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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
228New |
$19.2K - $22.6K
|
228
$23.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
164+ 100.0% |
$13.8K - $16.3K
|
328
$34.2K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
161New |
$13.6K - $16K
|
161
$16.8K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
143New |
$12.1K - $14.2K
|
143
$14.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$8.43K - $9.91K
|
100
$10.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Denali Advisors LLC
|
BUY
|
- |
100+ 4.76% |
$8.43K - $9.91K
|
2.2K
$229K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
85+ 10.98% |
$7.17K - $8.43K
|
859
$89.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
79+ 2.24% |
$6.66K - $7.83K
|
3.6K
$375K
|
|
|
Jan 26, 2023
Q4 2022
|
Econ Financial Services Corp
|
BUY
|
- |
40+ 0.19% |
$3.37K - $3.97K
|
21.5K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
38New |
$3.2K - $3.77K
|
38
$3.96K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
35New |
$2.95K - $3.47K
|
35
$3.65K
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.54K
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
34New |
$2.87K - $3.37K
|
34
$3.54K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
25New |
$2.11K - $2.48K
|
25
$2.61K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
25+ 6.36% |
$2.11K - $2.48K
|
418
$43.6K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21New |
$1.77K - $2.08K
|
21
$2.19K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
11New |
$927 - $1.09K
|
11
$1.15K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
5+ 0.01% |
$422 - $496
|
54.4K
$5.66M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
3New |
$253 - $297
|
3
$313
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
2+ 25.0% |
$169 - $198
|
10
$1.04K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.15% |
$84.3 - $99.1
|
687
$71.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
BUY
|
- |
350KNew |
$31.3M - $37.7M
|
350K
$36.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
24.7K+ 104.95% |
$2.21M - $2.66M
|
48.3K
$5.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
14.3KNew |
$1.28M - $1.54M
|
14.3K
$1.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
12.5K+ 129.69% |
$1.11M - $1.34M
|
22.1K
$2.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
10.4K+ 176.89% |
$934K - $1.12M
|
16.4K
$1.7M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
10.2KNew |
$911K - $1.1M
|
10.2K
$1.06M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
6.87K+ 72.97% |
$614K - $739K
|
16.3K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
6.07KNew |
$543K - $654K
|
6.07K
$633K
|
|
|
Nov 14, 2022
Q3 2022
|
Sante Capital Fund, LP
|
BUY
|
- |
5.63KNew |
$503K - $606K
|
5.63K
$587K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.56KNew |
$407K - $490K
|
4.56K
$475K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
4.48KNew |
$401K - $482K
|
4.48K
$467K
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.95KNew |
$353K - $425K
|
3.95K
$412K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.77K+ 182.83% |
$337K - $406K
|
5.83K
$608K
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
3.6KNew |
$322K - $388K
|
3.6K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$302K - $363K
|
3.37K
$352K
|
|
|
Nov 16, 2022
Q3 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
2.52KNew |
$225K - $271K
|
2.52K
$262K
|
|
|
Nov 14, 2022
Q3 2022
|
Enlightenment Research, LLC
Saddle Brook, NJ |
BUY
|
- |
2.5KNew |
$224K - $269K
|
2.5K
$261K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2.41KNew |
$216K - $260K
|
2.41K
$251K
|
|
|
Oct 21, 2022
Q3 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.78KNew |
$159K - $192K
|
1.78K
$186K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
1.61K+ 14.88% |
$144K - $173K
|
12.4K
$1.29M
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
1KNew |
$89.4K - $108K
|
1K
$104K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
928+ 0.38% |
$83K - $99.9K
|
248K
$25.9M
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
843+ 13.69% |
$75.4K - $90.7K
|
7K
$730K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
821+ 5.29% |
$73.4K - $88.4K
|
16.3K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
534+ 2.21% |
$47.8K - $57.5K
|
24.7K
$2.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
334New |
$29.9K - $36K
|
334
$34.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
BUY
|
- |
266+ 3.7% |
$23.8K - $28.6K
|
7.45K
$777K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
201+ 98.53% |
$18K - $21.6K
|
405
$42.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
188+ 7.28% |
$16.8K - $20.2K
|
2.77K
$289K
|
|