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 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
110+ 0.89% |
$11.2K - $12.1K
|
12.5K
$1.37M
|
|
Jul 30, 2025
Q2 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
109+ 3.04% |
$11.1K - $12K
|
3.69K
$404K
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
109New |
$11.1K - $12K
|
109
$11.9K
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
106+ 0.94% |
$10.8K - $11.6K
|
11.3K
$1.24M
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
105+ 308.82% |
$10.7K - $11.5K
|
139
$15.2K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
101New |
$10.3K - $11.1K
|
101
$11.1K
|
|
Aug 06, 2025
Q2 2025
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
100+ 13.51% |
$10.2K - $11K
|
840
$91.9K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
99New |
$10.1K - $10.9K
|
99
$10.8K
|
|
Aug 07, 2025
Q2 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
97+ 1.19% |
$9.92K - $10.6K
|
8.28K
$906K
|
|
Jul 18, 2025
Q2 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
97+ 3.8% |
$9.92K - $10.6K
|
2.65K
$290K
|
|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
95+ 3.62% |
$9.71K - $10.4K
|
2.72K
$298K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
92+ 1.64% |
$9.41K - $10.1K
|
5.71K
$625K
|
|
Aug 06, 2025
Q2 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
90New |
$9.2K - $9.88K
|
90
$9.85K
|
|
Jul 14, 2025
Q2 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
90+ 333.33% |
$9.2K - $9.88K
|
117
$12.8K
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
86+ 0.79% |
$8.79K - $9.44K
|
10.9K
$1.2M
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
86+ 52.44% |
$8.79K - $9.44K
|
250
$27.4K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
85+ 1.05% |
$8.69K - $9.33K
|
8.15K
$892K
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
84+ 1.25% |
$8.59K - $9.22K
|
6.8K
$744K
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
81+ 3.64% |
$8.28K - $8.89K
|
2.31K
$252K
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
79New |
$8.08K - $8.67K
|
79
$8.64K
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
79+ 0.01% |
$8.08K - $8.67K
|
643K
$70.3M
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
78+ 3.14% |
$7.97K - $8.56K
|
2.56K
$280K
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
77+ 0.76% |
$7.87K - $8.45K
|
10.2K
$1.11M
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
74New |
$7.57K - $8.12K
|
74
$8.1K
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
74+ 0.67% |
$7.57K - $8.12K
|
11.1K
$1.22M
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73+ 14.09% |
$7.46K - $8.01K
|
591
$64.7K
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
73+ 0.54% |
$7.46K - $8.01K
|
13.7K
$1.49M
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
73+ 1.19% |
$7.46K - $8.01K
|
6.2K
$678K
|
|
Jul 30, 2025
Q2 2025
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
70+ 61.4% |
$7.16K - $7.68K
|
184
$20.1K
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
67+ 3.51% |
$6.85K - $7.35K
|
1.98K
$216K
|
|
Aug 13, 2025
Q2 2025
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
66+ 2.5% |
$6.75K - $7.24K
|
2.7K
$296K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
63+ 0.83% |
$6.44K - $6.91K
|
7.62K
$834K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
62New |
$6.34K - $6.81K
|
62
$6.78K
|
|
Aug 12, 2025
Q2 2025
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
62+ 3.12% |
$6.34K - $6.81K
|
2.05K
$224K
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.75% |
$6.24K - $6.7K
|
8.22K
$899K
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
61+ 3.85% |
$6.24K - $6.7K
|
1.65K
$180K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
60New |
$6.13K - $6.59K
|
60
$6.57K
|
|
Jul 29, 2025
Q2 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
60+ 0.35% |
$6.13K - $6.59K
|
17.4K
$1.9M
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
59+ 18.5% |
$6.03K - $6.48K
|
378
$41.4K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
59+ 0.49% |
$6.03K - $6.48K
|
12.1K
$1.33M
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
59+ 76.62% |
$6.03K - $6.48K
|
136
$14.9K
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
57New |
$5.83K - $6.26K
|
57
$6.24K
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
57+ 1.18% |
$5.83K - $6.26K
|
4.88K
$534K
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
55+ 0.83% |
$5.62K - $6.04K
|
6.72K
$735K
|
|
Aug 05, 2025
Q2 2025
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
53+ 0.61% |
$5.42K - $5.82K
|
8.81K
$964K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
53+ 0.34% |
$5.42K - $5.82K
|
15.7K
$1.72M
|
|
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
|