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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
174+ 4.72% |
$16.2K - $17.7K
|
3.86K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-4.49K- 20.84% |
$417K - $457K
|
17.1K
$1.77M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
231+ 4.2% |
$21.5K - $23.5K
|
5.73K
$593K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.57KNew |
$146K - $160K
|
1.57K
$163K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
836+ 3.25% |
$77.7K - $85.1K
|
26.6K
$2.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
322+ 6.1% |
$29.9K - $32.8K
|
5.6K
$580K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.36% |
$744 - $815
|
2.24K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.01K+ 67.91% |
$187K - $205K
|
4.98K
$516K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
22+ 0.96% |
$2.04K - $2.24K
|
2.3K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 1.67% |
$3.16K - $3.46K
|
2K
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
411+ 13.4% |
$38.2K - $41.8K
|
3.48K
$360K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140+ 5.56% |
$13K - $14.3K
|
2.66K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.58K+ 4.86% |
$147K - $161K
|
34.1K
$3.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
5.07K+ 46.41% |
$471K - $516K
|
16K
$1.66M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
337+ 27.58% |
$31.3K - $34.3K
|
1.56K
$161K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
2.99KNew |
$277K - $304K
|
2.99K
$309K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
43New |
$4K - $4.38K
|
43
$4.45K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-187- 6.6% |
$17.4K - $19K
|
2.65K
$274K
|
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
109KNew |
$10.2M - $11.1M
|
109K
$11.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-121- 2.93% |
$11.2K - $12.3K
|
4.01K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
386+ 13.54% |
$35.9K - $39.3K
|
3.24K
$335K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.42K+ 83.71% |
$318K - $349K
|
7.51K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
275+ 39.45% |
$25.6K - $28K
|
972
$101K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.07K+ 29.68% |
$564K - $618K
|
26.5K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-209- 2.76% |
$19.4K - $21.3K
|
7.36K
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 5.0% |
$465 - $509
|
105
$10.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
2.73KNew |
$254K - $278K
|
2.73K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-25- 0.25% |
$2.32K - $2.55K
|
10.1K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
355+ 16.57% |
$33K - $36.1K
|
2.5K
$259K
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
28+ 0.29% |
$2.6K - $2.85K
|
9.64K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2.08K+ 1.82% |
$194K - $212K
|
117K
$12.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
42+ 0.94% |
$3.9K - $4.28K
|
4.53K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-71K- 12.15% |
$6.6M - $7.23M
|
513K
$53.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.5K+ 22.05% |
$790K - $865K
|
47K
$4.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
9.68K+ 60.09% |
$899K - $985K
|
25.8K
$2.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
51+ 0.98% |
$4.74K - $5.19K
|
5.24K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-1.57K- 24.11% |
$145K - $159K
|
4.93K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
2.25KNew |
$209K - $229K
|
2.25K
$233K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.32% |
$2.23K - $2.44K
|
7.56K
$783K
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-221- 3.26% |
$20.5K - $22.5K
|
6.55K
$678K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6+ 0.21% |
$558 - $611
|
2.82K
$292K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-62- 0.75% |
$5.76K - $6.31K
|
8.17K
$846K
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
BUY
|
- |
78.6K+ 20.93% |
$7.3M - $8M
|
454K
$47M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.12K+ 3.81% |
$104K - $114K
|
30.6K
$3.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-368- 11.2% |
$34.2K - $37.5K
|
2.92K
$302K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.81% |
$2.32K - $2.55K
|
3.11K
$322K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$279 - $305
|
4.87K
$505K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
4.9K+ 2.81% |
$455K - $499K
|
179K
$18.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.2K+ 6.53% |
$391K - $428K
|
68.6K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.01K- 0.81% |
$94.2K - $103K
|
123K
$12.8M
|