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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-26- 2.41% |
$2.42K - $2.65K
|
1.05K
$108K
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-44- 1.86% |
$4.09K - $4.48K
|
2.32K
$237K
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 0.54% |
$1.39K - $1.53K
|
2.79K
$285K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.06% |
$279 - $305
|
4.91K
$503K
|
|
Jan 29, 2025
Q4 2024
|
Castellan Group
Louisville, KY |
BUY
|
- |
38.5KNew |
$3.57M - $3.92M
|
38.5K
$3.94M
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
29New |
$2.7K - $2.95K
|
29
$2.97K
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.88KNew |
$268K - $293K
|
2.88K
$295K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
481+ 2.8% |
$44.7K - $49K
|
17.7K
$1.81M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.33K+ 10.96% |
$403K - $441K
|
43.8K
$4.49M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-574- 0.07% |
$53.3K - $58.4K
|
821K
$84.1M
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
2.29KNew |
$213K - $234K
|
2.29K
$235K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.59% |
$1.49K - $1.63K
|
2.71K
$277K
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
27+ 23.08% |
$2.51K - $2.75K
|
144
$14.7K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
97New |
$9.02K - $9.88K
|
97
$9.94K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-398- 3.08% |
$37K - $40.5K
|
12.5K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-42.6K- 22.5% |
$3.96M - $4.34M
|
147K
$15M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
821+ 1.75% |
$76.3K - $83.6K
|
47.8K
$4.89M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
175+ 1.97% |
$16.3K - $17.8K
|
9.07K
$929K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
18.8KNew |
$1.74M - $1.91M
|
18.8K
$1.92M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
73+ 0.59% |
$6.78K - $7.43K
|
12.5K
$1.28M
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-138- 1.27% |
$12.8K - $14.1K
|
10.7K
$1.1M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
2.68K+ 23.1% |
$249K - $273K
|
14.3K
$1.46M
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-863- 1.23% |
$80.2K - $87.9K
|
69.6K
$7.13M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.64K+ 95.75% |
$245K - $269K
|
5.4K
$553K
|
|
Jan 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-438- 1.14% |
$40.7K - $44.6K
|
37.8K
$3.88M
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
168+ 1.28% |
$15.6K - $17.1K
|
13.3K
$1.37M
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-196- 4.0% |
$18.2K - $20K
|
4.71K
$482K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 1.43% |
$44.1K - $48.4K
|
33.7K
$3.45M
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17+ 0.66% |
$1.58K - $1.73K
|
2.6K
$267K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5New |
$465 - $509
|
5
$512
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
116+ 184.13% |
$10.8K - $11.8K
|
179
$18.3K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
794+ 3.61% |
$73.8K - $80.8K
|
22.8K
$2.33M
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.06K- 1.25% |
$98.1K - $107K
|
83.7K
$8.57M
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
392+ 31.26% |
$36.4K - $39.9K
|
1.65K
$169K
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
356+ 13.1% |
$33.1K - $36.2K
|
3.07K
$315K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66K+ 4.07% |
$340K - $373K
|
93.7K
$9.6M
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-704- 1.39% |
$65.4K - $71.7K
|
49.8K
$5.1M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-652- 0.15% |
$60.6K - $66.4K
|
430K
$44.1M
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$222K
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.69% |
$41.8K - $45.8K
|
17.2K
$1.76M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.91K+ 39.12% |
$735K - $805K
|
28.1K
$2.88M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16+ 1.23% |
$1.49K - $1.63K
|
1.31K
$135K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
9.52KNew |
$885K - $969K
|
9.52K
$975K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-785- 21.75% |
$73K - $79.9K
|
2.82K
$289K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-158- 1.79% |
$14.7K - $16.1K
|
8.66K
$887K
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-26.1K- 50.62% |
$2.43M - $2.66M
|
25.5K
$2.61M
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
175+ 7.17% |
$16.3K - $17.8K
|
2.62K
$268K
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
556+ 15.11% |
$51.7K - $56.6K
|
4.24K
$434K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.15% |
$3.81K - $4.17K
|
3.52K
$360K
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-100- 3.59% |
$9.29K - $10.2K
|
2.69K
$275K
|