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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
154New |
$14.2K - $16.8K
|
154
$16.8K
|
|
|
May 09, 2025
Q1 2025
|
American Assets Investment Management, LLC
|
BUY
|
- |
50KNew |
$4.61M - $5.45M
|
50K
$5.46M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-6.6K- 34.92% |
$608K - $719K
|
12.3K
$1.34M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.41K- 50.74% |
$498K - $589K
|
5.25K
$574K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-100- 0.23% |
$9.21K - $10.9K
|
44.1K
$4.82M
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-38- 1.04% |
$3.5K - $4.14K
|
3.63K
$397K
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 1.54% |
$368 - $436
|
256
$28K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.4KNew |
$1.79M - $2.11M
|
19.4K
$2.12M
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$184 - $218
|
2.79K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
595+ 25.61% |
$54.8K - $64.8K
|
2.92K
$319K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
663+ 10.08% |
$61.1K - $72.3K
|
7.24K
$791K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
8New |
$737 - $872
|
8
$874
|
|
|
May 07, 2025
Q1 2025
|
Equitable Trust CO
|
BUY
|
- |
1.89KNew |
$174K - $206K
|
1.89K
$206K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.08% |
$276 - $327
|
3.83K
$419K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.29% |
$3.68K - $4.36K
|
13.8K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-17.4K- 64.31% |
$1.6M - $1.89M
|
9.63K
$1.05M
|
|
|
May 07, 2025
Q1 2025
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-43.8K- 37.14% |
$4.04M - $4.78M
|
74.2K
$8.1M
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$1.38K - $1.63K
|
7.21K
$788K
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.13KNew |
$104K - $123K
|
1.13K
$123K
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-231- 18.49% |
$21.3K - $25.2K
|
1.02K
$111K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
4.39K+ 16.93% |
$404K - $478K
|
30.3K
$3.31M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15- 41.67% |
$1.38K - $1.63K
|
21
$2.29K
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
372New |
$34.3K - $40.5K
|
372
$40.6K
|
|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
13.8KNew |
$1.27M - $1.51M
|
13.8K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
233+ 2.85% |
$21.5K - $25.4K
|
8.4K
$918K
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.52KNew |
$417K - $493K
|
4.52K
$494K
|
|
|
May 06, 2025
Q1 2025
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
6.58KNew |
$606K - $717K
|
6.58K
$719K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.04KNew |
$188K - $222K
|
2.04K
$223K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-41- 66.13% |
$3.78K - $4.47K
|
21
$2.29K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$195K - $231K
|
2.12K
$232K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.9K- 56.07% |
$1.65M - $1.95M
|
14K
$1.53M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$180K - $213K
|
1.95K
$213K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 12.51% |
$10.6K - $12.5K
|
804
$87.8K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.98KNew |
$275K - $325K
|
2.98K
$326K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28- 45.16% |
$2.58K - $3.05K
|
34
$3.71K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 50.0% |
$184 - $218
|
6
$656
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.27K
|
11.7K
$1.28M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
363+ 2420.0% |
$33.4K - $39.6K
|
378
$41.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3+ 60.0% |
$276 - $327
|
8
$874
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.24KNew |
$299K - $354K
|
3.24K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.67K - $3.16K
|
29
$3.17K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.55KNew |
$235K - $278K
|
2.55K
$279K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61New |
$5.62K - $6.65K
|
61
$6.66K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-67- 1.15% |
$6.17K - $7.3K
|
5.75K
$628K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.75K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.99% |
$27.6K - $32.7K
|
14.8K
$1.61M
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 3.48% |
$96.1K - $114K
|
31K
$3.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-25- 20.16% |
$2.3K - $2.72K
|
99
$10.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
985+ 9.46% |
$90.7K - $107K
|
11.4K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
953New |
$87.8K - $104K
|
953
$104K
|