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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
993+ 18.14% |
$75.9K - $86K
|
6.47K
$674K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 0.87% |
$229 - $260
|
343
$35.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-3.81K- 50.0% |
$291K - $330K
|
3.81K
$397K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$382 - $433
|
5
$521
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 90.0% |
$688 - $779
|
19
$1.98K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
388New |
$29.7K - $33.6K
|
388
$40.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
82New |
$6.27K - $7.1K
|
82
$8.55K
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
BUY
|
- |
6.49K+ 79.26% |
$496K - $562K
|
14.7K
$1.53M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-169- 6.37% |
$12.9K - $14.6K
|
2.48K
$259K
|
|
|
Apr 23, 2024
Q1 2024
|
Aquila Investment Management LLC
|
BUY
|
- |
28KNew |
$2.14M - $2.43M
|
28K
$2.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
11.2KNew |
$859K - $973K
|
11.2K
$1.17M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$2.83K - $3.2K
|
37
$3.86K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
979New |
$74.9K - $84.8K
|
979
$102K
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.75KNew |
$210K - $238K
|
2.75K
$286K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.29% |
$1.22K - $1.39K
|
5.43K
$565K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-136- 18.48% |
$10.4K - $11.8K
|
600
$62.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Viking Fund Management LLC
|
SELL
|
- |
-50K- 74.63% |
$3.82M - $4.33M
|
17K
$1.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$76.5 - $86.6
|
6
$625
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 22.22% |
$1.53K - $1.73K
|
70
$7.3K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
33New |
$2.52K - $2.86K
|
33
$3.44K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
7.69KNew |
$588K - $666K
|
7.69K
$801K
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-26- 13.54% |
$1.99K - $2.25K
|
166
$17.3K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
657K+ 26.85% |
$50.6M - $57.2M
|
3.1M
$323M
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38New |
$2.93K - $3.31K
|
38
$3.96K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$1.39K - $1.57K
|
18
$1.88K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 1000.0% |
$7.7K - $8.7K
|
110
$11.5K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58New |
$4.47K - $5.05K
|
58
$6.04K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.4K - $17.4K
|
200
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$2.08K - $2.35K
|
27
$2.81K
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
77.4KNew |
$5.96M - $6.74M
|
77.4K
$8.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
342+ 0.4% |
$26.3K - $29.8K
|
85.2K
$8.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
101KNew |
$7.81M - $8.82M
|
101K
$10.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
12.1KNew |
$931K - $1.05M
|
12.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
900New |
$69.3K - $78.3K
|
900
$93.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
8KNew |
$616K - $696K
|
8K
$834K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$4.16K - $4.7K
|
54
$5.63K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-557- 10.83% |
$42.9K - $48.5K
|
4.59K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
736+ 15.69% |
$56.7K - $64K
|
5.43K
$566K
|
|
|
Feb 14, 2024
Q4 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-9.26K- 2.54% |
$713K - $806K
|
355K
$37M
|
|
|
Feb 14, 2024
Q4 2023
|
Fifth Lane Capital, LP
Austin, TX |
BUY
|
- |
7.73KNew |
$595K - $672K
|
7.73K
$806K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
CALL |
200New |
$15.4K - $17.4K
|
200
$20.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
8.1KNew |
$624K - $705K
|
8.1K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40New |
$3.08K - $3.48K
|
40
$4.17K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120New |
$9.24K - $10.4K
|
120
$12.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
642New |
$49.5K - $55.9K
|
642
$66.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
137New |
$10.6K - $11.9K
|
137
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.99K+ 18.17% |
$462K - $521K
|
39K
$4.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-115K- 97.79% |
$8.88M - $10M
|
2.61K
$272K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-520- 17.28% |
$40.1K - $45.2K
|
2.49K
$260K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.74KNew |
$365K - $413K
|
4.74K
$494K
|
|