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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-3.55K- 18.89% |
$317K - $382K
|
15.2K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-2.95KClosed |
$264K - $317K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
221+ 3.64% |
$19.8K - $23.8K
|
6.29K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-336- 2.38% |
$30K - $36.2K
|
13.8K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.61K+ 14.88% |
$144K - $173K
|
12.4K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-126K- 98.67% |
$11.3M - $13.6M
|
1.7K
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
62+ 3.67% |
$5.54K - $6.67K
|
1.75K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.5KNew |
$224K - $269K
|
2.5K
$232K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
266+ 3.7% |
$23.8K - $28.6K
|
7.45K
$693K
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.87K+ 72.97% |
$614K - $739K
|
16.3K
$1.51M
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-250- 59.95% |
$22.4K - $26.9K
|
167
$15.5K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
14.3KNew |
$1.28M - $1.54M
|
14.3K
$1.33M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 14.55% |
$715 - $861
|
63
$5.86K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8.64K- 31.71% |
$773K - $930K
|
18.6K
$1.73M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-136- 4.69% |
$12.2K - $14.6K
|
2.76K
$257K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13- 46.43% |
$1.16K - $1.4K
|
15
$1.39K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
334New |
$29.9K - $36K
|
334
$31K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-912- 80.35% |
$81.6K - $98.2K
|
223
$20.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-14- 6.48% |
$1.25K - $1.51K
|
202
$18.8K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.56KNew |
$407K - $490K
|
4.56K
$423K
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-608- 17.27% |
$54.4K - $65.5K
|
2.91K
$271K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
125+ 4.35% |
$11.2K - $13.5K
|
3K
$279K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
67.9KNew |
$6.07M - $7.31M
|
67.9K
$6.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
843+ 13.69% |
$75.4K - $90.7K
|
7K
$651K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1KNew |
$89.4K - $108K
|
1K
$92.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.95KNew |
$353K - $425K
|
3.95K
$367K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
45+ 73.77% |
$4.02K - $4.84K
|
106
$9.85K
|
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-1.85K- 6.45% |
$165K - $199K
|
26.8K
$2.49M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
201+ 98.53% |
$18K - $21.6K
|
405
$37.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10.2KNew |
$911K - $1.1M
|
10.2K
$947K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-861- 26.19% |
$77K - $92.7K
|
2.43K
$225K
|
|
|
Oct 26, 2022
Q3 2022
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
171KNew |
$15.2M - $18.4M
|
171K
$15.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$159K - $192K
|
1.78K
$166K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.77K+ 182.83% |
$337K - $406K
|
5.83K
$542K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$715 - $861
|
8
$744
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-85- 1.01% |
$7.6K - $9.15K
|
8.34K
$775K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
39New |
$3.49K - $4.2K
|
39
$3.62K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
14New |
$1.25K - $1.51K
|
14
$1.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
49+ 1.69% |
$4.38K - $5.27K
|
2.94K
$273K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$89.4 - $108
|
2.31K
$215K
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14.7K- 33.33% |
$1.32M - $1.58M
|
29.4K
$2.74M
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
821+ 5.29% |
$73.4K - $88.4K
|
16.3K
$1.52M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.71KNew |
$242K - $291K
|
2.71K
$252K
|
|
| Q2 2022 | |||||||
|
Nov 26, 2024
Q2 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$361 - $433
|
4
$372
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.28K+ 108.33% |
$206K - $246K
|
4.38K
$407K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.17KNew |
$196K - $235K
|
2.17K
$202K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
541New |
$48.9K - $58.6K
|
541
$50.3K
|
|
|
Aug 17, 2022
Q2 2022
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-36Closed |
$3.25K - $3.9K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-2.37KClosed |
$214K - $257K
|
0
$0
|
|