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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.1K- 9.32% |
$114K - $126K
|
10.7K
$1.19M
|
|
|
Oct 31, 2025
Q3 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-10- 0.27% |
$1.04K - $1.15K
|
3.73K
$414K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.29K+ 0.79% |
$134K - $148K
|
164K
$18.2M
|
|
|
Oct 31, 2025
Q3 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-286- 34.62% |
$29.6K - $32.8K
|
540
$59.9K
|
|
|
Oct 31, 2025
Q3 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.42K- 2.41% |
$147K - $162K
|
57.5K
$6.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-34- 60.71% |
$3.52K - $3.9K
|
22
$2.44K
|
|
|
Oct 31, 2025
Q3 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
325+ 25.47% |
$33.7K - $37.2K
|
1.6K
$178K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
30+ 1.28% |
$3.11K - $3.44K
|
2.37K
$263K
|
|
|
Oct 31, 2025
Q3 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.71K- 4.67% |
$177K - $196K
|
34.9K
$3.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
647+ 1.57% |
$67.1K - $74.1K
|
41.9K
$4.65M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
288+ 8.97% |
$29.9K - $33K
|
3.5K
$388K
|
|
|
Oct 31, 2025
Q3 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.14K+ 17.82% |
$118K - $131K
|
7.54K
$837K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
86+ 3.57% |
$8.91K - $9.85K
|
2.5K
$277K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.22KNew |
$230K - $255K
|
2.22K
$246K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.51K+ 4.75% |
$157K - $173K
|
33.3K
$3.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-41- 1.07% |
$4.25K - $4.7K
|
3.79K
$421K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.4K+ 10.42% |
$1.29M - $1.42M
|
132K
$14.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6+ 0.3% |
$622 - $688
|
1.97K
$219K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-399- 3.08% |
$41.4K - $45.7K
|
12.6K
$1.39M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
469K+ 1616.11% |
$48.6M - $53.7M
|
498K
$55.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
BUY
|
- |
7+ 0.27% |
$726 - $802
|
2.64K
$293K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-517- 9.57% |
$53.6K - $59.2K
|
4.89K
$542K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 1.13% |
$622 - $688
|
523
$58K
|
|
|
Oct 30, 2025
Q3 2025
|
Planning Center, Inc.
|
SELL
|
- |
-1- 0.04% |
$104 - $115
|
2.38K
$264K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 21.31% |
$5.39K - $5.96K
|
296
$32.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-37.9K- 13.69% |
$3.93M - $4.35M
|
239K
$26.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
20+ 0.77% |
$2.07K - $2.29K
|
2.63K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-12.9K- 70.22% |
$1.33M - $1.48M
|
5.46K
$606K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
396+ 14.7% |
$41K - $45.4K
|
3.09K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
28+ 41.79% |
$2.9K - $3.21K
|
95
$10.5K
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
989+ 7.55% |
$103K - $113K
|
14.1K
$1.56M
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-16.8K- 28.73% |
$1.75M - $1.93M
|
41.8K
$4.64M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7K+ 14.96% |
$726K - $802K
|
53.8K
$5.97M
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
138+ 5.99% |
$14.3K - $15.8K
|
2.44K
$271K
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
335New |
$34.7K - $38.4K
|
335
$37.2K
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
45New |
$4.66K - $5.16K
|
45
$4.99K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.89K+ 49.23% |
$196K - $217K
|
5.74K
$637K
|
|
|
Oct 29, 2025
Q3 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
352KNew |
$36.5M - $40.4M
|
352K
$39.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-692- 1.09% |
$71.7K - $79.3K
|
63K
$6.99M
|
|
|
Oct 29, 2025
Q3 2025
|
Sterling Investment Advisors LLC
|
BUY
|
- |
152+ 4.89% |
$15.8K - $17.4K
|
3.26K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-1.19K- 29.07% |
$123K - $136K
|
2.9K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-332- 4.0% |
$34.4K - $38K
|
7.96K
$883K
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 0.49% |
$104 - $115
|
204
$22.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
11.7KNew |
$1.22M - $1.35M
|
11.7K
$1.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
1.94KNew |
$201K - $222K
|
1.94K
$215K
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
118+ 2.07% |
$12.2K - $13.5K
|
5.83K
$647K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.26% |
$104 - $115
|
379
$42.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
755+ 7.83% |
$78.3K - $86.5K
|
10.4K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
3.63KNew |
$376K - $416K
|
3.63K
$403K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
731New |
$75.8K - $83.8K
|
731
$81.1K
|
|