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 14, 2026
Q4 2025
|
Lantz Financial LLC
|
SELL
|
- |
-1.06K- 3.87% |
$117K - $125K
|
26.3K
$2.92M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-10.1K- 2.25% |
$1.11M - $1.18M
|
437K
$48.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-20- 11.9% |
$2.21K - $2.35K
|
148
$16.4K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.43KNew |
$158K - $168K
|
1.43K
$159K
|
|
|
Jan 14, 2026
Q4 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
149+ 2.93% |
$16.5K - $17.5K
|
5.23K
$580K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
23+ 0.78% |
$2.54K - $2.7K
|
2.96K
$329K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-44- 11.92% |
$4.87K - $5.17K
|
325
$36.1K
|
|
|
Jan 14, 2026
Q4 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.06K+ 55.8% |
$118K - $125K
|
2.97K
$329K
|
|
|
Jan 13, 2026
Q4 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
30+ 0.31% |
$3.32K - $3.53K
|
9.74K
$1.08M
|
|
|
Jan 13, 2026
Q4 2025
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
84+ 0.62% |
$9.29K - $9.87K
|
13.6K
$1.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
284+ 3.08% |
$31.4K - $33.4K
|
9.52K
$1.06M
|
|
|
Jan 13, 2026
Q4 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-46- 0.59% |
$5.09K - $5.41K
|
7.74K
$858K
|
|
|
Jan 13, 2026
Q4 2025
|
West Financial Advisors, LLC
|
BUY
|
- |
73New |
$8.07K - $8.58K
|
73
$8.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-386- 3.77% |
$42.7K - $45.4K
|
9.87K
$1.09M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
BUY
|
- |
95+ 0.67% |
$10.5K - $11.2K
|
14.3K
$1.59M
|
|
|
Jan 13, 2026
Q4 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
178+ 7.24% |
$19.7K - $20.9K
|
2.64K
$292K
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
125+ 6.51% |
$13.8K - $14.7K
|
2.05K
$227K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
471+ 8.46% |
$52.1K - $55.3K
|
6.04K
$670K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-14- 1.15% |
$1.55K - $1.65K
|
1.2K
$134K
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
19+ 0.6% |
$2.1K - $2.23K
|
3.2K
$355K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-136- 5.4% |
$15K - $16K
|
2.38K
$264K
|
|
|
Jan 13, 2026
Q4 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
68+ 70.1% |
$7.52K - $7.99K
|
165
$18.3K
|
|
|
Jan 13, 2026
Q4 2025
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-657- 8.01% |
$72.7K - $77.2K
|
7.55K
$838K
|
|
|
Jan 12, 2026
Q4 2025
|
Avanza Fonder Ab
Stockholm, V7 |
BUY
|
- |
1.03KNew |
$114K - $121K
|
1.03K
$114K
|
|
|
Jan 12, 2026
Q4 2025
|
First Bank & Trust
|
BUY
|
- |
645+ 20.44% |
$71.3K - $75.8K
|
3.8K
$422K
|
|
|
Jan 12, 2026
Q4 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
4.03K+ 4.93% |
$446K - $473K
|
85.8K
$9.52M
|
|
|
Jan 12, 2026
Q4 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-168- 3.99% |
$18.6K - $19.7K
|
4.04K
$448K
|
|
|
Jan 12, 2026
Q4 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-120- 2.07% |
$13.3K - $14.1K
|
5.66K
$629K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2+ 3.7% |
$221 - $235
|
56
$6.21K
|
|
|
Jan 12, 2026
Q4 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
76+ 1.44% |
$8.41K - $8.93K
|
5.35K
$593K
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-111- 4.24% |
$12.3K - $13K
|
2.51K
$278K
|
|
|
Jan 12, 2026
Q4 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-370- 14.81% |
$40.9K - $43.5K
|
2.13K
$236K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
51+ 0.86% |
$5.64K - $5.99K
|
5.97K
$662K
|
|
|
Jan 12, 2026
Q4 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-110- 1.0% |
$12.2K - $12.9K
|
10.9K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
4.82K+ 9.84% |
$533K - $566K
|
53.8K
$5.97M
|
|
|
Jan 12, 2026
Q4 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-2.05K- 9.37% |
$227K - $241K
|
19.8K
$2.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
787+ 19.77% |
$87.1K - $92.5K
|
4.77K
$529K
|
|
|
Jan 12, 2026
Q4 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-45- 10.23% |
$4.98K - $5.29K
|
395
$43.8K
|
|
|
Jan 12, 2026
Q4 2025
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
832+ 35.0% |
$92K - $97.8K
|
3.21K
$356K
|
|
|
Jan 12, 2026
Q4 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
372New |
$41.1K - $43.7K
|
372
$41.3K
|
|
|
Jan 09, 2026
Q4 2025
|
Diversified Trust CO
|
BUY
|
- |
411+ 7.16% |
$45.5K - $48.3K
|
6.15K
$683K
|
|
|
Jan 09, 2026
Q4 2025
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
58+ 2.7% |
$6.42K - $6.82K
|
2.21K
$245K
|
|
|
Jan 09, 2026
Q4 2025
|
Assenagon Asset Management S.A.
|
BUY
|
- |
86.2K+ 78.81% |
$9.54M - $10.1M
|
196K
$21.7M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
247K+ 687.58% |
$27.4M - $29.1M
|
283K
$31.4M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
592+ 1.64% |
$65.5K - $69.6K
|
36.7K
$4.07M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
58+ 2.1% |
$6.42K - $6.82K
|
2.83K
$313K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-9- 64.29% |
$995 - $1.06K
|
5
$555
|
|
|
Jan 08, 2026
Q4 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.91K+ 10.9% |
$211K - $224K
|
19.4K
$2.15M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
SELL
|
- |
-269- 7.21% |
$29.8K - $31.6K
|
3.46K
$384K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.17K- 1.07% |
$351K - $372K
|
293K
$32.5M
|
|