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 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.25K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 0.28% |
$1.58K - $1.73K
|
6.02K
$621K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 1.52% |
$16.7K - $18.3K
|
12.1K
$1.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-971- 3.26% |
$90.2K - $98.9K
|
28.8K
$2.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.85K- 5.44% |
$451K - $494K
|
84.3K
$8.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
155+ 0.68% |
$14.4K - $15.8K
|
23K
$2.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 18.18% |
$372 - $407
|
18
$1.86K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$224K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82- 3.34% |
$7.62K - $8.35K
|
2.37K
$245K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
100+ 4.77% |
$9.29K - $10.2K
|
2.2K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.2K- 10.01% |
$762K - $835K
|
73.7K
$7.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.75K+ 34.86% |
$162K - $178K
|
6.76K
$697K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.33K- 6.17% |
$217K - $237K
|
35.5K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
601+ 7.53% |
$55.9K - $61.2K
|
8.58K
$885K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 44.0% |
$1.02K - $1.12K
|
36
$3.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.59K- 3.02% |
$613K - $671K
|
212K
$21.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
74+ 0.13% |
$6.88K - $7.53K
|
56.4K
$5.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.03% |
$186 - $204
|
6.77K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-365- 8.25% |
$33.9K - $37.2K
|
4.06K
$418K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-29.4K- 99.89% |
$2.73M - $2.99M
|
32
$3.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$2.42K - $2.65K
|
26
$2.68K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.05% |
$186 - $204
|
4.06K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
85+ 3.84% |
$7.9K - $8.65K
|
2.3K
$237K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 2.45% |
$158K - $173K
|
71K
$7.32M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 1.34% |
$102K - $112K
|
82.9K
$8.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.9K+ 46.49% |
$1.94M - $2.13M
|
65.9K
$6.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.13% |
$279 - $305
|
2.25K
$232K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 4.07% |
$24.2K - $26.5K
|
6.65K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-207- 6.99% |
$19.2K - $21.1K
|
2.75K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.99% |
$4.28K - $4.68K
|
4.59K
$473K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 0.7% |
$1.3K - $1.43K
|
2.03K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-449- 12.91% |
$41.7K - $45.7K
|
3.03K
$312K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-63- 0.56% |
$5.86K - $6.41K
|
11.2K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
42+ 65.63% |
$3.9K - $4.28K
|
106
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
233+ 3.68% |
$21.7K - $23.7K
|
6.57K
$677K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.79K+ 6.53% |
$631K - $691K
|
111K
$11.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-144- 2.59% |
$13.4K - $14.7K
|
5.41K
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
825+ 5.13% |
$76.7K - $84K
|
16.9K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-291- 2.6% |
$27K - $29.6K
|
10.9K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-323- 8.07% |
$30K - $32.9K
|
3.68K
$379K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 6.84% |
$15.7K - $17.2K
|
2.64K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.5% |
$1.39K - $1.53K
|
2.99K
$309K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
57+ 2.54% |
$5.3K - $5.8K
|
2.31K
$238K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-2.51K- 33.61% |
$233K - $256K
|
4.96K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17+ 0.5% |
$1.58K - $1.73K
|
3.42K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
174+ 4.72% |
$16.2K - $17.7K
|
3.86K
$398K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.49K- 20.84% |
$417K - $457K
|
17.1K
$1.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
231+ 4.2% |
$21.5K - $23.5K
|
5.73K
$591K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.57KNew |
$146K - $160K
|
1.57K
$162K
|