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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
169New |
$15.1K - $18.2K
|
169
$17.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
125+ 4.35% |
$11.2K - $13.5K
|
3K
$313K
|
|
|
Nov 18, 2022
Q3 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
124New |
$11.1K - $13.3K
|
124
$12.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
62+ 3.67% |
$5.54K - $6.67K
|
1.75K
$182K
|
|
|
Oct 12, 2022
Q3 2022
|
Btr Capital Management Inc
|
BUY
|
- |
49+ 1.69% |
$4.38K - $5.27K
|
2.94K
$307K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
45+ 73.77% |
$4.02K - $4.84K
|
106
$11K
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
39New |
$3.49K - $4.2K
|
39
$4.06K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
8+ 14.55% |
$715 - $861
|
63
$6.57K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
BUY
|
- |
8New |
$715 - $861
|
8
$834
|
|
|
Nov 14, 2022
Q3 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
7New |
$626 - $754
|
7
$730
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
BUY
|
- |
1+ 0.04% |
$89.4 - $108
|
2.31K
$241K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
51.3KNew |
$4.64M - $5.56M
|
51.3K
$5.35M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
14.9KNew |
$1.35M - $1.61M
|
14.9K
$1.55M
|
|
|
Aug 15, 2022
Q2 2022
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.45K+ 36.15% |
$673K - $807K
|
28.1K
$2.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
2.73KNew |
$246K - $295K
|
2.73K
$284K
|
|
|
Aug 08, 2022
Q2 2022
|
Barings LLC
|
BUY
|
- |
2.45KNew |
$221K - $265K
|
2.45K
$255K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
2.44K+ 21.78% |
$220K - $264K
|
13.6K
$1.42M
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
2.28K+ 108.33% |
$206K - $246K
|
4.38K
$456K
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
2.17KNew |
$196K - $235K
|
2.17K
$226K
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
2.01KNew |
$182K - $218K
|
2.01K
$210K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
2KNew |
$181K - $217K
|
2K
$208K
|
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
541New |
$48.9K - $58.6K
|
541
$56.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
451New |
$40.8K - $48.8K
|
451
$47K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
269New |
$24.3K - $29.1K
|
269
$28K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
213+ 53.25% |
$19.2K - $23.1K
|
613
$63.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Loveless Wealth Management LLC
|
BUY
|
- |
145+ 0.71% |
$13.1K - $15.7K
|
20.6K
$2.14M
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
115New |
$10.4K - $12.5K
|
115
$12K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
109New |
$9.85K - $11.8K
|
109
$11.4K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
86New |
$7.77K - $9.31K
|
86
$8.96K
|
|
|
Aug 09, 2022
Q2 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
56+ 1.9% |
$5.06K - $6.06K
|
3K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
35New |
$3.16K - $3.79K
|
35
$3.65K
|
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
31New |
$2.8K - $3.36K
|
31
$3.23K
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
22New |
$1.99K - $2.38K
|
22
$2.29K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
12+ 0.54% |
$1.08K - $1.3K
|
2.23K
$233K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
11New |
$994 - $1.19K
|
11
$1.15K
|
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
4New |
$361 - $433
|
4
$417
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.5% |
$90.4 - $108
|
203
$21.2K
|
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1+ 1.69% |
$90.4 - $108
|
60
$6.25K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.57KNew |
$492K - $559K
|
5.57K
$581K
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.67KNew |
$236K - $268K
|
2.67K
$278K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2.4K+ 1111.57% |
$212K - $241K
|
2.62K
$273K
|
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.08KNew |
$184K - $209K
|
2.08K
$217K
|
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$180K - $205K
|
2.04K
$213K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
450New |
$39.8K - $45.1K
|
450
$46.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
337New |
$29.8K - $33.8K
|
337
$35.1K
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
262New |
$23.1K - $26.3K
|
262
$27.3K
|
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
139New |
$12.3K - $13.9K
|
139
$14.5K
|
|
| Q4 2021 | |||||||
|
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
$1.64M
|
|
|
Feb 09, 2022
Q4 2021
|
Enhancing Capital LLC
|
BUY
|
- |
11.7KNew |
$1.02M - $1.15M
|
11.7K
$1.22M
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
4KNew |
$348K - $394K
|
4K
$417K
|
|