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
|
Bridges Investment Management Inc
|
BUY
|
- |
41+ 0.64% |
$4.19K - $4.5K
|
6.41K
$701K
|
|
|
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
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
40+ 0.94% |
$4.09K - $4.39K
|
4.3K
$471K
|
|
|
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 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
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
33+ 1.2% |
$3.37K - $3.62K
|
2.79K
$305K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 29.2% |
$3.37K - $3.62K
|
146
$16K
|
|
|
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
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
24+ 0.81% |
$2.45K - $2.63K
|
2.99K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
24New |
$2.45K - $2.63K
|
24
$2.63K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
24+ 0.83% |
$2.45K - $2.63K
|
2.92K
$319K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
24+ 12.0% |
$2.45K - $2.63K
|
224
$24.5K
|
|
|
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
|
|
|
Aug 01, 2025
Q2 2025
|
Centerpoint Advisors, LLC
|
BUY
|
- |
18New |
$1.84K - $1.98K
|
18
$1.97K
|
|
|
Aug 08, 2025
Q2 2025
|
Mjp Associates Inc
|
BUY
|
- |
18+ 0.58% |
$1.84K - $1.98K
|
3.14K
$344K
|
|
|
Jul 09, 2025
Q2 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18+ 0.34% |
$1.84K - $1.98K
|
5.3K
$580K
|
|
|
Jul 16, 2025
Q2 2025
|
Advisors Management Group Inc
|
BUY
|
- |
17+ 0.38% |
$1.74K - $1.87K
|
4.51K
$494K
|
|
|
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
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
16+ 123.08% |
$1.64K - $1.76K
|
29
$3.17K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 4.78% |
$1.64K - $1.76K
|
351
$38.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
15+ 0.36% |
$1.53K - $1.65K
|
4.17K
$456K
|
|
|
Aug 11, 2025
Q2 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
15+ 0.4% |
$1.53K - $1.65K
|
3.79K
$415K
|
|
|
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
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12+ 8.82% |
$1.23K - $1.32K
|
148
$16.2K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
9+ 1.31% |
$920 - $988
|
694
$75.9K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
9+ 81.82% |
$920 - $988
|
20
$2.19K
|
|
|
Aug 13, 2025
Q2 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.24% |
$920 - $988
|
3.74K
$409K
|
|
|
Aug 13, 2025
Q2 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
9New |
$920 - $988
|
9
$985
|
|
|
Jul 22, 2025
Q2 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
9+ 0.08% |
$920 - $988
|
10.9K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9+ 225.0% |
$920 - $988
|
13
$1.42K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 1.65% |
$920 - $988
|
553
$60.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
7+ 0.82% |
$716 - $768
|
857
$93.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.3% |
$716 - $768
|
2.31K
$252K
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
7+ 87.5% |
$716 - $768
|
15
$1.64K
|