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 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-3.95K- 0.8% |
$409K - $452K
|
490K
$54.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.95KNew |
$202K - $223K
|
1.95K
$216K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.83KNew |
$916K - $1.01M
|
8.83K
$980K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
16New |
$1.66K - $1.83K
|
16
$1.78K
|
|
|
Oct 29, 2025
Q3 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.77KNew |
$183K - $203K
|
1.77K
$196K
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
632+ 7.69% |
$65.5K - $72.4K
|
8.85K
$982K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-319- 13.36% |
$33.1K - $36.6K
|
2.07K
$230K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
50New |
$5.18K - $5.73K
|
50
$5.55K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-459- 6.97% |
$47.6K - $52.6K
|
6.12K
$679K
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-4.11K- 1.68% |
$426K - $471K
|
241K
$26.7M
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 50.0% |
$311 - $344
|
9
$999
|
|
|
Oct 28, 2025
Q3 2025
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-516- 5.79% |
$53.5K - $59.1K
|
8.4K
$932K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
BUY
|
- |
444+ 7.16% |
$46K - $50.9K
|
6.64K
$737K
|
|
|
Oct 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-968- 18.3% |
$100K - $111K
|
4.32K
$480K
|
|
|
Oct 28, 2025
Q3 2025
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
1.87KNew |
$194K - $214K
|
1.87K
$207K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
44+ 0.32% |
$4.56K - $5.04K
|
14K
$1.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-328Closed |
$34K - $37.6K
|
0
$0
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-459- 46.18% |
$47.6K - $52.6K
|
535
$59.4K
|
|
|
Oct 28, 2025
Q3 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-33- 1.83% |
$3.42K - $3.78K
|
1.77K
$197K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.04K+ 14.47% |
$211K - $233K
|
16.1K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.07KNew |
$733K - $810K
|
7.07K
$784K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
727+ 4.68% |
$75.4K - $83.3K
|
16.3K
$1.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
29+ 0.99% |
$3.01K - $3.32K
|
2.94K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-405- 3.24% |
$42K - $46.4K
|
12.1K
$1.34M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.84K+ 0.46% |
$398K - $440K
|
839K
$93.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
840+ 8.56% |
$87.1K - $96.3K
|
10.7K
$1.18M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-602- 1.71% |
$62.4K - $69K
|
34.5K
$3.83M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.1K+ 2.68% |
$218K - $241K
|
80.3K
$8.91M
|
|
|
Oct 27, 2025
Q3 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-341- 8.95% |
$35.3K - $39.1K
|
3.47K
$385K
|
|
|
Oct 27, 2025
Q3 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-3.43K- 26.05% |
$356K - $394K
|
9.75K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
1.54KNew |
$160K - $177K
|
1.54K
$171K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-95- 68.35% |
$9.85K - $10.9K
|
44
$4.88K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
3.05K+ 88.26% |
$316K - $349K
|
6.5K
$721K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
81+ 6.82% |
$8.4K - $9.28K
|
1.27K
$141K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.47K+ 18.05% |
$567K - $627K
|
35.8K
$3.97M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
18New |
$1.87K - $2.06K
|
18
$2K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
658+ 2.33% |
$68.2K - $75.4K
|
29K
$3.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
65+ 0.8% |
$6.74K - $7.45K
|
8.17K
$906K
|
|
|
Oct 27, 2025
Q3 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
359+ 18.16% |
$37.2K - $41.1K
|
2.34K
$259K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-500- 8.64% |
$51.8K - $57.3K
|
5.29K
$587K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
280+ 5.81% |
$29K - $32.1K
|
5.1K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
95+ 3.52% |
$9.85K - $10.9K
|
2.79K
$310K
|
|
|
Oct 27, 2025
Q3 2025
|
Meritage Portfolio Management
|
SELL
|
- |
-20.6K- 84.8% |
$2.13M - $2.36M
|
3.69K
$409K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.79KNew |
$186K - $205K
|
1.79K
$199K
|
|
|
Oct 24, 2025
Q3 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
510+ 1.15% |
$52.9K - $58.4K
|
44.8K
$4.97M
|
|
|
Oct 24, 2025
Q3 2025
|
Hudock, Inc.
|
SELL
|
- |
-404- 8.22% |
$41.9K - $46.3K
|
4.51K
$501K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
BUY
|
- |
664+ 4.33% |
$68.8K - $76.1K
|
16K
$1.78M
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.38% |
$415 - $458
|
1.06K
$117K
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-11- 19.3% |
$1.14K - $1.26K
|
46
$5.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
5+ 2.23% |
$518 - $573
|
229
$25.4K
|
|