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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2025
Q1 2025
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
13.8KNew |
$1.27M - $1.51M
|
13.8K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.52KNew |
$417K - $493K
|
4.52K
$502K
|
|
|
May 06, 2025
Q1 2025
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
2.04KNew |
$188K - $222K
|
2.04K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-41- 66.13% |
$3.78K - $4.47K
|
21
$2.33K
|
|
|
May 05, 2025
Q1 2025
|
Amg National Trust Bank
|
BUY
|
- |
2.12KNew |
$195K - $231K
|
2.12K
$235K
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.9K- 56.07% |
$1.65M - $1.95M
|
14K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1.95KNew |
$180K - $213K
|
1.95K
$217K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 12.51% |
$10.6K - $12.5K
|
804
$89.2K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
2.98KNew |
$275K - $325K
|
2.98K
$331K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28- 45.16% |
$2.58K - $3.05K
|
34
$3.77K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.27K
|
11.7K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
363+ 2420.0% |
$33.4K - $39.6K
|
378
$41.9K
|
|
|
May 01, 2025
Q1 2025
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.24KNew |
$299K - $354K
|
3.24K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.67K - $3.16K
|
29
$3.22K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2.55KNew |
$235K - $278K
|
2.55K
$283K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61New |
$5.62K - $6.65K
|
61
$6.77K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-67- 1.15% |
$6.17K - $7.3K
|
5.75K
$638K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.78K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.04K+ 3.48% |
$96.1K - $114K
|
31K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-25- 20.16% |
$2.3K - $2.72K
|
99
$11K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
953New |
$87.8K - $104K
|
953
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.69% |
$3.68K - $4.36K
|
1.53K
$170K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-261- 9.58% |
$24K - $28.4K
|
2.46K
$273K
|
|
|
Apr 29, 2025
Q1 2025
|
Old Republic International Corp
Chicago, IL |
BUY
|
- |
3.95K+ 1.19% |
$364K - $430K
|
336K
$37.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.67% |
$9.21K - $10.9K
|
3.85K
$427K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 1.09% |
$92.1 - $109
|
91
$10.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.04KNew |
$188K - $222K
|
2.04K
$226K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 93.16% |
$140K - $166K
|
112
$12.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
1.05K+ 5.54% |
$96.9K - $115K
|
20K
$2.22M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53New |
$4.88K - $5.78K
|
53
$5.88K
|
|
|
Apr 24, 2025
Q1 2025
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
1.94KNew |
$179K - $212K
|
1.94K
$216K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.96% |
$3.22K - $3.81K
|
3.68K
$408K
|
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Enterprises, LLC
Appleton, WI |
SELL
|
- |
-461- 11.3% |
$42.5K - $50.2K
|
3.62K
$402K
|
|
|
Apr 24, 2025
Q1 2025
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.84KNew |
$170K - $201K
|
1.84K
$204K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Virginia
|
BUY
|
- |
2.1KNew |
$193K - $228K
|
2.1K
$232K
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
22.4KNew |
$2.06M - $2.44M
|
22.4K
$2.48M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-271- 79.24% |
$25K - $29.5K
|
71
$7.88K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 1.15% |
$3.22K - $3.81K
|
3.08K
$342K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4New |
$368 - $436
|
4
$444
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
214New |
$19.7K - $23.3K
|
214
$23.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-1.5K- 13.76% |
$138K - $163K
|
9.4K
$1.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
SELL
|
- |
-1.88K- 32.82% |
$173K - $205K
|
3.85K
$427K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 17.5% |
$37.9K - $44.8K
|
2.76K
$306K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15+ 10.42% |
$1.38K - $1.63K
|
159
$17.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-444- 9.62% |
$40.9K - $48.4K
|
4.17K
$463K
|
|
|
Apr 21, 2025
Q1 2025
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
1.92KNew |
$177K - $210K
|
1.92K
$213K
|
|
|
Apr 21, 2025
Q1 2025
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
BUY
|
- |
2.17KNew |
$200K - $236K
|
2.17K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
3.02KNew |
$278K - $329K
|
3.02K
$335K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 1.78% |
$4.97K - $5.88K
|
3.08K
$342K
|
|
|
Apr 16, 2025
Q1 2025
|
Shanker Valleau Wealth Advisors, Inc.
|
BUY
|
- |
1.99KNew |
$184K - $217K
|
1.99K
$221K
|
|