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 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
224+ 151.35% |
$22.9K - $24.6K
|
372
$38.8K
|
|
Jul 08, 2025
Q2 2025
|
Ransom Advisory, LTD
Providence, RI |
SELL
|
- |
-1.2K- 19.2% |
$123K - $132K
|
5.05K
$526K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 3.14% |
$7.97K - $8.56K
|
2.56K
$267K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 14.09% |
$7.46K - $8.01K
|
591
$61.6K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
16.7K+ 50.16% |
$1.71M - $1.83M
|
50K
$5.21M
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.73% |
$2.86K - $3.07K
|
3.84K
$400K
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-22- 9.4% |
$2.25K - $2.41K
|
212
$22.1K
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-58- 1.56% |
$5.93K - $6.37K
|
3.67K
$382K
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.33% |
$102 - $110
|
44
$4.59K
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 0.4% |
$307 - $329
|
757
$78.9K
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.18% |
$6.65K - $7.13K
|
35.8K
$3.73M
|
|
Jul 07, 2025
Q2 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
450+ 2.83% |
$46K - $49.4K
|
16.4K
$1.71M
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
383+ 4.48% |
$39.2K - $42K
|
8.94K
$932K
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37+ 1.36% |
$3.78K - $4.06K
|
2.77K
$288K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
312+ 6.23% |
$31.9K - $34.2K
|
5.32K
$554K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-71- 3.01% |
$7.26K - $7.79K
|
2.29K
$239K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
81+ 3.64% |
$8.28K - $8.89K
|
2.31K
$240K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
67+ 3.51% |
$6.85K - $7.35K
|
1.98K
$206K
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-22- 0.56% |
$2.25K - $2.41K
|
3.93K
$409K
|
|
Jul 01, 2025
Q2 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-25.3K- 1.75% |
$2.59M - $2.78M
|
1.42M
$148M
|
|
Q1 2025 | |||||||
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-9.31K- 16.54% |
$858K - $1.01M
|
47K
$4.9M
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.12KNew |
$196K - $231K
|
2.12K
$221K
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
141+ 5.12% |
$13K - $15.4K
|
2.89K
$302K
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.24% |
$1.47K - $1.74K
|
6.77K
$706K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
3New |
$276 - $327
|
3
$313
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 0.38% |
$2.95K - $3.49K
|
8.42K
$877K
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.66K+ 113.49% |
$706K - $835K
|
14.4K
$1.5M
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
177+ 3.79% |
$16.3K - $19.3K
|
4.85K
$506K
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
72+ 2.26% |
$6.63K - $7.85K
|
3.25K
$339K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.42K- 16.76% |
$222K - $263K
|
12K
$1.25M
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 0.36% |
$4.42K - $5.23K
|
13.2K
$1.37M
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-525- 17.63% |
$48.4K - $57.2K
|
2.45K
$256K
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
6.32KNew |
$582K - $689K
|
6.32K
$658K
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.63K+ 7.81% |
$151K - $178K
|
22.5K
$2.35M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.14K- 19.29% |
$658K - $778K
|
29.9K
$3.11M
|
|
May 19, 2025
Q1 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-5.42K- 0.33% |
$499K - $590K
|
1.65M
$172M
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-279- 5.05% |
$25.7K - $30.4K
|
5.25K
$547K
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
136+ 2.92% |
$12.5K - $14.8K
|
4.79K
$500K
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
2.42K+ 16.92% |
$223K - $263K
|
16.7K
$1.74M
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$276 - $327
|
3
$313
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1.61K- 6.59% |
$148K - $175K
|
22.8K
$2.37M
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-5.56K- 43.06% |
$512K - $606K
|
7.35K
$766K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-85- 4.98% |
$7.83K - $9.26K
|
1.62K
$169K
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-460- 7.84% |
$42.4K - $50.1K
|
5.41K
$564K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
315New |
$29K - $34.3K
|
315
$32.8K
|
|
May 15, 2025
Q1 2025
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
34.1KNew |
$3.14M - $3.72M
|
34.1K
$3.56M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40.7K+ 16.29% |
$3.75M - $4.43M
|
290K
$30.3M
|
|
May 15, 2025
Q1 2025
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-13K- 40.18% |
$1.2M - $1.42M
|
19.4K
$2.02M
|
|
May 15, 2025
Q1 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
14.6KNew |
$1.34M - $1.59M
|
14.6K
$1.52M
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
5.06KNew |
$466K - $551K
|
5.06K
$527K
|