Latest Institutional Purchases of Wec Energy Group, Inc. (WEC)
This list provides information on the latest institutional transactions involving Wec Energy Group, Inc. (WEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26+ 1.12% |
$2.66K - $2.85K
|
2.34K
$257K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
25+ 0.85% |
$2.56K - $2.74K
|
2.96K
$325K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
25+ 0.82% |
$2.56K - $2.74K
|
3.08K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
24New |
$2.45K - $2.63K
|
24
$2.64K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24+ 0.83% |
$2.45K - $2.63K
|
2.92K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.81% |
$2.45K - $2.63K
|
2.99K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
24+ 12.0% |
$2.45K - $2.63K
|
224
$24.6K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
24+ 0.43% |
$2.45K - $2.63K
|
5.59K
$615K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
23+ 2.54% |
$2.35K - $2.52K
|
930
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.07% |
$2.35K - $2.52K
|
2.18K
$239K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21New |
$2.15K - $2.3K
|
21
$2.31K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19+ 0.35% |
$1.94K - $2.09K
|
5.5K
$604K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.58% |
$1.84K - $1.98K
|
3.14K
$345K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$1.84K - $1.98K
|
18
$1.98K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$1.84K - $1.98K
|
5.3K
$583K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 0.86% |
$1.74K - $1.87K
|
2K
$220K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
17+ 0.38% |
$1.74K - $1.87K
|
4.51K
$495K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17New |
$1.74K - $1.87K
|
17
$1.87K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
16+ 8.89% |
$1.64K - $1.76K
|
196
$21.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 123.08% |
$1.64K - $1.76K
|
29
$3.19K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.78% |
$1.64K - $1.76K
|
351
$38.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
15+ 0.4% |
$1.53K - $1.65K
|
3.79K
$416K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.36% |
$1.53K - $1.65K
|
4.17K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 0.37% |
$1.43K - $1.54K
|
3.82K
$419K
|
|
|
Aug 15, 2025
Q2 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
13+ 3.01% |
$1.33K - $1.43K
|
445
$48.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13+ 0.42% |
$1.33K - $1.43K
|
3.14K
$345K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 8.82% |
$1.23K - $1.32K
|
148
$16.3K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
12New |
$1.23K - $1.32K
|
12
$1.32K
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11+ 0.48% |
$1.12K - $1.21K
|
2.3K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
11+ 0.55% |
$1.12K - $1.21K
|
2K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
9+ 0.44% |
$920 - $988
|
2.08K
$228K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$920 - $988
|
9
$989
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.24% |
$920 - $988
|
3.74K
$411K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 225.0% |
$920 - $988
|
13
$1.43K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 81.82% |
$920 - $988
|
20
$2.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 1.65% |
$920 - $988
|
553
$60.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.31% |
$920 - $988
|
694
$76.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9+ 0.08% |
$920 - $988
|
10.9K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
8+ 7.48% |
$818 - $878
|
115
$12.6K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 87.5% |
$716 - $768
|
15
$1.65K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.3% |
$716 - $768
|
2.31K
$253K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.82% |
$716 - $768
|
857
$94.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
6+ 0.1% |
$613 - $659
|
5.78K
$635K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
6+ 0.35% |
$613 - $659
|
1.73K
$190K
|
|
|
Jul 16, 2025
Q2 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
6+ 0.22% |
$613 - $659
|
2.75K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
5+ 125.0% |
$511 - $549
|
9
$989
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.06% |
$511 - $549
|
8.64K
$949K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 1.67% |
$409 - $439
|
244
$26.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.08% |
$409 - $439
|
4.92K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
4+ 0.07% |
$409 - $439
|
5.79K
$636K
|