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 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-169- 5.53% |
$14.6K - $16.6K
|
2.89K
$268K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8- 4.68% |
$693 - $786
|
163
$15.1K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-103K- 77.23% |
$8.88M - $10.1M
|
30.3K
$2.81M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-39- 1.65% |
$3.38K - $3.83K
|
2.33K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-107- 4.26% |
$9.26K - $10.5K
|
2.4K
$223K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.33KNew |
$721K - $818K
|
8.33K
$775K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23New |
$1.99K - $2.26K
|
23
$2.14K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
257New |
$22.2K - $25.2K
|
257
$23.9K
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-493Closed |
$42.7K - $48.4K
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$779 - $884
|
9
$836
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-34- 1.57% |
$2.94K - $3.34K
|
2.13K
$198K
|
|
|
May 08, 2023
Q1 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-2.12KClosed |
$184K - $208K
|
0
$0
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
43+ 430.0% |
$3.72K - $4.22K
|
53
$4.93K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-901- 28.13% |
$78K - $88.5K
|
2.3K
$214K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-154- 5.41% |
$13.3K - $15.1K
|
2.69K
$250K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.08K- 50.21% |
$439K - $498K
|
5.03K
$468K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 5.56% |
$346 - $393
|
76
$7.06K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.22KNew |
$192K - $218K
|
2.22K
$206K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
116New |
$10K - $11.4K
|
116
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.91% |
$173 - $196
|
217
$20.2K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-127- 4.78% |
$11K - $12.5K
|
2.53K
$235K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 7.69% |
$260 - $295
|
42
$3.9K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.05K- 45.32% |
$264K - $300K
|
3.68K
$342K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.95K- 13.07% |
$169K - $191K
|
13K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-325- 4.66% |
$28.1K - $31.9K
|
6.65K
$618K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$8.66K - $9.82K
|
100
$9.29K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$779 - $884
|
9
$836
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-613- 19.62% |
$53.1K - $60.2K
|
2.51K
$233K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 2.47% |
$606 - $687
|
276
$25.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$92.9
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 94.34% |
$8.66K - $9.82K
|
6
$558
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$227K - $258K
|
2.62K
$244K
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
94.2KNew |
$8.16M - $9.25M
|
94.2K
$8.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
228New |
$19.7K - $22.4K
|
228
$21.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$433 - $491
|
5
$465
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
180+ 1.57% |
$15.6K - $17.7K
|
11.6K
$1.08M
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.63KNew |
$306K - $359K
|
3.63K
$337K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.11K - $2.48K
|
25
$2.32K
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
92.1KNew |
$7.76M - $9.13M
|
92.1K
$8.56M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-7- 0.08% |
$590 - $694
|
8.67K
$806K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$8.43K - $9.91K
|
100
$9.29K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$253 - $297
|
3
$279
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-45- 1.97% |
$3.79K - $4.46K
|
2.24K
$208K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.17K- 11.88% |
$99K - $116K
|
8.71K
$809K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
25.3KNew |
$2.14M - $2.51M
|
25.3K
$2.36M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-269- 11.04% |
$22.7K - $26.7K
|
2.17K
$201K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 10.98% |
$7.17K - $8.43K
|
859
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.15% |
$84.3 - $99.1
|
687
$63.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 25.0% |
$169 - $198
|
10
$929
|
|