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 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.45KNew |
$212K - $240K
|
2.45K
$249K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.22KNew |
$192K - $218K
|
2.22K
$226K
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2KNew |
$190K - $216K
|
2.2K
$224K
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
257New |
$22.2K - $25.2K
|
257
$26.2K
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
236New |
$20.4K - $23.2K
|
236
$24K
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
228New |
$19.7K - $22.4K
|
228
$23.2K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
116New |
$10K - $11.4K
|
116
$11.8K
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$8.66K - $9.82K
|
100
$10.2K
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
43+ 430.0% |
$3.72K - $4.22K
|
53
$5.39K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23New |
$1.99K - $2.26K
|
23
$2.34K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$779 - $884
|
9
$916
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$779 - $884
|
9
$916
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$433 - $491
|
5
$509
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4+ 0.15% |
$346 - $393
|
2.7K
$275K
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 5.56% |
$346 - $393
|
76
$7.74K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 7.69% |
$260 - $295
|
42
$4.28K
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$102
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$102
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.04MNew |
$257M - $302M
|
3.04M
$310M
|
|
Aug 11, 2023
Q4 2022
|
Railway Pension Investments LTD
London, X0 |
BUY
|
- |
92.1KNew |
$7.76M - $9.13M
|
92.1K
$9.37M
|
|
Feb 14, 2023
Q4 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
25.3KNew |
$2.14M - $2.51M
|
25.3K
$2.58M
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
17.2KNew |
$1.45M - $1.7M
|
17.2K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.95KNew |
$755K - $888K
|
8.95K
$911K
|
|
Feb 13, 2023
Q4 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
8.7K+ 72.5% |
$733K - $863K
|
20.7K
$2.11M
|
|
Feb 14, 2023
Q4 2022
|
Kula Investments, LLC
Chicago, IL |
BUY
|
- |
5.95KNew |
$501K - $589K
|
5.95K
$605K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
5.4K+ 245.45% |
$455K - $535K
|
7.6K
$774K
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.33KNew |
$365K - $429K
|
4.33K
$441K
|
|
Feb 13, 2023
Q4 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
3.99KNew |
$336K - $396K
|
3.99K
$406K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.94KNew |
$332K - $391K
|
3.94K
$401K
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.63KNew |
$306K - $359K
|
3.63K
$369K
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
3.36KNew |
$283K - $333K
|
3.36K
$342K
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
3.33KNew |
$281K - $330K
|
3.33K
$339K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.27K+ 189.68% |
$276K - $324K
|
5K
$509K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
3.22KNew |
$272K - $319K
|
3.22K
$328K
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
2.94KNew |
$248K - $291K
|
2.94K
$299K
|
|
Feb 14, 2023
Q4 2022
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
2.63KNew |
$222K - $261K
|
2.63K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Utah Peaks Capital Inc
Park City, UT |
BUY
|
- |
2.62KNew |
$221K - $260K
|
2.62K
$267K
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2.34KNew |
$197K - $232K
|
2.34K
$238K
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2.3KNew |
$194K - $228K
|
2.3K
$234K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.19KNew |
$185K - $217K
|
2.19K
$223K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
2.17KNew |
$183K - $215K
|
2.17K
$221K
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.15KNew |
$182K - $214K
|
2.15K
$219K
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.15KNew |
$182K - $214K
|
2.15K
$219K
|
|
Feb 13, 2023
Q4 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
2.15KNew |
$181K - $213K
|
2.15K
$219K
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.5K+ 24.07% |
$126K - $149K
|
7.73K
$787K
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
1.23KNew |
$104K - $122K
|
1.23K
$126K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.17KNew |
$98.5K - $116K
|
1.17K
$119K
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
BUY
|
- |
1.06KNew |
$89.3K - $105K
|
1.06K
$108K
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
730New |
$61.5K - $72.4K
|
730
$74.3K
|