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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.21% |
$204 - $220
|
975
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$102 - $110
|
12.8K
$1.4M
|
|
|
Jul 30, 2025
Q2 2025
|
Planning Center, Inc.
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.38K
$261K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1+ 0.04% |
$102 - $110
|
2.7K
$295K
|
|
|
Jul 30, 2025
Q2 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.01% |
$102 - $110
|
7.56K
$827K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1+ 2.33% |
$102 - $110
|
44
$4.81K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$102 - $110
|
262
$28.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Empire Life Investments Inc.
|
BUY
|
- |
1+ 0.0% |
$102 - $110
|
199K
$21.8M
|
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.1% |
$102 - $110
|
975
$107K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1+ 1.27% |
$102 - $110
|
80
$8.75K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-1- 1.19% |
$102 - $110
|
83
$9.08K
|
|
|
Aug 13, 2025
Q2 2025
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-1- 0.02% |
$102 - $110
|
4.22K
$461K
|
|
|
Aug 12, 2025
Q2 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 1.23% |
$102 - $110
|
80
$8.75K
|
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.02% |
$102 - $110
|
6.14K
$672K
|
|
|
Aug 12, 2025
Q2 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2- 0.27% |
$204 - $220
|
742
$81.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2- 0.01% |
$204 - $220
|
26.9K
$2.95M
|
|
|
Jul 31, 2025
Q2 2025
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-2- 0.35% |
$204 - $220
|
564
$61.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 6.06% |
$204 - $220
|
31
$3.39K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3- 0.09% |
$307 - $329
|
3.42K
$374K
|
|
|
Jul 10, 2025
Q2 2025
|
Perkins Coie Trust CO
|
SELL
|
- |
-3- 0.14% |
$307 - $329
|
2.2K
$241K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3- 0.13% |
$307 - $329
|
2.23K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5- 20.83% |
$511 - $549
|
19
$2.08K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-5- 0.28% |
$511 - $549
|
1.76K
$193K
|
|
|
Aug 06, 2025
Q2 2025
|
Nvwm, LLC
|
SELL
|
- |
-5- 50.0% |
$511 - $549
|
5
$547
|
|
|
Jul 11, 2025
Q2 2025
|
Busey Wealth Management
|
SELL
|
- |
-5- 0.21% |
$511 - $549
|
2.42K
$265K
|
|
|
Aug 11, 2025
Q2 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-6- 1.01% |
$613 - $659
|
590
$64.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8- 42.11% |
$818 - $878
|
11
$1.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-8- 3.79% |
$818 - $878
|
203
$22.2K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-9- 16.07% |
$920 - $988
|
47
$5.14K
|
|
|
Aug 12, 2025
Q2 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-10- 0.13% |
$1.02K - $1.1K
|
7.66K
$838K
|
|
|
Aug 07, 2025
Q2 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-10- 0.31% |
$1.02K - $1.1K
|
3.18K
$348K
|
|
|
Jul 17, 2025
Q2 2025
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-10- 0.22% |
$1.02K - $1.1K
|
4.52K
$495K
|
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-12- 0.61% |
$1.23K - $1.32K
|
1.97K
$215K
|
|
|
Jul 29, 2025
Q2 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-14- 0.56% |
$1.43K - $1.54K
|
2.47K
$270K
|
|
|
Aug 07, 2025
Q2 2025
|
Hughes Financial Services, LLC
Herndon, VA |
SELL
|
- |
-15- 5.84% |
$1.53K - $1.65K
|
242
$26.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-16- 0.59% |
$1.64K - $1.76K
|
2.69K
$295K
|
|
|
Aug 13, 2025
Q2 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-16- 0.08% |
$1.64K - $1.76K
|
19.4K
$2.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-17- 0.93% |
$1.74K - $1.87K
|
1.81K
$198K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-17- 0.54% |
$1.74K - $1.87K
|
3.16K
$346K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-18- 2.4% |
$1.84K - $1.98K
|
731
$80K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
SELL
|
- |
-19- 0.19% |
$1.94K - $2.09K
|
9.91K
$1.08M
|
|
|
Jul 22, 2025
Q2 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
SELL
|
- |
-20- 0.07% |
$2.04K - $2.2K
|
29.8K
$3.26M
|
|
|
Jul 14, 2025
Q2 2025
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-20- 4.78% |
$2.04K - $2.2K
|
398
$43.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-21- 1.76% |
$2.15K - $2.3K
|
1.17K
$128K
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-21- 0.33% |
$2.15K - $2.3K
|
6.4K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-21- 0.88% |
$2.15K - $2.3K
|
2.37K
$259K
|
|
|
Jul 01, 2025
Q2 2025
|
Park National Corp
|
SELL
|
- |
-22- 0.56% |
$2.25K - $2.41K
|
3.93K
$430K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-22- 9.4% |
$2.25K - $2.41K
|
212
$23.2K
|
|
|
Aug 07, 2025
Q2 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-26- 0.87% |
$2.66K - $2.85K
|
2.97K
$325K
|