - $1.29M
|
20.3K
$1.92M
|
|
|
Nov 01, 2024
Q3 2024
|
Td Asset Management Inc
|
BUY
|
- |
6.03K+ 3.33% |
$468K - $580K
|
187K
$17.7M
|
|
|
Nov 01, 2024
Q3 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
2.18KNew |
$169K - $210K
|
2.18K
$207K
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
210+ 8.49% |
$16.3K - $20.2K
|
2.68K
$254K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
286+ 0.97% |
$22.2K - $27.5K
|
29.9K
$2.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-56- 10.57% |
$4.35K - $5.39K
|
474
$44.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
24.4K+ 100.16% |
$1.9M - $2.35M
|
48.8K
$4.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 0.96% |
$233 - $289
|
311
$29.5K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
SELL
|
- |
-115- 11.22% |
$8.93K - $11.1K
|
910
$86.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.65K+ 13.84% |
$594K - $735K
|
62.9K
$5.95M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.85K- 47.64% |
$144K - $178K
|
2.03K
$193K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-167- 20.29% |
$13K - $16.1K
|
656
$62.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.28K- 55.0% |
$99.6K - $123K
|
1.05K
$99.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
29+ 0.46% |
$2.25K - $2.79K
|
6.35K
$602K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
7.34K+ 26.52% |
$570K - $706K
|
35K
$3.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.53KNew |
$430K - $532K
|
5.53K
$524K
|
|
|
Nov 01, 2024
Q3 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
115+ 0.14% |
$8.93K - $11.1K
|
84.7K
$8.02M
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.94K - $2.4K
|
225
$21.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.63K+ 29.55% |
$204K - $253K
|
11.5K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
209+ 7.86% |
$16.2K - $20.1K
|
2.87K
$272K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
6New |
$466 - $577
|
6
$568
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.36K- 25.48% |
$106K - $131K
|
3.98K
$377K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
564+ 1.62% |
$43.8K - $54.3K
|
35.4K
$3.35M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
21+ 0.32% |
$1.63K - $2.02K
|
6.49K
$615K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-436- 1.65% |
$33.9K - $41.9K
|
26K
$2.46M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
3.04KNew |
$236K - $293K
|
3.04K
$288K
|