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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Employees Retirement System Of Texas
|
BUY
|
- |
200K+ 103.63% |
$17.2M - $19.7M
|
393K
$36.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-182- 1.9% |
$15.7K - $18K
|
9.41K
$875K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-301- 3.71% |
$25.9K - $29.7K
|
7.81K
$726K
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
902New |
$77.7K - $89K
|
902
$83.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
941New |
$81.1K - $92.8K
|
941
$87.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.73% |
$259 - $296
|
412
$38.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-256- 1.01% |
$22.1K - $25.3K
|
25.1K
$2.33M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 78.82% |
$5.77K - $6.61K
|
18
$1.67K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4- 66.67% |
$345 - $395
|
2
$186
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-795- 20.48% |
$68.5K - $78.4K
|
3.09K
$287K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$776 - $888
|
2.47K
$229K
|
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
49.9KNew |
$4.3M - $4.93M
|
49.9K
$4.64M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
8.19KNew |
$705K - $807K
|
8.19K
$761K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.35KNew |
$117K - $133K
|
1.35K
$126K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-214- 1.48% |
$18.4K - $21.1K
|
14.2K
$1.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-236- 5.12% |
$20.3K - $23.3K
|
4.38K
$407K
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
2.29KNew |
$197K - $226K
|
2.29K
$213K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
3.1KNew |
$267K - $306K
|
3.1K
$288K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-689- 18.55% |
$59.4K - $68K
|
3.03K
$281K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.5% |
$172 - $197
|
135
$12.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-410- 32.31% |
$35.3K - $40.4K
|
859
$79.8K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-415- 15.5% |
$35.8K - $40.9K
|
2.26K
$210K
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-19- 0.79% |
$1.64K - $1.87K
|
2.4K
$223K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-415- 15.5% |
$35.8K - $40.9K
|
2.26K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250+ 75.76% |
$21.5K - $24.7K
|
580
$53.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-525- 9.81% |
$45.2K - $51.8K
|
4.82K
$448K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.12K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-804- 1.19% |
$69.3K - $79.3K
|
67K
$6.23M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
700New |
$60.3K - $69K
|
700
$65.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
300New |
$25.9K - $29.6K
|
300
$27.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-16.5K- 50.22% |
$1.42M - $1.63M
|
16.4K
$1.52M
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-12- 0.28% |
$1.03K - $1.18K
|
4.29K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
66New |
$5.69K - $6.51K
|
66
$6.13K
|
|
|
Jul 13, 2023
Q2 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
11.7KNew |
$1.01M - $1.16M
|
11.7K
$1.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
311New |
$26.8K - $30.7K
|
311
$28.9K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.07% |
$259 - $296
|
4.36K
$405K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-575- 16.01% |
$49.6K - $56.7K
|
3.02K
$280K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.03% |
$172 - $197
|
196
$18.2K
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$190K - $216K
|
2.2K
$204K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$92.9
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-103- 18.1% |
$8.92K - $10.1K
|
466
$43.3K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
236New |
$20.4K - $23.2K
|
236
$21.9K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.45KNew |
$212K - $240K
|
2.45K
$227K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.39K- 59.25% |
$380K - $431K
|
3.02K
$280K
|
|
|
May 15, 2023
Q1 2023
|
Eventide Asset Management, LLC
Boston, MA |
SELL
|
- |
-86K- 47.74% |
$7.45M - $8.45M
|
94.2K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
70K+ 48.01% |
$6.06M - $6.87M
|
216K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-91.8K- 66.45% |
$7.95M - $9.02M
|
46.4K
$4.31M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4+ 0.15% |
$346 - $393
|
2.7K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 10.94% |
$25.6K - $29.1K
|
2.41K
$224K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$260 - $295
|
1
$92.9
|
|