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 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.99K+ 18.17% |
$462K - $521K
|
39K
$3.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-115K- 97.79% |
$8.88M - $10M
|
2.61K
$247K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-520- 17.28% |
$40.1K - $45.2K
|
2.49K
$236K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.74KNew |
$365K - $413K
|
4.74K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
4.6KNew |
$354K - $400K
|
4.6K
$436K
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
10.2KNew |
$785K - $887K
|
10.2K
$965K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36- 3.11% |
$2.77K - $3.13K
|
1.12K
$106K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
128New |
$9.86K - $11.1K
|
128
$12.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.03K+ 1240.31% |
$311K - $351K
|
4.36K
$413K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-350- 76.59% |
$27K - $30.5K
|
107
$10.1K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
111New |
$8.55K - $9.66K
|
111
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 33.05% |
$125K - $141K
|
6.52K
$617K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
348New |
$26.8K - $30.3K
|
348
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
46+ 1.1% |
$3.54K - $4K
|
4.25K
$402K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$200K - $226K
|
2.6K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-21- 4.29% |
$1.62K - $1.83K
|
469
$44.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$308 - $348
|
4
$379
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-486- 12.13% |
$37.4K - $42.3K
|
3.52K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.99% |
$77 - $87
|
100
$9.47K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.77KNew |
$214K - $241K
|
2.77K
$263K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
34New |
$2.62K - $2.96K
|
34
$3.22K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-537- 62.88% |
$41.4K - $46.7K
|
317
$30K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.35% |
$1.16K - $1.31K
|
4.27K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-30- 3.61% |
$2.31K - $2.61K
|
800
$75.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-318K- 91.82% |
$24.5M - $27.6M
|
28.3K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.9KNew |
$377K - $426K
|
4.9K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-17- 1.23% |
$1.31K - $1.48K
|
1.37K
$129K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$163K - $184K
|
2.11K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88KNew |
$222K - $250K
|
2.88K
$273K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.53KNew |
$426K - $481K
|
5.53K
$524K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.7K+ 607.83% |
$1.29M - $1.45M
|
19.4K
$1.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
583+ 7.64% |
$44.9K - $50.7K
|
8.21K
$778K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
457+ 377.69% |
$35.2K - $39.8K
|
578
$54.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 3.69% |
$4.47K - $5.05K
|
1.51K
$143K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$12.9K - $14.5K
|
167
$15.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$8.52K
|
|
|
Jan 30, 2024
Q4 2023
|
Everence Capital Management Inc
|
BUY
|
- |
4.01K+ 101.78% |
$309K - $349K
|
7.95K
$753K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-19- 0.4% |
$1.46K - $1.65K
|
4.73K
$448K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
23.6KNew |
$1.82M - $2.06M
|
23.6K
$2.24M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$313K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.6K- 6.33% |
$431K - $487K
|
82.8K
$7.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-291- 10.01% |
$22.4K - $25.3K
|
2.62K
$248K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
303New |
$23.3K - $26.4K
|
303
$28.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-626- 7.93% |
$48.2K - $54.5K
|
7.27K
$689K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-30- 0.23% |
$2.31K - $2.61K
|
12.9K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$693 - $783
|
9
$852
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$199K - $225K
|
2.58K
$245K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$187K - $211K
|
2.42K
$230K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$2.31K - $2.61K
|
30
$2.84K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-286K- 100.0% |
$22M - $24.9M
|
14
$1.33K
|