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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
139+ 3.03% |
$14.4K - $15.9K
|
4.73K
$525K
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$1.42M - $1.57M
|
13.7K
$1.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
802+ 3.0% |
$83.1K - $91.9K
|
27.5K
$3.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-581- 10.92% |
$60.2K - $66.6K
|
4.74K
$526K
|
|
|
Nov 12, 2025
Q3 2025
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-215- 4.48% |
$22.3K - $24.6K
|
4.58K
$508K
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
244+ 5.0% |
$25.3K - $28K
|
5.13K
$569K
|
|
|
Nov 12, 2025
Q3 2025
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-4.19K- 9.73% |
$434K - $480K
|
38.8K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
35+ 0.65% |
$3.63K - $4.01K
|
5.45K
$604K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
7.68K+ 2.01% |
$796K - $880K
|
390K
$43.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
83+ 0.73% |
$8.6K - $9.51K
|
11.4K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
17+ 0.85% |
$1.76K - $1.95K
|
2.02K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.05K- 22.72% |
$212K - $235K
|
6.97K
$773K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.71K+ 0.51% |
$177K - $195K
|
338K
$37.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Raiffeisen Bank International Ag
Vienna, C4 |
BUY
|
- |
108+ 22.98% |
$11.2K - $12.4K
|
578
$64.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-1.57K- 0.48% |
$163K - $180K
|
322K
$35.8M
|
|
|
Nov 10, 2025
Q3 2025
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-18.1K- 18.3% |
$1.88M - $2.07M
|
80.8K
$8.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-16- 1.82% |
$1.66K - $1.83K
|
861
$95.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
217+ 4.43% |
$22.5K - $24.9K
|
5.11K
$567K
|
|
|
Nov 10, 2025
Q3 2025
|
Dearborn Partners LLC
|
SELL
|
- |
-444- 0.12% |
$46K - $50.9K
|
382K
$42.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
BUY
|
- |
2K+ 6.6% |
$207K - $229K
|
32.3K
$3.58M
|
|
|
Nov 10, 2025
Q3 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
799+ 0.78% |
$82.8K - $91.6K
|
103K
$11.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-935- 28.49% |
$96.9K - $107K
|
2.35K
$260K
|
|
|
Nov 10, 2025
Q3 2025
|
Premier Fund Managers LTD
|
SELL
|
- |
-3K- 9.09% |
$311K - $344K
|
30K
$3.33M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 0.73% |
$5.91K - $6.53K
|
7.79K
$864K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-319- 2.63% |
$33.1K - $36.6K
|
11.8K
$1.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-952- 2.52% |
$98.7K - $109K
|
36.8K
$4.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
937+ 12.48% |
$97.1K - $107K
|
8.45K
$937K
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
62.9K+ 1.21% |
$6.52M - $7.21M
|
5.28M
$586M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-60- 0.83% |
$6.22K - $6.88K
|
7.2K
$799K
|
|
|
Nov 10, 2025
Q3 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
581+ 4.62% |
$60.2K - $66.6K
|
13.2K
$1.46M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
BUY
|
- |
2.06KNew |
$214K - $236K
|
2.06K
$229K
|
|
|
Nov 10, 2025
Q3 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-578- 5.16% |
$59.9K - $66.2K
|
10.6K
$1.18M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-69- 1.07% |
$7.15K - $7.91K
|
6.4K
$711K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.06% |
$1.24K - $1.38K
|
19.5K
$2.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
333+ 50.0% |
$34.5K - $38.2K
|
999
$111K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
15+ 0.08% |
$1.55K - $1.72K
|
18.8K
$2.08M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
516+ 22.44% |
$53.5K - $59.1K
|
2.82K
$312K
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
82+ 1.3% |
$8.5K - $9.4K
|
6.39K
$709K
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-23- 0.52% |
$2.38K - $2.64K
|
4.37K
$485K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
203+ 5.32% |
$21K - $23.3K
|
4.02K
$446K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
BUY
|
- |
3.39K+ 126.4% |
$351K - $388K
|
6.06K
$673K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
1.23K+ 21.54% |
$127K - $140K
|
6.92K
$768K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
591+ 20.94% |
$61.3K - $67.7K
|
3.41K
$379K
|
|
|
Nov 10, 2025
Q3 2025
|
Zhang Financial LLC
|
BUY
|
- |
4KNew |
$414K - $458K
|
4K
$443K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
BUY
|
- |
224+ 3.64% |
$23.2K - $25.7K
|
6.38K
$708K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-348- 2.06% |
$36.1K - $39.9K
|
16.6K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
26+ 0.45% |
$2.7K - $2.98K
|
5.8K
$643K
|
|
|
Nov 10, 2025
Q3 2025
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
689+ 1.56% |
$71.4K - $79K
|
44.9K
$4.98M
|
|
|
Nov 10, 2025
Q3 2025
|
Mufg Securities Americas Inc.
New York, NY |
BUY
|
- |
1.61K+ 22.72% |
$167K - $184K
|
8.68K
$963K
|
|
|
Nov 10, 2025
Q3 2025
|
Wrapmanager Inc
|
SELL
|
- |
-297- 13.49% |
$30.8K - $34K
|
1.91K
$211K
|
|