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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-110- 76.39% |
$10.2K - $11.2K
|
34
$3.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
136New |
$12.6K - $13.8K
|
136
$14.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
136New |
$12.6K - $13.8K
|
136
$14.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-68- 71.58% |
$6.32K - $6.92K
|
27
$2.86K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-225- 8.91% |
$20.9K - $22.9K
|
2.3K
$243K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.05% |
$836 - $916
|
17.3K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
6.36K+ 98.8% |
$591K - $648K
|
12.8K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-135- 4.99% |
$12.5K - $13.7K
|
2.57K
$272K
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.7KNew |
$437K - $479K
|
4.7K
$497K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
76New |
$7.06K - $7.74K
|
76
$8.04K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.1K+ 4.5% |
$381K - $417K
|
95.1K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
550New |
$51.1K - $56K
|
550
$58.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.9 - $102
|
3.05K
$323K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
632New |
$58.7K - $64.4K
|
632
$66.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
135New |
$12.5K - $13.7K
|
135
$14.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 3.42% |
$65.9K - $72.2K
|
21.4K
$2.27M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 3.81% |
$4.83K - $5.29K
|
1.31K
$139K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
689+ 3.0% |
$64K - $70.2K
|
23.6K
$2.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3+ 0.09% |
$279 - $305
|
3.34K
$353K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 53.85% |
$651 - $713
|
6
$635
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-70- 60.87% |
$6.51K - $7.13K
|
45
$4.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 20.83% |
$465 - $509
|
29
$3.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-26- 2.41% |
$2.42K - $2.65K
|
1.05K
$112K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.59% |
$1.49K - $1.63K
|
2.71K
$287K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17+ 0.66% |
$1.58K - $1.73K
|
2.6K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$230K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16+ 1.23% |
$1.49K - $1.63K
|
1.31K
$139K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
175+ 7.17% |
$16.3K - $17.8K
|
2.62K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-100- 3.59% |
$9.29K - $10.2K
|
2.69K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-337- 29.41% |
$31.3K - $34.3K
|
809
$85.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 19.12% |
$1.21K - $1.32K
|
55
$5.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 4.46% |
$836 - $916
|
211
$22.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
684New |
$63.6K - $69.6K
|
684
$72.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13New |
$1.21K - $1.32K
|
13
$1.38K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.18KNew |
$202K - $222K
|
2.18K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-15K- 18.15% |
$1.39M - $1.53M
|
67.6K
$7.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 1.37% |
$4.74K - $5.19K
|
3.66K
$387K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
229New |
$21.3K - $23.3K
|
229
$24.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
3.07KNew |
$285K - $313K
|
3.07K
$325K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.36KNew |
$126K - $138K
|
1.36K
$144K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
12.1KNew |
$1.13M - $1.23M
|
12.1K
$1.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
285+ 12.12% |
$26.5K - $29K
|
2.64K
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-29- 1.2% |
$2.7K - $2.95K
|
2.38K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
744+ 3.56% |
$69.1K - $75.8K
|
21.6K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
28KNew |
$2.6M - $2.85M
|
28K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-29.4K- 99.89% |
$2.73M - $2.99M
|
32
$3.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$2.42K - $2.65K
|
26
$2.75K
|