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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10.5K+ 17.22% |
$813K - $1.01M
|
71.3K
$6.75M
|
|
|
Oct 31, 2024
Q3 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-9.37K- 5.98% |
$728K - $901K
|
147K
$13.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-250- 5.28% |
$19.4K - $24K
|
4.48K
$424K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.15KNew |
$167K - $207K
|
2.15K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-169- 1.64% |
$13.1K - $16.3K
|
10.1K
$960K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
63+ 14.82% |
$4.89K - $6.06K
|
488
$46.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-168K- 9.35% |
$13.1M - $16.2M
|
1.63M
$155M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11- 0.03% |
$854 - $1.06K
|
37.8K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
5.43K+ 3.3% |
$422K - $522K
|
170K
$16.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.21K- 4.64% |
$94.2K - $117K
|
24.9K
$2.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
97+ 34.4% |
$7.53K - $9.33K
|
379
$35.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
15.1K+ 389.64% |
$1.17M - $1.45M
|
19K
$1.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
214+ 5.57% |
$16.6K - $20.6K
|
4.06K
$384K
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-363- 0.71% |
$28.2K - $34.9K
|
50.5K
$4.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-368- 6.29% |
$28.6K - $35.4K
|
5.49K
$520K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.67K- 18.58% |
$362K - $449K
|
20.4K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-796- 1.35% |
$61.8K - $76.6K
|
58.1K
$5.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.97K- 3.07% |
$153K - $189K
|
62.1K
$5.88M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
221+ 6.41% |
$17.2K - $21.3K
|
3.67K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Management Corp
|
BUY
|
- |
2.2KNew |
$171K - $212K
|
2.2K
$208K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-777- 3.71% |
$60.4K - $74.7K
|
20.2K
$1.91M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 3.13% |
$621 - $770
|
264
$25K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-604- 0.73% |
$46.9K - $58.1K
|
81.9K
$7.75M
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-143- 1.11% |
$11.1K - $13.8K
|
12.8K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.16% |
$1.01K - $1.25K
|
7.95K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.72K- 21.69% |
$133K - $165K
|
6.2K
$587K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.05K- 80.43% |
$237K - $293K
|
742
$70.3K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.53KNew |
$196K - $243K
|
2.53K
$239K
|
|
|
Oct 29, 2024
Q3 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
467+ 5.33% |
$36.3K - $44.9K
|
9.22K
$873K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.26K- 65.53% |
$175K - $217K
|
1.19K
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
13.4K+ 14.2% |
$1.04M - $1.29M
|
108K
$10.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
2.72KNew |
$211K - $261K
|
2.72K
$257K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.31KNew |
$179K - $222K
|
2.31K
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-10.2K- 32.86% |
$793K - $982K
|
20.9K
$1.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$77.7 - $96.2
|
259
$24.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$77.7 - $96.2
|
4.61K
$437K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
182+ 3.87% |
$14.1K - $17.5K
|
4.89K
$463K
|
|
|
Oct 29, 2024
Q3 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-24.6K- 17.08% |
$1.91M - $2.37M
|
119K
$11.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.63K+ 14.22% |
$670K - $830K
|
69.3K
$6.56M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.9K- 70.37% |
$148K - $183K
|
800
$75.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-2.65K- 1.12% |
$205K - $254K
|
233K
$22M
|
|
|
Oct 29, 2024
Q3 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
420+ 10.6% |
$32.6K - $40.4K
|
4.38K
$415K
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-7.73K- 1.87% |
$600K - $743K
|
406K
$38.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
396+ 14.7% |
$30.8K - $38.1K
|
3.09K
$293K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
529+ 4.62% |
$41.1K - $50.9K
|
12K
$1.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-469- 4.3% |
$36.4K - $45.1K
|
10.4K
$990K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 2.99% |
$227K - $281K
|
100K
$9.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-112- 2.97% |
$8.7K - $10.8K
|
3.66K
$347K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-3.03K- 0.84% |
$235K - $291K
|
360K
$34.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
71+ 2.18% |
$5.52K - $6.83K
|
3.32K
$315K
|