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 |
---|---|---|---|---|---|---|---|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
23.8K+ 16.98% |
$2.19M - $2.59M
|
164K
$17.1M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-476- 2.92% |
$43.8K - $51.9K
|
15.8K
$1.65M
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
13.8KNew |
$1.27M - $1.51M
|
13.8K
$1.44M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
233+ 2.85% |
$21.5K - $25.4K
|
8.4K
$876K
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
23+ 0.71% |
$2.12K - $2.51K
|
3.25K
$338K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
15+ 0.55% |
$1.38K - $1.63K
|
2.76K
$287K
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-7- 0.28% |
$645 - $763
|
2.48K
$258K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-170- 0.31% |
$15.7K - $18.5K
|
54.6K
$5.69M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.67K+ 5.2% |
$706K - $836K
|
155K
$16.2M
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-14.8K- 33.43% |
$1.36M - $1.61M
|
29.4K
$3.06M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
111+ 2.73% |
$10.2K - $12.1K
|
4.17K
$435K
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.52KNew |
$417K - $493K
|
4.52K
$471K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.16K+ 4.96% |
$291K - $344K
|
66.9K
$6.97M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
10.5K+ 10.99% |
$967K - $1.14M
|
106K
$11M
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.58KNew |
$606K - $717K
|
6.58K
$686K
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.04KNew |
$188K - $222K
|
2.04K
$213K
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-82- 2.49% |
$7.55K - $8.94K
|
3.21K
$334K
|
|
May 05, 2025
Q1 2025
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-443K- 31.76% |
$40.8M - $48.3M
|
952K
$99.2M
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-41- 66.13% |
$3.78K - $4.47K
|
21
$2.19K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
227+ 6.17% |
$20.9K - $24.7K
|
3.91K
$407K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
312+ 1.19% |
$28.7K - $34K
|
26.5K
$2.77M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.02% |
$92.1 - $109
|
6.13K
$638K
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$195K - $231K
|
2.12K
$221K
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.9K- 56.07% |
$1.65M - $1.95M
|
14K
$1.46M
|
|
May 05, 2025
Q1 2025
|
Australian Super Pty LTD
|
BUY
|
- |
94.8KNew |
$8.73M - $10.3M
|
94.8K
$9.88M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
737+ 2.19% |
$67.9K - $80.3K
|
34.5K
$3.59M
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.89K+ 85.69% |
$174K - $206K
|
4.1K
$427K
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
115+ 0.44% |
$10.6K - $12.5K
|
26.3K
$2.75M
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-2.12K- 10.82% |
$195K - $231K
|
17.5K
$1.82M
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-199- 52.37% |
$18.3K - $21.7K
|
181
$18.9K
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
170+ 7.66% |
$15.7K - $18.5K
|
2.39K
$249K
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
24+ 0.83% |
$2.21K - $2.62K
|
2.93K
$306K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.6KNew |
$2.26M - $2.68M
|
24.6K
$2.56M
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$180K - $213K
|
1.95K
$203K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.81% |
$461 - $545
|
625
$65.1K
|
|
May 05, 2025
Q1 2025
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.47KNew |
$320K - $378K
|
3.47K
$362K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-305- 1.59% |
$28.1K - $33.2K
|
18.9K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-313- 2.03% |
$28.8K - $34.1K
|
15.1K
$1.58M
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
430+ 3.31% |
$39.6K - $46.9K
|
13.4K
$1.4M
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.05% |
$368 - $436
|
8.63K
$900K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 12.51% |
$10.6K - $12.5K
|
804
$83.8K
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
144K+ 3240.78% |
$13.3M - $15.7M
|
149K
$15.5M
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
1.02K+ 0.93% |
$94K - $111K
|
111K
$11.5M
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
105K+ 2964.91% |
$9.68M - $11.5M
|
109K
$11.3M
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
317+ 2.25% |
$29.2K - $34.5K
|
14.4K
$1.5M
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-54- 1.76% |
$4.97K - $5.88K
|
3.02K
$315K
|
|
May 05, 2025
Q1 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
922+ 26.59% |
$84.9K - $100K
|
4.39K
$458K
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6- 0.08% |
$553 - $654
|
7.56K
$788K
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
83+ 1.02% |
$7.65K - $9.05K
|
8.19K
$853K
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22New |
$2.03K - $2.4K
|
22
$2.29K
|