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 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.2K- 5.16% |
$256K - $296K
|
58.8K
$6.42M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
467New |
$37.3K - $43.2K
|
467
$51K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-35- 3.21% |
$2.8K - $3.24K
|
1.06K
$115K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.57K- 20.75% |
$125K - $145K
|
5.99K
$655K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
145New |
$11.6K - $13.4K
|
145
$15.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-350- 10.5% |
$28K - $32.4K
|
2.98K
$326K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
102+ 68.0% |
$8.15K - $9.44K
|
252
$27.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
444+ 4.57% |
$35.5K - $41.1K
|
10.2K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
36New |
$2.88K - $3.33K
|
36
$3.93K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.52% |
$79.9 - $92.5
|
67
$7.32K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 10.24% |
$3.04K - $3.52K
|
333
$36.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-165- 80.88% |
$13.2K - $15.3K
|
39
$4.26K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
9.4KNew |
$751K - $870K
|
9.4K
$1.03M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$3.43K - $3.98K
|
43
$4.7K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.39K- 28.14% |
$111K - $129K
|
3.56K
$389K
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-45- 1.51% |
$3.59K - $4.16K
|
2.94K
$321K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 1.14% |
$27.3K - $31.6K
|
30.3K
$3.31M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
209+ 6.6% |
$16.7K - $19.3K
|
3.38K
$369K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
178New |
$14.2K - $16.5K
|
178
$19.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-150- 60.0% |
$12K - $13.9K
|
100
$10.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
112New |
$8.95K - $10.4K
|
112
$12.2K
|
|
| Q2 2023 | |||||||
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
120New |
$10.3K - $11.8K
|
120
$13.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
371New |
$32K - $36.6K
|
371
$40.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.63KNew |
$140K - $161K
|
1.63K
$178K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
268New |
$23.1K - $26.4K
|
268
$29.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
2.6KNew |
$224K - $257K
|
2.6K
$284K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.72K - $1.97K
|
20
$2.19K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
6.78KNew |
$585K - $669K
|
6.78K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-153- 50.5% |
$13.2K - $15.1K
|
150
$16.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
297New |
$25.6K - $29.3K
|
297
$32.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.1KNew |
$94.8K - $109K
|
1.1K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
7.44KNew |
$641K - $734K
|
7.44K
$813K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
15+ 5.4% |
$1.29K - $1.48K
|
293
$32K
|
|
|
Aug 14, 2023
Q2 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
1.09K+ 3.37% |
$93.8K - $107K
|
33.4K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
61.8KNew |
$5.33M - $6.1M
|
61.8K
$6.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4New |
$345 - $395
|
4
$437
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
102+ 3.82% |
$8.79K - $10.1K
|
2.77K
$303K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-88- 2.57% |
$7.58K - $8.68K
|
3.33K
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
11.3KNew |
$974K - $1.11M
|
11.3K
$1.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Jupiter Asset Management LTD
|
BUY
|
- |
537KNew |
$46.3M - $53M
|
537K
$58.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-121K- 3.23% |
$10.4M - $12M
|
3.64M
$397M
|
|
|
Aug 10, 2023
Q2 2023
|
May Tech Global Investments, LLC
New York, NY |
BUY
|
- |
17.4KNew |
$1.5M - $1.72M
|
17.4K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Trust Investment Advisors
|
BUY
|
- |
2.4KNew |
$207K - $237K
|
2.4K
$263K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-182- 1.9% |
$15.7K - $18K
|
9.41K
$1.03M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-301- 3.71% |
$25.9K - $29.7K
|
7.81K
$853K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
941New |
$81.1K - $92.8K
|
941
$103K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.73% |
$259 - $296
|
412
$45K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-256- 1.01% |
$22.1K - $25.3K
|
25.1K
$2.74M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 78.82% |
$5.77K - $6.61K
|
18
$1.97K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4- 66.67% |
$345 - $395
|
2
$219
|
|