Purchases and Sales Made in Q2 2025 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q2 2025. The information is specifically focused on institutions that hold shares of WEC ENERGY GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 0.34% |
$5.42K - $5.82K
|
15.7K
$1.72M
|
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
53+ 0.61% |
$5.42K - $5.82K
|
8.81K
$964K
|
|
|
Aug 14, 2025
Q2 2025
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.14% |
$5.11K - $5.49K
|
2.39K
$261K
|
|
|
Jul 30, 2025
Q2 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
49+ 1.25% |
$5.01K - $5.38K
|
3.98K
$436K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
47+ 0.56% |
$4.81K - $5.16K
|
8.44K
$924K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
46+ 575.0% |
$4.7K - $5.05K
|
54
$5.91K
|
|
|
Jul 28, 2025
Q2 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
44+ 1.95% |
$4.5K - $4.83K
|
2.3K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.64% |
$4.19K - $4.5K
|
6.41K
$701K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 0.94% |
$4.09K - $4.39K
|
4.3K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
40+ 2.05% |
$4.09K - $4.39K
|
1.99K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 0.78% |
$4.09K - $4.39K
|
5.15K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
39+ 0.14% |
$3.99K - $4.28K
|
27.2K
$2.98M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
38+ 4.21% |
$3.89K - $4.17K
|
941
$103K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
37+ 1.36% |
$3.78K - $4.06K
|
2.77K
$303K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
36New |
$3.68K - $3.95K
|
36
$3.94K
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
36+ 0.83% |
$3.68K - $3.95K
|
4.37K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
35+ 0.08% |
$3.58K - $3.84K
|
44.2K
$4.83M
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
34+ 154.55% |
$3.48K - $3.73K
|
56
$6.13K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 29.2% |
$3.37K - $3.62K
|
146
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
33+ 2.86% |
$3.37K - $3.62K
|
1.19K
$130K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
33+ 1.2% |
$3.37K - $3.62K
|
2.79K
$305K
|
|
|
Aug 14, 2025
Q2 2025
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
33+ 2.66% |
$3.37K - $3.62K
|
1.27K
$139K
|
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 36.25% |
$2.96K - $3.18K
|
109
$11.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Greenfield Savings Bank
|
BUY
|
- |
28+ 0.73% |
$2.86K - $3.07K
|
3.84K
$420K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
27+ 0.79% |
$2.76K - $2.96K
|
3.42K
$375K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26+ 1.12% |
$2.66K - $2.85K
|
2.34K
$256K
|
|
|
Aug 05, 2025
Q2 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
25+ 0.85% |
$2.56K - $2.74K
|
2.96K
$324K
|
|
|
Jul 23, 2025
Q2 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
25+ 0.82% |
$2.56K - $2.74K
|
3.08K
$336K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24+ 0.83% |
$2.45K - $2.63K
|
2.92K
$319K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.81% |
$2.45K - $2.63K
|
2.99K
$328K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
24+ 12.0% |
$2.45K - $2.63K
|
224
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
24New |
$2.45K - $2.63K
|
24
$2.63K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
24+ 0.43% |
$2.45K - $2.63K
|
5.59K
$612K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
23+ 2.54% |
$2.35K - $2.52K
|
930
$102K
|
|
|
Jul 17, 2025
Q2 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
23+ 1.07% |
$2.35K - $2.52K
|
2.18K
$238K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
21New |
$2.15K - $2.3K
|
21
$2.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
19+ 0.35% |
$1.94K - $2.09K
|
5.5K
$602K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$1.84K - $1.98K
|
5.3K
$580K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.58% |
$1.84K - $1.98K
|
3.14K
$344K
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$1.84K - $1.98K
|
18
$1.97K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 0.86% |
$1.74K - $1.87K
|
2K
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
17New |
$1.74K - $1.87K
|
17
$1.86K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
17+ 0.38% |
$1.74K - $1.87K
|
4.51K
$494K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.78% |
$1.64K - $1.76K
|
351
$38.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 123.08% |
$1.64K - $1.76K
|
29
$3.17K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
15+ 0.4% |
$1.53K - $1.65K
|
3.79K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.36% |
$1.53K - $1.65K
|
4.17K
$456K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
14+ 0.37% |
$1.43K - $1.54K
|
3.82K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
13+ 0.42% |
$1.33K - $1.43K
|
3.14K
$344K
|
|
|
Aug 06, 2025
Q2 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
12New |
$1.23K - $1.32K
|
12
$1.31K
|