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 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.69% |
$3.68K - $4.36K
|
1.53K
$167K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-261- 9.58% |
$24K - $28.4K
|
2.46K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3.95K+ 1.19% |
$364K - $430K
|
336K
$36.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.67% |
$9.21K - $10.9K
|
3.85K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 1.09% |
$92.1 - $109
|
91
$9.94K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.04KNew |
$188K - $222K
|
2.04K
$223K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.85KNew |
$170K - $201K
|
1.85K
$202K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 9.57% |
$2.03K - $2.4K
|
252
$27.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 93.16% |
$140K - $166K
|
112
$12.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.05K+ 5.54% |
$96.9K - $115K
|
20K
$2.19M
|
|
|
Apr 25, 2025
Q1 2025
|
First Fiduciary Investment Counsel, Inc.
|
BUY
|
- |
1.85KNew |
$170K - $202K
|
1.85K
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53New |
$4.88K - $5.78K
|
53
$5.79K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.94KNew |
$179K - $212K
|
1.94K
$212K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.96% |
$3.22K - $3.81K
|
3.68K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-461- 11.3% |
$42.5K - $50.2K
|
3.62K
$395K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.84KNew |
$170K - $201K
|
1.84K
$201K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.1KNew |
$193K - $228K
|
2.1K
$229K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-280- 3.95% |
$25.8K - $30.5K
|
6.8K
$743K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
22.4KNew |
$2.06M - $2.44M
|
22.4K
$2.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-271- 79.24% |
$25K - $29.5K
|
71
$7.76K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 1.15% |
$3.22K - $3.81K
|
3.08K
$337K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4New |
$368 - $436
|
4
$437
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-7.44K- 78.15% |
$685K - $811K
|
2.08K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
214New |
$19.7K - $23.3K
|
214
$23.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.5K- 13.76% |
$138K - $163K
|
9.4K
$1.03M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.88K- 32.82% |
$173K - $205K
|
3.85K
$420K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.3% |
$368 - $436
|
97
$10.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-467- 4.98% |
$43K - $50.9K
|
8.91K
$974K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-100- 1.86% |
$9.21K - $10.9K
|
5.29K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.98KNew |
$183K - $216K
|
1.98K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-778- 18.59% |
$71.7K - $84.8K
|
3.41K
$372K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.13% |
$276 - $327
|
2.25K
$245K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 17.5% |
$37.9K - $44.8K
|
2.76K
$302K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15+ 10.42% |
$1.38K - $1.63K
|
159
$17.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-444- 9.62% |
$40.9K - $48.4K
|
4.17K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.92KNew |
$177K - $210K
|
1.92K
$210K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.17KNew |
$200K - $236K
|
2.17K
$237K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$368 - $436
|
4
$437
|
|
|
Apr 17, 2025
Q1 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.94KNew |
$455K - $538K
|
4.94K
$540K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.02KNew |
$278K - $329K
|
3.02K
$330K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
904+ 1004.44% |
$83.3K - $98.5K
|
994
$109K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-29- 0.97% |
$2.67K - $3.16K
|
2.96K
$323K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-132- 6.01% |
$12.2K - $14.4K
|
2.07K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 1.78% |
$4.97K - $5.88K
|
3.08K
$337K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$175K - $207K
|
1.9K
$208K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$184K - $217K
|
1.99K
$218K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.75K
|
|
|
Apr 15, 2025
Q1 2025
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-800- 24.5% |
$73.7K - $87.2K
|
2.47K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.52% |
$92.1 - $109
|
192
$21K
|
|
|
Apr 15, 2025
Q1 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-467- 11.43% |
$43K - $50.9K
|
3.62K
$395K
|