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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.03% |
$172 - $197
|
196
$20.4K
|
|
| Q1 2023 | |||||||
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$190K - $216K
|
2.2K
$229K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$104
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-103- 18.1% |
$8.92K - $10.1K
|
466
$48.6K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
236New |
$20.4K - $23.2K
|
236
$24.6K
|
|
|
May 15, 2023
Q1 2023
|
Acrisure Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.39K- 59.25% |
$380K - $431K
|
3.02K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-91.8K- 66.45% |
$7.95M - $9.02M
|
46.4K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4+ 0.15% |
$346 - $393
|
2.7K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$260 - $295
|
1
$104
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-169- 5.53% |
$14.6K - $16.6K
|
2.89K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8- 4.68% |
$693 - $786
|
163
$17K
|
|
|
May 12, 2023
Q1 2023
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-103K- 77.23% |
$8.88M - $10.1M
|
30.3K
$3.15M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-39- 1.65% |
$3.38K - $3.83K
|
2.33K
$243K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-107- 4.26% |
$9.26K - $10.5K
|
2.4K
$250K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
8.33KNew |
$721K - $818K
|
8.33K
$869K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23New |
$1.99K - $2.26K
|
23
$2.4K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
257New |
$22.2K - $25.2K
|
257
$26.8K
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$779 - $884
|
9
$938
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-34- 1.57% |
$2.94K - $3.34K
|
2.13K
$222K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
43+ 430.0% |
$3.72K - $4.22K
|
53
$5.52K
|
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-5.08K- 50.21% |
$439K - $498K
|
5.03K
$525K
|
|
|
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
$7.92K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.22KNew |
$192K - $218K
|
2.22K
$231K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
116New |
$10K - $11.4K
|
116
$12.1K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.91% |
$173 - $196
|
217
$22.6K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 7.69% |
$260 - $295
|
42
$4.38K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-3.05K- 45.32% |
$264K - $300K
|
3.68K
$384K
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-1.95K- 13.07% |
$169K - $191K
|
13K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-325- 4.66% |
$28.1K - $31.9K
|
6.65K
$693K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$8.66K - $9.82K
|
100
$10.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$779 - $884
|
9
$938
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-613- 19.62% |
$53.1K - $60.2K
|
2.51K
$262K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$104
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 94.34% |
$8.66K - $9.82K
|
6
$625
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.62KNew |
$227K - $258K
|
2.62K
$273K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$433 - $491
|
5
$521
|
|
| Q4 2022 | |||||||
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.63KNew |
$306K - $359K
|
3.63K
$378K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.11K - $2.48K
|
25
$2.61K
|
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
92.1KNew |
$7.76M - $9.13M
|
92.1K
$9.6M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
SELL
|
- |
-7- 0.08% |
$590 - $694
|
8.67K
$904K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$8.43K - $9.91K
|
100
$10.4K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$253 - $297
|
3
$313
|
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-45- 1.97% |
$3.79K - $4.46K
|
2.24K
$233K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.17K- 11.88% |
$99K - $116K
|
8.71K
$907K
|
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
25.3KNew |
$2.14M - $2.51M
|
25.3K
$2.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-269- 11.04% |
$22.7K - $26.7K
|
2.17K
$226K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 10.98% |
$7.17K - $8.43K
|
859
$89.5K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.15% |
$84.3 - $99.1
|
687
$71.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 25.0% |
$169 - $198
|
10
$1.04K
|
|