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 31, 2025
Q4 2024
|
Baillie Gifford & CO
|
SELL
|
- |
-80.9K- 57.55% |
$7.52M - $8.24M
|
59.7K
$6.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.58MNew |
$147M - $161M
|
1.58M
$163M
|
|
|
Jan 31, 2025
Q4 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
2.27K+ 6.37% |
$211K - $231K
|
37.9K
$3.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.09KNew |
$101K - $111K
|
1.09K
$112K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.1K+ 4.5% |
$381K - $417K
|
95.1K
$9.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
550New |
$51.1K - $56K
|
550
$56.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-4.66K- 3.04% |
$433K - $474K
|
149K
$15.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
286+ 8.53% |
$26.6K - $29.1K
|
3.64K
$375K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.0% |
$372 - $407
|
86.5K
$8.91M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
288+ 2.09% |
$26.8K - $29.3K
|
14K
$1.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.43K+ 46.09% |
$598K - $655K
|
20.4K
$2.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
773+ 11.2% |
$71.8K - $78.7K
|
7.68K
$790K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.9 - $102
|
3.05K
$314K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-5.79K- 2.42% |
$538K - $589K
|
233K
$24M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09K+ 6.03% |
$101K - $111K
|
19.2K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
652New |
$60.6K - $66.4K
|
652
$67.1K
|
|
|
Jan 31, 2025
Q4 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-11.3K- 7.65% |
$1.05M - $1.15M
|
136K
$14M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
43+ 0.98% |
$4K - $4.38K
|
4.43K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
475+ 5.81% |
$44.1K - $48.4K
|
8.66K
$891K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
632New |
$58.7K - $64.4K
|
632
$65.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
135New |
$12.5K - $13.7K
|
135
$13.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 3.42% |
$65.9K - $72.2K
|
21.4K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-882- 3.25% |
$82K - $89.8K
|
26.2K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-8.23K- 77.24% |
$765K - $838K
|
2.43K
$250K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$348K
|
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
32+ 0.5% |
$2.97K - $3.26K
|
6.45K
$664K
|
|
|
Jan 30, 2025
Q4 2024
|
Empire Life Investments Inc.
|
SELL
|
- |
-12.9K- 5.56% |
$1.2M - $1.32M
|
220K
$22.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-2.19K- 1.29% |
$204K - $223K
|
168K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-335- 7.89% |
$31.1K - $34.1K
|
3.91K
$403K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.42K- 15.49% |
$225K - $247K
|
13.2K
$1.36M
|
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-11.2K- 4.29% |
$1.04M - $1.14M
|
250K
$25.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.6K- 2.1% |
$334K - $366K
|
168K
$17.3M
|
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 2.59% |
$37.2K - $40.7K
|
15.1K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
98+ 0.57% |
$9.11K - $9.98K
|
17.3K
$1.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
931+ 131.87% |
$86.5K - $94.8K
|
1.64K
$169K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-20K- 3.18% |
$1.85M - $2.03M
|
608K
$62.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
6.25KNew |
$581K - $637K
|
6.25K
$644K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 1.24% |
$744 - $815
|
651
$67K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-142- 11.88% |
$13.2K - $14.5K
|
1.05K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.56K- 51.21% |
$238K - $260K
|
2.44K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 3.81% |
$4.83K - $5.29K
|
1.31K
$135K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$1.3K - $1.43K
|
7.19K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
30.3K+ 534.32% |
$2.81M - $3.08M
|
35.9K
$3.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
689+ 3.0% |
$64K - $70.2K
|
23.6K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
100+ 1.66% |
$9.29K - $10.2K
|
6.12K
$631K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
485+ 5.56% |
$45.1K - $49.4K
|
9.22K
$949K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3+ 0.09% |
$279 - $305
|
3.34K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-96- 50.79% |
$8.92K - $9.77K
|
93
$9.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
20New |
$1.86K - $2.04K
|
20
$2.06K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 53.85% |
$651 - $713
|
6
$618
|