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 28, 2025
Q4 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-438- 1.14% |
$40.7K - $44.6K
|
37.8K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
168+ 1.28% |
$15.6K - $17.1K
|
13.3K
$1.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-196- 4.0% |
$18.2K - $20K
|
4.71K
$486K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 1.43% |
$44.1K - $48.4K
|
33.7K
$3.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17+ 0.66% |
$1.58K - $1.73K
|
2.6K
$268K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5New |
$465 - $509
|
5
$516
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
116+ 184.13% |
$10.8K - $11.8K
|
179
$18.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
794+ 3.61% |
$73.8K - $80.8K
|
22.8K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-1.06K- 1.25% |
$98.1K - $107K
|
83.7K
$8.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
392+ 31.26% |
$36.4K - $39.9K
|
1.65K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
356+ 13.1% |
$33.1K - $36.2K
|
3.07K
$317K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.66K+ 4.07% |
$340K - $373K
|
93.7K
$9.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-704- 1.39% |
$65.4K - $71.7K
|
49.8K
$5.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-652- 0.15% |
$60.6K - $66.4K
|
430K
$44.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.69% |
$41.8K - $45.8K
|
17.2K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.91K+ 39.12% |
$735K - $805K
|
28.1K
$2.9M
|
|
|
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
$981K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-785- 21.75% |
$73K - $79.9K
|
2.82K
$291K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-158- 1.79% |
$14.7K - $16.1K
|
8.66K
$893K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-26.1K- 50.62% |
$2.43M - $2.66M
|
25.5K
$2.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
175+ 7.17% |
$16.3K - $17.8K
|
2.62K
$270K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
556+ 15.11% |
$51.7K - $56.6K
|
4.24K
$437K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.15% |
$3.81K - $4.17K
|
3.52K
$363K
|
|
|
Jan 27, 2025
Q4 2024
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-100- 3.59% |
$9.29K - $10.2K
|
2.69K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-640- 1.74% |
$59.5K - $65.2K
|
36.1K
$3.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
28+ 82.35% |
$2.6K - $2.85K
|
62
$6.39K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
326+ 8.88% |
$30.3K - $33.2K
|
4K
$412K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.04K+ 10.7% |
$97K - $106K
|
10.8K
$1.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-337- 29.41% |
$31.3K - $34.3K
|
809
$83.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 19.12% |
$1.21K - $1.32K
|
55
$5.67K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-306- 5.3% |
$28.4K - $31.2K
|
5.47K
$563K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
134KNew |
$12.5M - $13.7M
|
134K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
466+ 6.07% |
$43.3K - $47.4K
|
8.15K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.06K+ 4.84% |
$98.9K - $108K
|
23K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-32- 0.63% |
$2.97K - $3.26K
|
5.06K
$522K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 4.02% |
$6.51K - $7.13K
|
1.67K
$173K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
28+ 6.97% |
$2.6K - $2.85K
|
430
$44.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
542+ 15.39% |
$50.4K - $55.2K
|
4.06K
$419K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.15K+ 424.26% |
$293K - $321K
|
3.89K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
342+ 4.38% |
$31.8K - $34.8K
|
8.15K
$840K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-289- 9.36% |
$26.9K - $29.4K
|
2.8K
$289K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-242- 3.88% |
$22.5K - $24.6K
|
5.99K
$618K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-36- 1.55% |
$3.35K - $3.67K
|
2.29K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
260+ 21.89% |
$24.2K - $26.5K
|
1.45K
$149K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-91- 0.71% |
$8.46K - $9.27K
|
12.8K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 4.46% |
$836 - $916
|
211
$21.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$92.9 - $102
|
260
$26.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
32.3KNew |
$3M - $3.29M
|
32.3K
$3.33M
|