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 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2.04KClosed |
$184K - $220K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-7- 0.31% |
$633 - $758
|
2.28K
$212K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01KNew |
$182K - $218K
|
2.01K
$187K
|
|
|
Jul 28, 2022
Q2 2022
|
Prentice Wealth Management LLC
|
SELL
|
- |
-47- 19.92% |
$4.25K - $5.09K
|
189
$17.6K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-488- 36.23% |
$44.1K - $52.8K
|
859
$79.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8New |
$723 - $866
|
8
$744
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-1.03KClosed |
$93.3K - $112K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-2- 0.09% |
$181 - $217
|
2.2K
$205K
|
|
|
Jul 26, 2022
Q2 2022
|
Cypress Capital Group
|
SELL
|
- |
-2.74KClosed |
$247K - $296K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11New |
$994 - $1.19K
|
11
$1.02K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$1.99K - $2.38K
|
22
$2.04K
|
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
51.3KNew |
$4.64M - $5.56M
|
51.3K
$4.77M
|
|
|
Jul 22, 2022
Q2 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-63.2KClosed |
$5.71M - $6.84M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
12+ 0.54% |
$1.08K - $1.3K
|
2.23K
$207K
|
|
|
Jul 22, 2022
Q2 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-73- 2.63% |
$6.6K - $7.9K
|
2.7K
$251K
|
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-2.06KClosed |
$186K - $223K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
115New |
$10.4K - $12.5K
|
115
$10.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
145+ 0.71% |
$13.1K - $15.7K
|
20.6K
$1.91M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
86New |
$7.77K - $9.31K
|
86
$7.99K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-168- 34.15% |
$15.2K - $18.2K
|
324
$30.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-5.03KClosed |
$455K - $545K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
269New |
$24.3K - $29.1K
|
269
$25K
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-403- 16.51% |
$36.4K - $43.6K
|
2.04K
$189K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22Closed |
$1.99K - $2.38K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2KNew |
$181K - $217K
|
2K
$186K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 19.35% |
$2.71K - $3.25K
|
125
$11.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
213+ 53.25% |
$19.2K - $23.1K
|
613
$57K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-65- 1.22% |
$5.87K - $7.04K
|
5.28K
$491K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-134Closed |
$12.1K - $14.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-34- 23.61% |
$3K - $3.41K
|
110
$10.2K
|
|
|
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-3K- 40.02% |
$265K - $301K
|
4.5K
$418K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-450Closed |
$39.8K - $45.1K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.08KNew |
$184K - $209K
|
2.08K
$193K
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.12K+ 13.42% |
$275K - $312K
|
26.3K
$2.45M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-42Closed |
$3.71K - $4.21K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.67KNew |
$236K - $268K
|
2.67K
$248K
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12Closed |
$1.06K - $1.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-369Closed |
$32.6K - $37K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-1.7K- 39.53% |
$150K - $170K
|
2.6K
$242K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
262New |
$23.1K - $26.3K
|
262
$24.4K
|
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-3.84KClosed |
$339K - $385K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-27Closed |
$2.39K - $2.71K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-109Closed |
$9.63K - $10.9K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-60.8KClosed |
$5.38M - $6.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-100Closed |
$8.83K - $10K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-250- 4.67% |
$22.1K - $25.1K
|
5.1K
$474K
|
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.07KClosed |
$271K - $308K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10KClosed |
$887K - $1.01M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21Closed |
$1.86K - $2.11K
|
0
$0
|
|