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 |
---|---|---|---|---|---|---|---|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.13KNew |
$104K - $123K
|
1.13K
$124K
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.05K+ 5.54% |
$96.9K - $115K
|
20K
$2.2M
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 3.48% |
$96.1K - $114K
|
31K
$3.41M
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
985+ 9.46% |
$90.7K - $107K
|
11.4K
$1.25M
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
953New |
$87.8K - $104K
|
953
$105K
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
904+ 1004.44% |
$83.3K - $98.5K
|
994
$109K
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
794+ 11.36% |
$73.1K - $86.5K
|
7.79K
$855K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
663+ 10.08% |
$61.1K - $72.3K
|
7.24K
$796K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
630+ 1.24% |
$58K - $68.7K
|
51.3K
$5.63M
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
595+ 25.61% |
$54.8K - $64.8K
|
2.92K
$321K
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
521+ 4.69% |
$48K - $56.8K
|
11.6K
$1.28M
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
505New |
$46.5K - $55K
|
505
$55.5K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
457+ 20.45% |
$42.1K - $49.8K
|
2.69K
$296K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 17.5% |
$37.9K - $44.8K
|
2.76K
$303K
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
400+ 18.43% |
$36.8K - $43.6K
|
2.57K
$282K
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
372New |
$34.3K - $40.5K
|
372
$40.9K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
363+ 2420.0% |
$33.4K - $39.6K
|
378
$41.5K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
332+ 10.01% |
$30.6K - $36.2K
|
3.65K
$401K
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
315New |
$29K - $34.3K
|
315
$34.6K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
236+ 0.6% |
$21.7K - $25.7K
|
39.5K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
233New |
$21.5K - $25.4K
|
233
$25.6K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
233+ 2.85% |
$21.5K - $25.4K
|
8.4K
$923K
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
214New |
$19.7K - $23.3K
|
214
$23.5K
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
165+ 6.62% |
$15.2K - $18K
|
2.66K
$292K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
154New |
$14.2K - $16.8K
|
154
$16.9K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
140+ 2.52% |
$12.9K - $15.3K
|
5.69K
$625K
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
124New |
$11.4K - $13.5K
|
124
$13.6K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
106New |
$9.76K - $11.6K
|
106
$11.6K
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.67% |
$9.21K - $10.9K
|
3.85K
$422K
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
100+ 1.91% |
$9.21K - $10.9K
|
5.34K
$587K
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
97+ 12.6% |
$8.94K - $10.6K
|
867
$95.2K
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
93+ 1.27% |
$8.57K - $10.1K
|
7.42K
$815K
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
72New |
$6.63K - $7.85K
|
72
$7.91K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
61New |
$5.62K - $6.65K
|
61
$6.7K
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61New |
$5.62K - $6.65K
|
61
$6.7K
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
55New |
$5.07K - $5.99K
|
55
$6.04K
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 1.78% |
$4.97K - $5.88K
|
3.08K
$339K
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53New |
$4.88K - $5.78K
|
53
$5.82K
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
47+ 2.07% |
$4.33K - $5.12K
|
2.32K
$255K
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
47New |
$4.33K - $5.12K
|
47
$5.16K
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
40New |
$3.68K - $4.36K
|
40
$4.39K
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.29% |
$3.68K - $4.36K
|
13.8K
$1.52M
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.69% |
$3.68K - $4.36K
|
1.53K
$168K
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.96% |
$3.22K - $3.81K
|
3.68K
$404K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 1.15% |
$3.22K - $3.81K
|
3.08K
$339K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
34New |
$3.13K - $3.71K
|
34
$3.74K
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.27K
|
11.7K
$1.29M
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.67K - $3.16K
|
29
$3.19K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 9.57% |
$2.03K - $2.4K
|
252
$27.7K
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
20New |
$1.84K - $2.18K
|
20
$2.2K
|