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 14, 2019
Q4 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-8.55KClosed |
$570K - $641K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6KClosed |
$400K - $450K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$835K - $939K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-107KClosed |
$7.16M - $8.06M
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-442Closed |
$29.5K - $33.1K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Tcw Group Inc
|
SELL
|
- |
-11.2KClosed |
$744K - $837K
|
0
$0
|
|
|
Feb 11, 2019
Q4 2018
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-32.3KClosed |
$2.15M - $2.42M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.9KClosed |
$260K - $292K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-511Closed |
$34.1K - $38.3K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-56Closed |
$3.73K - $4.2K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-355Closed |
$23.7K - $26.6K
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
430New |
$28.7K - $32.2K
|
430
$44.8K
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-57Closed |
$3.8K - $4.27K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-200Closed |
$13.3K - $15K
|
0
$0
|
|
|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
SELL
|
- |
-3.87KClosed |
$258K - $290K
|
0
$0
|
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-502Closed |
$33.5K - $37.6K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-716Closed |
$45.8K - $49.6K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.4KClosed |
$218K - $236K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
95.1KNew |
$6.09M - $6.59M
|
95.1K
$9.91M
|
|
|
Nov 14, 2018
Q3 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.5KClosed |
$224K - $243K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.66KClosed |
$298K - $323K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.43KClosed |
$155K - $168K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-811Closed |
$51.9K - $56.2K
|
0
$0
|
|
|
Nov 09, 2018
Q3 2018
|
Fosun International LTD
|
SELL
|
- |
-15.7KClosed |
$1.01M - $1.09M
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-59Closed |
$3.78K - $4.09K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8Closed |
$512 - $554
|
0
$0
|
|
|
Oct 31, 2018
Q3 2018
|
St. Louis Trust CO
|
SELL
|
- |
-22.8KClosed |
$1.46M - $1.58M
|
0
$0
|
|
|
Oct 17, 2018
Q3 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.6K - $1.73K
|
0
$0
|
|
|
Oct 16, 2018
Q3 2018
|
Norway Savings Bank
|
SELL
|
- |
-149Closed |
$9.54K - $10.3K
|
0
$0
|
|
|
Oct 15, 2018
Q3 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-88Closed |
$5.63K - $6.1K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3.1KClosed |
$198K - $215K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Apr 05, 2024
Q2 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.94KClosed |
$407K - $449K
|
0
$0
|
|
|
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$11.7K - $12.9K
|
200
$20.8K
|
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-150Closed |
$8.79K - $9.7K
|
0
$0
|
|
|
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-62Closed |
$3.63K - $4.01K
|
0
$0
|
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$80.6K - $88.9K
|
0
$0
|
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-121Closed |
$7.09K - $7.83K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-4.42KClosed |
$259K - $286K
|
0
$0
|
|
|
Aug 10, 2018
Q2 2018
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-108Closed |
$6.33K - $6.98K
|
0
$0
|
|
|
Aug 09, 2018
Q2 2018
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-8.4KClosed |
$492K - $543K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-4.37KClosed |
$256K - $283K
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-724Closed |
$42.4K - $46.8K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13New |
$762 - $841
|
13
$1.35K
|
|
| Q1 2018 | |||||||
|
Nov 18, 2022
Q1 2018
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-6KClosed |
$357K - $395K
|
0
$0
|
|
|
May 23, 2018
Q1 2018
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-27Closed |
$1.61K - $1.78K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-3.26KClosed |
$194K - $215K
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-48.4KClosed |
$2.88M - $3.18M
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-5.27KClosed |
$314K - $347K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-64Closed |
$3.81K - $4.21K
|
0
$0
|
|
|
May 08, 2018
Q1 2018
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-224Closed |
$13.3K - $14.7K
|
0
$0
|
|