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 16, 2025
Q3 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-153- 2.7% |
$15.9K - $17.5K
|
5.52K
$612K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
1.8KNew |
$186K - $206K
|
1.8K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
97+ 606.25% |
$10.1K - $11.1K
|
113
$12.5K
|
|
|
Oct 16, 2025
Q3 2025
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-20.8K- 12.82% |
$2.16M - $2.38M
|
141K
$15.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
376+ 4.47% |
$39K - $43.1K
|
8.78K
$974K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-3- 0.13% |
$311 - $344
|
2.23K
$247K
|
|
|
Oct 16, 2025
Q3 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.8KNew |
$187K - $206K
|
1.8K
$200K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.08K+ 10.73% |
$112K - $124K
|
11.1K
$1.24M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
136+ 0.72% |
$14.1K - $15.6K
|
19.1K
$2.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
SELL
|
- |
-4- 0.1% |
$415 - $458
|
4.16K
$462K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-238- 7.97% |
$24.7K - $27.3K
|
2.75K
$305K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.98KNew |
$413K - $456K
|
3.98K
$442K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
110+ 3.01% |
$11.4K - $12.6K
|
3.77K
$418K
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-9.23K- 99.67% |
$956K - $1.06M
|
31
$3.44K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
71+ 1.22% |
$7.36K - $8.14K
|
5.89K
$654K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
744+ 3.09% |
$77.1K - $85.3K
|
24.8K
$2.76M
|
|
|
Oct 15, 2025
Q3 2025
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-850- 23.49% |
$88.1K - $97.4K
|
2.77K
$307K
|
|
|
Oct 15, 2025
Q3 2025
|
Zwj Investment Counsel Inc
|
BUY
|
- |
31+ 0.84% |
$3.21K - $3.55K
|
3.72K
$413K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-221- 10.8% |
$22.9K - $25.3K
|
1.83K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
103+ 4.18% |
$10.7K - $11.8K
|
2.57K
$285K
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-29- 1.07% |
$3.01K - $3.32K
|
2.69K
$299K
|
|
|
Oct 15, 2025
Q3 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-13.5K- 33.23% |
$1.4M - $1.55M
|
27.1K
$3.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 0.88% |
$104 - $115
|
115
$12.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.11K+ 22.53% |
$530K - $586K
|
27.8K
$3.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
BUY
|
- |
79+ 3.26% |
$8.19K - $9.05K
|
2.5K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
874+ 37.37% |
$90.6K - $100K
|
3.21K
$357K
|
|
|
Oct 14, 2025
Q3 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-711- 2.74% |
$73.7K - $81.5K
|
25.2K
$2.8M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.96K+ 57.64% |
$410K - $453K
|
10.8K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.43K- 6.94% |
$356K - $393K
|
46K
$5.11M
|
|
|
Oct 14, 2025
Q3 2025
|
Old National Bancorp
|
SELL
|
- |
-3- 0.1% |
$311 - $344
|
2.98K
$331K
|
|
|
Oct 14, 2025
Q3 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-72- 1.65% |
$7.46K - $8.25K
|
4.29K
$476K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
95+ 0.47% |
$9.85K - $10.9K
|
20.1K
$2.23M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-3.77K- 5.32% |
$391K - $432K
|
67.1K
$7.45M
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
235+ 6.15% |
$24.4K - $26.9K
|
4.06K
$450K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
10+ 0.38% |
$1.04K - $1.15K
|
2.62K
$291K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-229- 1.07% |
$23.7K - $26.2K
|
21.1K
$2.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
239+ 14.46% |
$24.8K - $27.4K
|
1.89K
$210K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomasville National Bank
|
BUY
|
- |
3.2K+ 1.71% |
$332K - $367K
|
190K
$21.1M
|
|
|
Oct 10, 2025
Q3 2025
|
Chicago Trust CO Na
|
BUY
|
- |
5+ 0.07% |
$518 - $573
|
7.62K
$845K
|
|
|
Oct 10, 2025
Q3 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
1.83KNew |
$190K - $210K
|
1.83K
$203K
|
|
|
Oct 10, 2025
Q3 2025
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-146- 0.16% |
$15.1K - $16.7K
|
92.6K
$10.3M
|
|
|
Oct 09, 2025
Q3 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1+ 6.67% |
$104 - $115
|
16
$1.78K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
352+ 4.15% |
$36.5K - $40.3K
|
8.84K
$980K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-22K- 23.46% |
$2.28M - $2.52M
|
71.7K
$7.96M
|
|
|
Oct 09, 2025
Q3 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$104 - $115
|
263
$29.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.86KNew |
$193K - $213K
|
1.86K
$206K
|
|
|
Oct 09, 2025
Q3 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-983- 34.52% |
$102K - $113K
|
1.87K
$207K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-77- 2.06% |
$7.98K - $8.82K
|
3.66K
$406K
|
|
|
Oct 09, 2025
Q3 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.88KNew |
$195K - $216K
|
1.88K
$209K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 1.85% |
$153K - $169K
|
78.5K
$8.71M
|
|