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 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$125K - $134K
|
1.22K
$134K
|
|
|
Aug 12, 2025
Q2 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
1.22K+ 1.21% |
$125K - $134K
|
102K
$11.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.2K+ 5.59% |
$122K - $131K
|
22.6K
$2.47M
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
BUY
|
- |
1.19K+ 35.6% |
$121K - $130K
|
4.53K
$495K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
1.15K+ 68.98% |
$118K - $126K
|
2.82K
$309K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
1.08K+ 42.66% |
$111K - $119K
|
3.63K
$397K
|
|
|
Jul 14, 2025
Q2 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 6.15% |
$110K - $118K
|
18.5K
$2.03M
|
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.06K+ 25.44% |
$109K - $117K
|
5.24K
$573K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.06KNew |
$108K - $116K
|
1.06K
$116K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.03K+ 25.69% |
$105K - $113K
|
5.02K
$549K
|
|
|
Aug 13, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.01K+ 0.77% |
$103K - $111K
|
132K
$14.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1K+ 2.89% |
$102K - $110K
|
35.6K
$3.9M
|
|
|
Jul 21, 2025
Q2 2025
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
1K+ 0.58% |
$102K - $110K
|
173K
$18.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
996+ 2.41% |
$102K - $109K
|
42.2K
$4.62M
|
|
|
Jul 09, 2025
Q2 2025
|
First Bank & Trust
|
BUY
|
- |
995+ 50.9% |
$102K - $109K
|
2.95K
$323K
|
|
|
Aug 04, 2025
Q2 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
983+ 1.57% |
$101K - $108K
|
63.7K
$6.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
963+ 4.27% |
$98.5K - $106K
|
23.5K
$2.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
959+ 4.26% |
$98K - $105K
|
23.5K
$2.57M
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
953+ 12.54% |
$97.4K - $105K
|
8.56K
$936K
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
949+ 2.85% |
$97K - $104K
|
34.2K
$3.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
918+ 0.44% |
$93.9K - $101K
|
210K
$23M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
913+ 2.15% |
$93.3K - $100K
|
43.3K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
870New |
$88.9K - $95.5K
|
870
$95.2K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
830+ 5.28% |
$84.9K - $91.1K
|
16.5K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Loomis Sayles & CO L P
|
BUY
|
- |
826New |
$84.5K - $90.7K
|
826
$90.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
823+ 5.67% |
$84.1K - $90.3K
|
15.3K
$1.68M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
820+ 6.19% |
$83.8K - $90K
|
14.1K
$1.54M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
809+ 1.31% |
$82.7K - $88.8K
|
62.8K
$6.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
799+ 12.44% |
$81.7K - $87.7K
|
7.22K
$791K
|
|
|
Jul 21, 2025
Q2 2025
|
Segment Wealth Management, LLC
|
BUY
|
- |
794+ 20.59% |
$81.2K - $87.1K
|
4.65K
$509K
|
|
|
Jul 21, 2025
Q2 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
775+ 0.92% |
$79.2K - $85.1K
|
84.8K
$9.27M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
757+ 30.87% |
$77.4K - $83.1K
|
3.21K
$351K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
753+ 8.47% |
$77K - $82.6K
|
9.64K
$1.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
744+ 1.74% |
$76.1K - $81.7K
|
43.6K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
740New |
$75.7K - $81.2K
|
740
$81K
|
|
|
Jul 23, 2025
Q2 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
740+ 5.01% |
$75.7K - $81.2K
|
15.5K
$1.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 11.91% |
$70.4K - $75.6K
|
6.47K
$708K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
677+ 12.9% |
$69.2K - $74.3K
|
5.93K
$649K
|
|
|
Aug 13, 2025
Q2 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
671+ 5.65% |
$68.6K - $73.6K
|
12.6K
$1.37M
|
|
|
Aug 01, 2025
Q2 2025
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
668+ 1.82% |
$68.3K - $73.3K
|
37.3K
$4.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
664+ 4.19% |
$67.9K - $72.9K
|
16.5K
$1.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
658+ 2.95% |
$67.3K - $72.2K
|
23K
$2.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
645+ 6.46% |
$65.9K - $70.8K
|
10.6K
$1.16M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
609+ 30.37% |
$62.3K - $66.8K
|
2.61K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
600+ 0.7% |
$61.3K - $65.9K
|
86.8K
$9.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
595+ 29.21% |
$60.8K - $65.3K
|
2.63K
$288K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
562+ 32.35% |
$57.5K - $61.7K
|
2.3K
$252K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
547New |
$55.9K - $60K
|
547
$59.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
545+ 5.49% |
$55.7K - $59.8K
|
10.5K
$1.15M
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
544+ 3.19% |
$55.6K - $59.7K
|
17.6K
$1.92M
|