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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$308 - $348
|
4
$412
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-486- 12.13% |
$37.4K - $42.3K
|
3.52K
$363K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 0.99% |
$77 - $87
|
100
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.77KNew |
$214K - $241K
|
2.77K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-537- 62.88% |
$41.4K - $46.7K
|
317
$32.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-15- 0.35% |
$1.16K - $1.31K
|
4.27K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-30- 3.61% |
$2.31K - $2.61K
|
800
$82.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Reaves W H & CO Inc
|
SELL
|
- |
-318K- 91.82% |
$24.5M - $27.6M
|
28.3K
$2.91M
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
4.9KNew |
$377K - $426K
|
4.9K
$505K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$163K - $184K
|
2.11K
$217K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88KNew |
$222K - $250K
|
2.88K
$296K
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.53KNew |
$426K - $481K
|
5.53K
$569K
|
|
|
Feb 02, 2024
Q4 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
16.7K+ 607.83% |
$1.29M - $1.45M
|
19.4K
$2M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
583+ 7.64% |
$44.9K - $50.7K
|
8.21K
$846K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
457+ 377.69% |
$35.2K - $39.8K
|
578
$59.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 3.69% |
$4.47K - $5.05K
|
1.51K
$156K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$12.9K - $14.5K
|
167
$17.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$9.27K
|
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
23.6KNew |
$1.82M - $2.06M
|
23.6K
$2.43M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-5.6K- 6.33% |
$431K - $487K
|
82.8K
$8.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-291- 10.01% |
$22.4K - $25.3K
|
2.62K
$269K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
303New |
$23.3K - $26.4K
|
303
$31.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-626- 7.93% |
$48.2K - $54.5K
|
7.27K
$749K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$693 - $783
|
9
$927
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$199K - $225K
|
2.58K
$266K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$187K - $211K
|
2.42K
$250K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$2.31K - $2.61K
|
30
$3.09K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-286K- 100.0% |
$22M - $24.9M
|
14
$1.44K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
9.57KNew |
$737K - $832K
|
9.57K
$985K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-247- 4.2% |
$19K - $21.5K
|
5.64K
$581K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 21.76% |
$7.63K - $8.61K
|
356
$36.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-40- 7.17% |
$3.08K - $3.48K
|
518
$53.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 1.26% |
$2.93K - $3.31K
|
2.97K
$306K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.94% |
$1.46K - $1.65K
|
2.04K
$210K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.19K+ 2.95% |
$91.9K - $104K
|
41.7K
$4.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-82- 3.59% |
$6.32K - $7.13K
|
2.2K
$227K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-32- 1.21% |
$2.46K - $2.78K
|
2.61K
$269K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-325- 0.38% |
$25K - $28.3K
|
85.7K
$8.82M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.07% |
$154 - $174
|
2.79K
$287K
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
65.6KNew |
$5.24M - $6.07M
|
65.6K
$6.75M
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-55.9K- 11.55% |
$4.46M - $5.17M
|
428K
$44.1M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.12KNew |
$89.4K - $104K
|
1.12K
$115K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-5Closed |
$399 - $463
|
0
$0
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
27New |
$2.16K - $2.5K
|
27
$2.78K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$234K - $271K
|
2.93K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-89- 14.81% |
$7.11K - $8.24K
|
512
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.01K- 51.38% |
$640K - $741K
|
7.58K
$780K
|
|
|
Nov 14, 2023
Q3 2023
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-6.81K- 16.43% |
$544K - $630K
|
34.6K
$3.57M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
25KNew |
$2M - $2.31M
|
25K
$2.57M
|
|