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 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$163K - $184K
|
2.11K
$231K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88KNew |
$222K - $250K
|
2.88K
$315K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.53KNew |
$426K - $481K
|
5.53K
$604K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.7K+ 607.83% |
$1.29M - $1.45M
|
19.4K
$2.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
583+ 7.64% |
$44.9K - $50.7K
|
8.21K
$897K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
457+ 377.69% |
$35.2K - $39.8K
|
578
$63.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 3.69% |
$4.47K - $5.05K
|
1.51K
$165K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$12.9K - $14.5K
|
167
$18.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$9.83K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
23.6KNew |
$1.82M - $2.06M
|
23.6K
$2.58M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.6K- 6.33% |
$431K - $487K
|
82.8K
$9.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
303New |
$23.3K - $26.4K
|
303
$33.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-626- 7.93% |
$48.2K - $54.5K
|
7.27K
$794K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$693 - $783
|
9
$983
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$199K - $225K
|
2.58K
$282K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$2.31K - $2.61K
|
30
$3.28K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-247- 4.2% |
$19K - $21.5K
|
5.64K
$616K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 21.76% |
$7.63K - $8.61K
|
356
$38.9K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 1.26% |
$2.93K - $3.31K
|
2.97K
$325K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.94% |
$1.46K - $1.65K
|
2.04K
$222K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.19K+ 2.95% |
$91.9K - $104K
|
41.7K
$4.56M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-32- 1.21% |
$2.46K - $2.78K
|
2.61K
$285K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-325- 0.38% |
$25K - $28.3K
|
85.7K
$9.36M
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
65.6KNew |
$5.24M - $6.07M
|
65.6K
$7.17M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.12KNew |
$89.4K - $104K
|
1.12K
$122K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27New |
$2.16K - $2.5K
|
27
$2.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$234K - $271K
|
2.93K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-89- 14.81% |
$7.11K - $8.24K
|
512
$55.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.01K- 51.38% |
$640K - $741K
|
7.58K
$828K
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
25KNew |
$2M - $2.31M
|
25K
$2.73M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-14.5K- 31.95% |
$1.16M - $1.34M
|
30.9K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
411+ 10.01% |
$32.8K - $38K
|
4.52K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 1.1% |
$16K - $18.5K
|
18K
$1.97M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 6.15% |
$16K - $18.5K
|
3.45K
$377K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
26.9KNew |
$2.15M - $2.49M
|
26.9K
$2.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-277- 2.18% |
$22.1K - $25.6K
|
12.4K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 9.58% |
$1.28K - $1.48K
|
183
$20K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.3KNew |
$423K - $490K
|
5.3K
$579K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10+ 0.37% |
$799 - $925
|
2.7K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-88- 2.02% |
$7.03K - $8.14K
|
4.26K
$465K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.25K- 27.47% |
$99.9K - $116K
|
3.3K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
62New |
$4.95K - $5.74K
|
62
$6.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-10.4K- 1.74% |
$828K - $960K
|
585K
$64M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 0.98% |
$113K - $131K
|
143K
$15.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$2.56K - $2.96K
|
32
$3.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 8.68% |
$2.32K - $2.68K
|
363
$39.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.03KNew |
$402K - $465K
|
5.03K
$549K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.06KNew |
$324K - $376K
|
4.06K
$443K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.8KNew |
$941K - $1.09M
|
11.8K
$1.29M
|
|