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 |
---|---|---|---|---|---|---|---|
May 06, 2021
Q1 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-400Closed |
$32.3K - $37.9K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-2.39KClosed |
$193K - $227K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-303- 3.99% |
$24.4K - $28.7K
|
7.3K
$678K
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-485Closed |
$39.1K - $46K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-152Closed |
$12.3K - $14.4K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
BUY
|
- |
3.5KNew |
$282K - $332K
|
3.5K
$325K
|
|
May 03, 2021
Q1 2021
|
Pendal Group LTD
|
SELL
|
- |
-24.4KClosed |
$1.97M - $2.31M
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-6Closed |
$484 - $569
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-3.66KClosed |
$295K - $347K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-355Closed |
$28.6K - $33.7K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-3.07KClosed |
$247K - $291K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.01KClosed |
$323K - $380K
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-250- 20.29% |
$20.2K - $23.7K
|
982
$91.3K
|
|
Apr 23, 2021
Q1 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-25.2KClosed |
$2.03M - $2.38M
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Patten & Patten Inc
|
SELL
|
- |
-2.2KClosed |
$177K - $209K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
S&Co Inc
Boston, MA |
SELL
|
- |
-535- 1.19% |
$43.1K - $50.7K
|
44.2K
$4.11M
|
|
Apr 15, 2021
Q1 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-994Closed |
$80.2K - $94.2K
|
0
$0
|
|
Q4 2020 | |||||||
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-74Closed |
$6.56K - $7.76K
|
0
$0
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
480New |
$42.6K - $50.3K
|
480
$44.6K
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-152Closed |
$13.5K - $15.9K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
First National Bank Of South Miami
|
SELL
|
- |
-88Closed |
$7.8K - $9.23K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-70Closed |
$6.21K - $7.34K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
375New |
$33.3K - $39.3K
|
375
$34.9K
|
|
Feb 16, 2021
Q4 2020
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
SELL
|
- |
-2.7KClosed |
$240K - $283K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Strategic Global Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.52KClosed |
$224K - $265K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Fjarde Ap Fonden
|
SELL
|
- |
-83.1KClosed |
$7.37M - $8.71M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$177 - $210
|
8.41K
$782K
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
602New |
$53.4K - $63.1K
|
602
$55.9K
|
|
Feb 11, 2021
Q4 2020
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-10.6K- 89.45% |
$940K - $1.11M
|
1.25K
$116K
|
|
Feb 11, 2021
Q4 2020
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
5.08KNew |
$450K - $533K
|
5.08K
$472K
|
|
Feb 11, 2021
Q4 2020
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.34KClosed |
$296K - $350K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Amica Mutual Insurance CO
|
SELL
|
- |
-10.5KClosed |
$929K - $1.1M
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Amica Retiree Medical Trust
|
SELL
|
- |
-1.48KClosed |
$131K - $155K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-35KClosed |
$3.1M - $3.67M
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-110- 52.38% |
$9.75K - $11.5K
|
100
$9.29K
|
|
Feb 09, 2021
Q4 2020
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-63Closed |
$5.59K - $6.61K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-38Closed |
$3.37K - $3.98K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-10.6KClosed |
$937K - $1.11M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$186K - $220K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-590Closed |
$52.3K - $61.9K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
279New |
$24.7K - $29.3K
|
279
$25.9K
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-195Closed |
$17.3K - $20.4K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-8.24KClosed |
$731K - $864K
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
165New |
$14.6K - $17.3K
|
165
$15.3K
|
|
Feb 02, 2021
Q4 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-1.8KClosed |
$160K - $189K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-57Closed |
$5.05K - $5.98K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Dorsey Wright & Associates
|
SELL
|
- |
-18.5KClosed |
$1.64M - $1.94M
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$8.87K - $10.5K
|
100
$9.29K
|
|
Jan 22, 2021
Q4 2020
|
Candriam S.C.A.
|
SELL
|
- |
-2.19KClosed |
$194K - $230K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-134Closed |
$11.9K - $14K
|
0
$0
|