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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
213+ 53.25% |
$19.2K - $23.1K
|
613
$60.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
145+ 0.71% |
$13.1K - $15.7K
|
20.6K
$2.02M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
115New |
$10.4K - $12.5K
|
115
$11.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
109New |
$9.85K - $11.8K
|
109
$10.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
86New |
$7.77K - $9.31K
|
86
$8.43K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
56+ 1.9% |
$5.06K - $6.06K
|
3K
$294K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35New |
$3.16K - $3.79K
|
35
$3.43K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
31New |
$2.8K - $3.36K
|
31
$3.04K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$1.99K - $2.38K
|
22
$2.16K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
12+ 0.54% |
$1.08K - $1.3K
|
2.23K
$219K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11New |
$994 - $1.19K
|
11
$1.08K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8New |
$723 - $866
|
8
$784
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$361 - $433
|
4
$392
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.5% |
$90.4 - $108
|
203
$19.9K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 1.69% |
$90.4 - $108
|
60
$5.88K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.57KNew |
$492K - $559K
|
5.57K
$546K
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
BUY
|
- |
3.12K+ 13.42% |
$275K - $312K
|
26.3K
$2.58M
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.67KNew |
$236K - $268K
|
2.67K
$262K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2.4K+ 1111.57% |
$212K - $241K
|
2.62K
$256K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.08KNew |
$184K - $209K
|
2.08K
$204K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$180K - $205K
|
2.04K
$200K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
450New |
$39.8K - $45.1K
|
450
$44.1K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
337New |
$29.8K - $33.8K
|
337
$33K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
262New |
$23.1K - $26.3K
|
262
$25.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
139New |
$12.3K - $13.9K
|
139
$13.6K
|
|
| Q4 2021 | |||||||
|
Feb 03, 2022
Q4 2021
|
American Assets Investment Management, LLC
|
BUY
|
- |
50KNew |
$4.35M - $4.92M
|
50K
$4.9M
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
43KNew |
$3.74M - $4.23M
|
43K
$4.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
14.1K+ 900.51% |
$1.23M - $1.39M
|
15.7K
$1.54M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
11.7KNew |
$1.02M - $1.15M
|
11.7K
$1.15M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
4KNew |
$348K - $394K
|
4K
$392K
|
|
|
Jan 20, 2022
Q4 2021
|
Lewis Capital Management, LLC
|
BUY
|
- |
3.41KNew |
$296K - $335K
|
3.41K
$334K
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.1KNew |
$183K - $207K
|
2.1K
$206K
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.06KNew |
$179K - $203K
|
2.06K
$202K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$110K - $125K
|
1.27K
$124K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
360New |
$31.3K - $35.4K
|
360
$35.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
331New |
$28.8K - $32.6K
|
331
$32.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
105New |
$9.13K - $10.3K
|
105
$10.3K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
100New |
$8.69K - $9.84K
|
100
$9.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 2.2% |
$3.22K - $3.64K
|
1.72K
$168K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
35+ 1.45% |
$3.04K - $3.44K
|
2.44K
$239K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$956 - $1.08K
|
11
$1.08K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.6KNew |
$404K - $449K
|
4.6K
$451K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1.4KNew |
$123K - $137K
|
1.4K
$137K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
504New |
$44.2K - $49.2K
|
504
$49.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 14.63% |
$26.3K - $29.3K
|
2.35K
$230K
|
|
| Q2 2021 | |||||||
|
Oct 18, 2022
Q2 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
111KNew |
$9.9M - $11M
|
111K
$10.9M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
CALL |
38.7KNew |
$3.44M - $3.84M
|
38.7K
$3.79M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.1KNew |
$809K - $903K
|
9.1K
$891K
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.47K+ 62.38% |
$130K - $146K
|
3.82K
$374K
|
|