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
|
Wealth Architects, LLC
|
SELL
|
- |
-44- 0.45% |
$4.5K - $4.83K
|
9.69K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Coastline Trust CO
|
SELL
|
- |
-44- 14.43% |
$4.5K - $4.83K
|
261
$28.6K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-45- 0.58% |
$4.6K - $4.94K
|
7.78K
$851K
|
|
|
Jul 15, 2025
Q2 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-45- 1.42% |
$4.6K - $4.94K
|
3.14K
$343K
|
|
|
Jul 22, 2025
Q2 2025
|
Capital Advisors Inc
|
SELL
|
- |
-47- 1.28% |
$4.81K - $5.16K
|
3.63K
$397K
|
|
|
Jul 23, 2025
Q2 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-48- 2.14% |
$4.91K - $5.27K
|
2.2K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-50- 38.17% |
$5.11K - $5.49K
|
81
$8.86K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 17.24% |
$5.11K - $5.49K
|
240
$26.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-50- 0.73% |
$5.11K - $5.49K
|
6.82K
$747K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-50- 10.53% |
$5.11K - $5.49K
|
425
$46.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-50- 1.99% |
$5.11K - $5.49K
|
2.47K
$270K
|
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-52- 1.13% |
$5.32K - $5.71K
|
4.56K
$499K
|
|
|
Jul 23, 2025
Q2 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-53- 1.75% |
$5.42K - $5.82K
|
2.97K
$325K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-54- 0.49% |
$5.52K - $5.93K
|
10.9K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-54- 28.57% |
$5.52K - $5.93K
|
135
$14.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-58- 36.71% |
$5.93K - $6.37K
|
100
$10.9K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-58- 1.56% |
$5.93K - $6.37K
|
3.67K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Advisor Os, LLC
|
SELL
|
- |
-58- 1.79% |
$5.93K - $6.37K
|
3.19K
$349K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-61- 1.64% |
$6.24K - $6.7K
|
3.66K
$401K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-64- 1.31% |
$6.54K - $7.02K
|
4.82K
$528K
|
|
|
Jul 07, 2025
Q2 2025
|
Somerset Trust CO
|
SELL
|
- |
-65- 0.18% |
$6.65K - $7.13K
|
35.8K
$3.92M
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-68- 2.29% |
$6.95K - $7.46K
|
2.91K
$318K
|
|
|
Aug 14, 2025
Q2 2025
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-69- 0.13% |
$7.05K - $7.57K
|
52.2K
$5.71M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-71- 3.01% |
$7.26K - $7.79K
|
2.29K
$250K
|
|
|
Jul 21, 2025
Q2 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-72- 0.55% |
$7.36K - $7.9K
|
13K
$1.42M
|
|
|
Aug 07, 2025
Q2 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-74- 2.16% |
$7.57K - $8.12K
|
3.35K
$366K
|
|
|
Jul 10, 2025
Q2 2025
|
Piscataqua Savings Bank
|
SELL
|
- |
-81- 17.65% |
$8.28K - $8.89K
|
378
$41.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-82- 0.17% |
$8.38K - $9K
|
49.4K
$5.41M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-82- 3.59% |
$8.38K - $9K
|
2.2K
$241K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-83- 1.01% |
$8.49K - $9.11K
|
8.1K
$887K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-84- 1.72% |
$8.59K - $9.22K
|
4.8K
$525K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-85- 46.96% |
$8.69K - $9.33K
|
96
$10.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-85- 6.77% |
$8.69K - $9.33K
|
1.17K
$128K
|
|
|
Jul 24, 2025
Q2 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-92- 0.46% |
$9.41K - $10.1K
|
19.7K
$2.16M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
SELL
|
- |
-95- 2.27% |
$9.71K - $10.4K
|
4.09K
$447K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-95- 1.98% |
$9.71K - $10.4K
|
4.7K
$514K
|
|
|
Aug 13, 2025
Q2 2025
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-96- 2.44% |
$9.82K - $10.5K
|
3.85K
$421K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
SELL
|
- |
-98- 71.01% |
$10K - $10.8K
|
40
$4.38K
|
|
|
Aug 01, 2025
Q2 2025
|
Redmond Asset Management, LLC
Henrico, VA |
SELL
|
- |
-100- 2.13% |
$10.2K - $11K
|
4.6K
$503K
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-100- 11.68% |
$10.2K - $11K
|
756
$82.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-100- 3.72% |
$10.2K - $11K
|
2.59K
$283K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-101- 2.35% |
$10.3K - $11.1K
|
4.19K
$459K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-108- 2.76% |
$11K - $11.9K
|
3.81K
$417K
|
|
|
Jul 11, 2025
Q2 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-108- 2.68% |
$11K - $11.9K
|
3.92K
$429K
|
|
|
Aug 13, 2025
Q2 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-110- 3.65% |
$11.2K - $12.1K
|
2.9K
$317K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-114- 1.15% |
$11.7K - $12.5K
|
9.8K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-114- 2.28% |
$11.7K - $12.5K
|
4.89K
$536K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-115- 1.99% |
$11.8K - $12.6K
|
5.66K
$620K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-118- 1.25% |
$12.1K - $13K
|
9.31K
$1.02M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-120- 1.34% |
$12.3K - $13.2K
|
8.85K
$968K
|