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 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.52K- 50.98% |
$297K - $349K
|
3.39K
$370K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-37- 31.9% |
$3.12K - $3.67K
|
79
$8.63K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
161New |
$13.6K - $16K
|
161
$17.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
600New |
$50.6K - $59.5K
|
600
$65.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-265- 6.93% |
$22.3K - $26.3K
|
3.56K
$389K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.94KNew |
$332K - $391K
|
3.94K
$431K
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.94KNew |
$248K - $291K
|
2.94K
$321K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.3KNew |
$194K - $228K
|
2.3K
$252K
|
|
|
Feb 07, 2023
Q4 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-2.68K- 47.66% |
$226K - $266K
|
2.95K
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
612New |
$51.6K - $60.7K
|
612
$66.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
164+ 100.0% |
$13.8K - $16.3K
|
328
$35.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
645New |
$54.4K - $63.9K
|
645
$70.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
38New |
$3.2K - $3.77K
|
38
$4.15K
|
|
|
Feb 03, 2023
Q4 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-403- 6.42% |
$34K - $40K
|
5.87K
$642K
|
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
3.33KNew |
$281K - $330K
|
3.33K
$364K
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
240+ 10.01% |
$20.2K - $23.8K
|
2.64K
$288K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40+ 0.19% |
$3.37K - $3.97K
|
21.5K
$2.35M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
336+ 172.31% |
$28.3K - $33.3K
|
531
$58K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-48- 1.84% |
$4.05K - $4.76K
|
2.57K
$280K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-143- 4.61% |
$12.1K - $14.2K
|
2.96K
$323K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-2.77K- 85.67% |
$233K - $274K
|
463
$50.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.19KNew |
$185K - $217K
|
2.19K
$239K
|
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.06KNew |
$89.3K - $105K
|
1.06K
$116K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-30- 50.0% |
$2.53K - $2.97K
|
30
$3.28K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.71K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$19.2K - $22.6K
|
228
$24.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21New |
$1.77K - $2.08K
|
21
$2.29K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.71K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5+ 0.01% |
$422 - $496
|
54.4K
$5.94M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.27K+ 189.68% |
$276K - $324K
|
5K
$546K
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
5.4K+ 245.45% |
$455K - $535K
|
7.6K
$830K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-90- 3.67% |
$7.59K - $8.92K
|
2.36K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.28K- 25.59% |
$108K - $127K
|
3.71K
$406K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11New |
$927 - $1.09K
|
11
$1.2K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
35New |
$2.95K - $3.47K
|
35
$3.82K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
278New |
$23.4K - $27.6K
|
278
$30.4K
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
730New |
$61.5K - $72.4K
|
730
$79.8K
|
|
| Q3 2022 | |||||||
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.6KNew |
$322K - $388K
|
3.6K
$393K
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-69Closed |
$6.17K - $7.43K
|
0
$0
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-14K- 78.94% |
$1.25M - $1.51M
|
3.73K
$408K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
928+ 0.38% |
$83K - $99.9K
|
248K
$27.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.48KNew |
$401K - $482K
|
4.48K
$489K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-1.34K- 35.73% |
$120K - $144K
|
2.41K
$263K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
124New |
$11.1K - $13.3K
|
124
$13.5K
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.52KNew |
$225K - $271K
|
2.52K
$275K
|
|
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
350KNew |
$31.3M - $37.7M
|
350K
$38.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$543K - $654K
|
6.07K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.41KNew |
$216K - $260K
|
2.41K
$264K
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7New |
$626 - $754
|
7
$765
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
534+ 2.21% |
$47.8K - $57.5K
|
24.7K
$2.7M
|
|