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 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
514+ 4.76% |
$47.3K - $56K
|
11.3K
$1.18M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
55New |
$5.07K - $5.99K
|
55
$5.73K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2.27K+ 80.89% |
$209K - $247K
|
5.07K
$528K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-709- 17.48% |
$65.3K - $77.3K
|
3.35K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-243- 0.49% |
$22.4K - $26.5K
|
49.5K
$5.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 2.76% |
$1.38K - $1.63K
|
529
$55.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 1.22% |
$4.97K - $5.88K
|
4.36K
$455K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 4.36% |
$10.7K - $12.6K
|
2.77K
$289K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-126- 2.85% |
$11.6K - $13.7K
|
4.29K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-638- 18.34% |
$58.8K - $69.5K
|
2.84K
$296K
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
119+ 5.56% |
$11K - $13K
|
2.26K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
5.12K+ 75.72% |
$472K - $558K
|
11.9K
$1.24M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.67% |
$9.21K - $10.9K
|
5.9K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
2.15KNew |
$198K - $235K
|
2.15K
$224K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-350- 29.02% |
$32.2K - $38.1K
|
856
$89.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.03% |
$92.1 - $109
|
2.99K
$311K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$92.1 - $109
|
261
$27.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$1.01K - $1.2K
|
11
$1.15K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-369- 3.83% |
$34K - $40.2K
|
9.27K
$966K
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.69K+ 8.8% |
$248K - $293K
|
33.3K
$3.47M
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
100+ 1.91% |
$9.21K - $10.9K
|
5.34K
$556K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 8.57% |
$829 - $981
|
114
$11.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
400+ 18.43% |
$36.8K - $43.6K
|
2.57K
$268K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-143- 4.59% |
$13.2K - $15.6K
|
2.97K
$310K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.86KNew |
$171K - $203K
|
1.86K
$194K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-163- 0.96% |
$15K - $17.8K
|
16.7K
$1.75M
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
521+ 4.69% |
$48K - $56.8K
|
11.6K
$1.21M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.55K+ 22.19% |
$327K - $387K
|
19.5K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-540- 33.75% |
$49.7K - $58.8K
|
1.06K
$110K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-272- 23.03% |
$25.1K - $29.6K
|
909
$94.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.79K- 9.7% |
$257K - $304K
|
26K
$2.71M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-46- 85.19% |
$4.24K - $5.01K
|
8
$834
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-132- 0.49% |
$12.2K - $14.4K
|
26.9K
$2.81M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
47New |
$4.33K - $5.12K
|
47
$4.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
366+ 13.93% |
$33.7K - $39.9K
|
2.99K
$312K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-8- 0.17% |
$737 - $872
|
4.58K
$477K
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
257+ 5.67% |
$23.7K - $28K
|
4.79K
$499K
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 8.47% |
$22.8K - $26.9K
|
2.67K
$278K
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-237- 8.61% |
$21.8K - $25.8K
|
2.52K
$262K
|
|
|
Apr 07, 2025
Q1 2025
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
1.99KNew |
$183K - $216K
|
1.99K
$207K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 21.88% |
$1.29K - $1.53K
|
78
$8.13K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27- 2.14% |
$2.49K - $2.94K
|
1.24K
$129K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
93+ 1.27% |
$8.57K - $10.1K
|
7.42K
$773K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
2.08KNew |
$191K - $226K
|
2.08K
$217K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
BUY
|
- |
2.33KNew |
$215K - $254K
|
2.33K
$243K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2New |
$186 - $204
|
2
$208
|
|
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
99+ 0.91% |
$9.2K - $10.1K
|
10.9K
$1.14M
|
|
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
257K+ 4.7% |
$23.9M - $26.1M
|
5.72M
$596M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.61K+ 4.24% |
$707K - $775K
|
187K
$19.5M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-34.5K- 5.37% |
$3.21M - $3.52M
|
608K
$63.4M
|
|