Latest Institutional Transactions on Wec Energy Group, Inc. (WEC)
This table provides information on the latest institutional transactions involving Wec Energy Group, Inc. (WEC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
110+ 0.79% |
$10.2K - $11.2K
|
14.1K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
BUY
|
- |
6.36K+ 98.8% |
$591K - $648K
|
12.8K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-135- 4.99% |
$12.5K - $13.7K
|
2.57K
$258K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.1K+ 5.44% |
$102K - $112K
|
21.3K
$2.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-299- 1.36% |
$27.8K - $30.4K
|
21.7K
$2.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-3.35K- 3.65% |
$311K - $341K
|
88.4K
$8.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
6.51K+ 60.74% |
$605K - $663K
|
17.2K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.2K+ 97.95% |
$204K - $224K
|
4.45K
$447K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
46+ 1.28% |
$4.28K - $4.68K
|
3.64K
$366K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
2.91KNew |
$270K - $296K
|
2.91K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
290+ 30.08% |
$27K - $29.5K
|
1.25K
$126K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35+ 0.3% |
$3.25K - $3.56K
|
11.6K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
4.7KNew |
$437K - $479K
|
4.7K
$472K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-63- 1.65% |
$5.86K - $6.41K
|
3.75K
$376K
|
|
|
Feb 03, 2025
Q4 2024
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
2.6KNew |
$241K - $264K
|
2.6K
$261K
|
|
|
Feb 03, 2025
Q4 2024
|
Leeward Investments, LLC Ma
|
SELL
|
- |
-4.16K- 2.83% |
$387K - $424K
|
143K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.35% |
$2.7K - $2.95K
|
8.21K
$825K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
327+ 3.55% |
$30.4K - $33.3K
|
9.53K
$957K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
76New |
$7.06K - $7.74K
|
76
$7.63K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.38KNew |
$407K - $446K
|
4.38K
$440K
|
|
|
Jan 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-80.9K- 57.55% |
$7.52M - $8.24M
|
59.7K
$6M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.58MNew |
$147M - $161M
|
1.58M
$159M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.27K+ 6.37% |
$211K - $231K
|
37.9K
$3.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.09KNew |
$101K - $111K
|
1.09K
$109K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.1K+ 4.5% |
$381K - $417K
|
95.1K
$9.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
550New |
$51.1K - $56K
|
550
$55.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.66K- 3.04% |
$433K - $474K
|
149K
$14.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
286+ 8.53% |
$26.6K - $29.1K
|
3.64K
$366K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.0% |
$372 - $407
|
86.5K
$8.69M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
288+ 2.09% |
$26.8K - $29.3K
|
14K
$1.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.43K+ 46.09% |
$598K - $655K
|
20.4K
$2.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
773+ 11.2% |
$71.8K - $78.7K
|
7.68K
$771K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.9 - $102
|
3.05K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.79K- 2.42% |
$538K - $589K
|
233K
$23.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09K+ 6.03% |
$101K - $111K
|
19.2K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
652New |
$60.6K - $66.4K
|
652
$65.5K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11.3K- 7.65% |
$1.05M - $1.15M
|
136K
$13.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.98% |
$4K - $4.38K
|
4.43K
$445K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
475+ 5.81% |
$44.1K - $48.4K
|
8.66K
$870K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
632New |
$58.7K - $64.4K
|
632
$63.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
135New |
$12.5K - $13.7K
|
135
$13.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 3.42% |
$65.9K - $72.2K
|
21.4K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-882- 3.25% |
$82K - $89.8K
|
26.2K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.23K- 77.24% |
$765K - $838K
|
2.43K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$339K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.5% |
$2.97K - $3.26K
|
6.45K
$648K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-12.9K- 5.56% |
$1.2M - $1.32M
|
220K
$22.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.19K- 1.29% |
$204K - $223K
|
168K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-335- 7.89% |
$31.1K - $34.1K
|
3.91K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.42K- 15.49% |
$225K - $247K
|
13.2K
$1.33M
|