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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
60+ 0.35% |
$6.13K - $6.59K
|
17.4K
$1.9M
|
|
|
Jul 29, 2025
Q2 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-583- 9.13% |
$59.6K - $64K
|
5.8K
$634K
|
|
|
Jul 29, 2025
Q2 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
250+ 1.43% |
$25.6K - $27.4K
|
17.7K
$1.93M
|
|
|
Jul 29, 2025
Q2 2025
|
Hoese & CO LLP
|
BUY
|
- |
180New |
$18.4K - $19.8K
|
180
$19.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
373+ 15.79% |
$38.1K - $40.9K
|
2.74K
$299K
|
|
|
Jul 29, 2025
Q2 2025
|
Ariston Services Group
San Diego, CA |
BUY
|
- |
178+ 8.01% |
$18.2K - $19.5K
|
2.4K
$262K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-952- 1.17% |
$97.3K - $104K
|
80.6K
$8.81M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.67KNew |
$170K - $183K
|
1.67K
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-344- 0.93% |
$35.2K - $37.8K
|
36.6K
$4M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
170+ 0.9% |
$17.4K - $18.7K
|
19K
$2.08M
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-14- 0.56% |
$1.43K - $1.54K
|
2.47K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.75% |
$6.24K - $6.7K
|
8.22K
$898K
|
|
|
Jul 29, 2025
Q2 2025
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
3.12K+ 1.58% |
$319K - $342K
|
201K
$22M
|
|
|
Jul 29, 2025
Q2 2025
|
Regions Financial Corp
|
BUY
|
- |
7.79K+ 23.44% |
$796K - $855K
|
41K
$4.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
398+ 20.0% |
$40.7K - $43.7K
|
2.39K
$261K
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
544+ 3.19% |
$55.6K - $59.7K
|
17.6K
$1.92M
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-64- 1.31% |
$6.54K - $7.02K
|
4.82K
$527K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 308.82% |
$10.7K - $11.5K
|
139
$15.2K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 0.94% |
$4.09K - $4.39K
|
4.3K
$470K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$102 - $110
|
262
$28.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.3KNew |
$235K - $253K
|
2.3K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.59K- 66.9% |
$572K - $614K
|
2.77K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
110+ 0.89% |
$11.2K - $12.1K
|
12.5K
$1.36M
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-108- 2.76% |
$11K - $11.9K
|
3.81K
$416K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.72K- 14.33% |
$381K - $409K
|
22.3K
$2.43M
|
|
|
Jul 28, 2025
Q2 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
16.7K+ 13.3% |
$1.7M - $1.83M
|
142K
$15.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Td Asset Management Inc
|
BUY
|
- |
11.1K+ 6.34% |
$1.13M - $1.22M
|
186K
$20.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-95- 2.27% |
$9.71K - $10.4K
|
4.09K
$446K
|
|
|
Jul 28, 2025
Q2 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-1.97K- 47.98% |
$201K - $216K
|
2.13K
$233K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 25.69% |
$105K - $113K
|
5.02K
$548K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
246New |
$25.2K - $27K
|
246
$26.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.81% |
$2.45K - $2.63K
|
2.99K
$327K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.26K+ 10.59% |
$435K - $467K
|
44.4K
$4.86M
|
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-338- 13.62% |
$34.6K - $37.1K
|
2.14K
$234K
|
|
|
Jul 28, 2025
Q2 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
195+ 0.08% |
$19.9K - $21.4K
|
242K
$26.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.64% |
$4.19K - $4.5K
|
6.41K
$700K
|
|
|
Jul 28, 2025
Q2 2025
|
Alta Capital Management LLC
|
SELL
|
- |
-2K- 5.01% |
$204K - $219K
|
37.9K
$4.14M
|
|
|
Jul 28, 2025
Q2 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
27.6K+ 18.59% |
$2.82M - $3.03M
|
176K
$19.2M
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
44+ 1.95% |
$4.5K - $4.83K
|
2.3K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
SELL
|
- |
-37.7K- 11.39% |
$3.86M - $4.14M
|
293K
$32M
|
|
|
Jul 25, 2025
Q2 2025
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
2K+ 43.71% |
$205K - $220K
|
6.58K
$719K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-143- 1.41% |
$14.6K - $15.7K
|
10K
$1.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.65K+ 24.93% |
$577K - $620K
|
28.3K
$3.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
8.87K+ 27.4% |
$907K - $974K
|
41.3K
$4.51M
|
|
|
Jul 25, 2025
Q2 2025
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-5.04K- 5.56% |
$515K - $553K
|
85.6K
$9.35M
|
|
|
Jul 25, 2025
Q2 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-528- 2.13% |
$54K - $58K
|
24.2K
$2.65M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.14K+ 16.07% |
$321K - $345K
|
22.7K
$2.48M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.73K- 1.87% |
$279K - $299K
|
143K
$15.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-85- 46.96% |
$8.69K - $9.33K
|
96
$10.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 0.34% |
$5.42K - $5.82K
|
15.7K
$1.71M
|