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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-473- 0.47% |
$43.6K - $51.5K
|
99.3K
$10.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
237+ 9.63% |
$21.8K - $25.8K
|
2.7K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.71K - $6.76K
|
2.31K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.3% |
$368 - $436
|
97
$10.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-467- 4.98% |
$43K - $50.9K
|
8.91K
$929K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-95- 1.43% |
$8.75K - $10.4K
|
6.55K
$683K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-100- 1.86% |
$9.21K - $10.9K
|
5.29K
$551K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
211+ 2.29% |
$19.4K - $23K
|
9.43K
$982K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
29+ 0.68% |
$2.67K - $3.16K
|
4.26K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12+ 0.42% |
$1.11K - $1.31K
|
2.89K
$301K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.5K- 58.21% |
$1.25M - $1.48M
|
9.72K
$1.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
38.5K+ 196.86% |
$3.54M - $4.19M
|
58K
$6.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 6.37% |
$27.1K - $32K
|
4.32K
$450K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.98KNew |
$183K - $216K
|
1.98K
$207K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-778- 18.59% |
$71.7K - $84.8K
|
3.41K
$355K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.13% |
$276 - $327
|
2.25K
$234K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 17.5% |
$37.9K - $44.8K
|
2.76K
$288K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 7.23% |
$553 - $654
|
77
$8.02K
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
1.45K+ 68.28% |
$134K - $158K
|
3.58K
$373K
|
|
|
Apr 21, 2025
Q1 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
1.15K+ 3.19% |
$106K - $125K
|
37.2K
$3.88M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
157+ 5.63% |
$14.5K - $17.1K
|
2.95K
$307K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.01K+ 25.29% |
$93.1K - $110K
|
5.01K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 7.88% |
$7.65K - $9.05K
|
1.14K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
359+ 3.66% |
$33.1K - $39.1K
|
10.2K
$1.06M
|
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
9.12K+ 7.85% |
$840K - $994K
|
125K
$13.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.5K- 30.2% |
$1.98M - $2.35M
|
49.8K
$5.19M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15+ 10.42% |
$1.38K - $1.63K
|
159
$16.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Friedenthal Financial
|
BUY
|
- |
740New |
$68.2K - $80.6K
|
740
$77.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
98+ 3.03% |
$9.03K - $10.7K
|
3.34K
$348K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.1K+ 15.91% |
$194K - $229K
|
15.3K
$1.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
166+ 518.75% |
$15.3K - $18.1K
|
198
$20.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-444- 9.62% |
$40.9K - $48.4K
|
4.17K
$435K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.92KNew |
$177K - $210K
|
1.92K
$200K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-4.26K- 0.99% |
$393K - $464K
|
426K
$44.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
250+ 1.45% |
$23K - $27.2K
|
17.5K
$1.82M
|
|
|
Apr 21, 2025
Q1 2025
|
Alta Capital Management LLC
|
BUY
|
- |
1.85K+ 4.86% |
$170K - $201K
|
39.8K
$4.15M
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.17KNew |
$200K - $236K
|
2.17K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
3.86KNew |
$355K - $420K
|
3.86K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-13- 0.16% |
$1.2K - $1.42K
|
8.06K
$840K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$368 - $436
|
4
$417
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-215- 3.59% |
$19.8K - $23.4K
|
5.78K
$602K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.06KNew |
$374K - $443K
|
4.06K
$423K
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$455K - $538K
|
4.94K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 33.2% |
$7.83K - $9.26K
|
341
$35.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-427- 3.44% |
$39.3K - $46.5K
|
12K
$1.25M
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6- 0.27% |
$553 - $654
|
2.23K
$233K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.43% |
$3.13K - $3.71K
|
7.86K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.02KNew |
$278K - $329K
|
3.02K
$315K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2.19KNew |
$202K - $239K
|
2.19K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-500- 18.89% |
$46.1K - $54.5K
|
2.15K
$224K
|