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 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112+ 63.64% |
$9.96K - $11.1K
|
288
$31.5K
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 0.8% |
$534 - $596
|
760
$83K
|
|
| Q1 2021 | |||||||
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.94KClosed |
$237K - $279K
|
0
$0
|
|
|
Aug 11, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-120K- 97.56% |
$9.68M - $11.4M
|
3K
$328K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-589Closed |
$47.5K - $55.8K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-308Closed |
$24.8K - $29.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
SELL
|
- |
-21KClosed |
$1.7M - $1.99M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.24KClosed |
$181K - $213K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
302+ 12.32% |
$24.4K - $28.6K
|
2.75K
$301K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-780Closed |
$62.9K - $73.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-28- 49.12% |
$2.26K - $2.65K
|
29
$3.17K
|
|
|
May 14, 2021
Q1 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-256Closed |
$20.6K - $24.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
SELL
|
- |
-43.5KClosed |
$3.51M - $4.12M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-432Closed |
$34.8K - $40.9K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
82New |
$6.61K - $7.77K
|
82
$8.96K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
554New |
$44.7K - $52.5K
|
554
$60.5K
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-41Closed |
$3.31K - $3.89K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-2.53KClosed |
$204K - $239K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-564Closed |
$45.5K - $53.5K
|
0
$0
|
|
|
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
$798K
|
|
|
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
$382K
|
|
|
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
$107K
|
|
|
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 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
$52.4K
|
|
|
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
$41K
|
|
|
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
$919K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
602New |
$53.4K - $63.1K
|
602
$65.8K
|
|
|
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
$10.9K
|
|