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 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
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
357+ 8.93% |
$32.9K - $38.9K
|
4.35K
$454K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10K+ 14.15% |
$925K - $1.09M
|
81K
$8.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.82KNew |
$628K - $743K
|
6.82K
$711K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13+ 65.0% |
$1.2K - $1.42K
|
33
$3.44K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
964+ 31.83% |
$88.8K - $105K
|
3.99K
$416K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-718- 5.14% |
$66.1K - $78.2K
|
13.3K
$1.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
316+ 138.6% |
$29.1K - $34.4K
|
544
$56.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
904+ 1004.44% |
$83.3K - $98.5K
|
994
$104K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$184 - $218
|
3.52K
$367K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21+ 131.25% |
$1.93K - $2.29K
|
37
$3.86K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
66+ 2.65% |
$6.08K - $7.19K
|
2.55K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.67K+ 4.27% |
$430K - $509K
|
114K
$11.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
213KNew |
$19.6M - $23.2M
|
213K
$22.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 12.79% |
$3.5K - $4.14K
|
335
$34.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-29- 0.97% |
$2.67K - $3.16K
|
2.96K
$308K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-132- 6.01% |
$12.2K - $14.4K
|
2.07K
$215K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 1.78% |
$4.97K - $5.88K
|
3.08K
$321K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$175K - $207K
|
1.9K
$198K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
46+ 1.99% |
$4.24K - $5.01K
|
2.36K
$246K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
240+ 1.88% |
$22.1K - $26.2K
|
13K
$1.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$184K - $217K
|
1.99K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.67K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
179+ 3.04% |
$16.5K - $19.5K
|
6.07K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-7.4K- 4.12% |
$682K - $806K
|
172K
$17.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
390KNew |
$35.9M - $42.5M
|
390K
$40.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.5% |
$73.7K - $87.2K
|
2.47K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-35- 1.17% |
$3.22K - $3.81K
|
2.97K
$309K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.56% |
$92.1 - $109
|
19
$1.98K
|
|
|
Apr 15, 2025
Q1 2025
|
Dividend Assets Capital, LLC
|
BUY
|
- |
2KNew |
$184K - $218K
|
2K
$208K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.53K+ 2.32% |
$141K - $167K
|
67.4K
$7.03M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
188+ 2.71% |
$17.3K - $20.5K
|
7.14K
$744K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-43- 0.39% |
$3.96K - $4.69K
|
10.9K
$1.13M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-2.24K- 2.7% |
$206K - $244K
|
80.5K
$8.39M
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.52% |
$92.1 - $109
|
192
$20K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-467- 11.43% |
$43K - $50.9K
|
3.62K
$377K
|
|
|
Apr 15, 2025
Q1 2025
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-400- 3.64% |
$36.8K - $43.6K
|
10.6K
$1.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
76+ 0.41% |
$7K - $8.28K
|
18.8K
$1.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
42.2K+ 10.88% |
$3.88M - $4.59M
|
429K
$44.8M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.12% |
$553 - $654
|
4.97K
$518K
|
|
|
Apr 15, 2025
Q1 2025
|
Thompson Investment Management, Inc.
|
BUY
|
- |
944+ 1.36% |
$87K - $103K
|
70.5K
$7.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.33% |
$276 - $327
|
913
$95.2K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 8.49% |
$11.3K - $13.4K
|
1.33K
$138K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.61K- 1.91% |
$149K - $176K
|
82.7K
$8.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
2.15K+ 9.32% |
$198K - $234K
|
25.2K
$2.62M
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 46.19% |
$8.94K - $10.6K
|
113
$11.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
97+ 12.6% |
$8.94K - $10.6K
|
867
$90.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
238+ 3.26% |
$21.9K - $25.9K
|
7.53K
$785K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 955.56% |
$15.8K - $18.7K
|
190
$19.8K
|