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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
SELL
|
- |
-14.5K- 31.95% |
$1.16M - $1.34M
|
30.9K
$3.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
411+ 10.01% |
$32.8K - $38K
|
4.52K
$465K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 1.1% |
$16K - $18.5K
|
18K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.8KNew |
$143K - $166K
|
1.8K
$185K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
200+ 6.15% |
$16K - $18.5K
|
3.45K
$355K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
26.9KNew |
$2.15M - $2.49M
|
26.9K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.36K+ 19.23% |
$108K - $126K
|
8.42K
$867K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-277- 2.18% |
$22.1K - $25.6K
|
12.4K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
16+ 9.58% |
$1.28K - $1.48K
|
183
$18.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.3KNew |
$423K - $490K
|
5.3K
$546K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
10+ 0.37% |
$799 - $925
|
2.7K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
62.2KNew |
$4.97M - $5.75M
|
62.2K
$6.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-88- 2.02% |
$7.03K - $8.14K
|
4.26K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-1.25K- 27.47% |
$99.9K - $116K
|
3.3K
$340K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
62New |
$4.95K - $5.74K
|
62
$6.38K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
SELL
|
- |
-10.4K- 1.74% |
$828K - $960K
|
585K
$60.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.41K- 0.98% |
$113K - $131K
|
143K
$14.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
32New |
$2.56K - $2.96K
|
32
$3.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
29+ 8.68% |
$2.32K - $2.68K
|
363
$37.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.03KNew |
$402K - $465K
|
5.03K
$518K
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-973- 64.1% |
$77.7K - $90K
|
545
$56.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.06KNew |
$324K - $376K
|
4.06K
$418K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.8KNew |
$941K - $1.09M
|
11.8K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.2K- 5.16% |
$256K - $296K
|
58.8K
$6.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
467New |
$37.3K - $43.2K
|
467
$48.1K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-35- 3.21% |
$2.8K - $3.24K
|
1.06K
$109K
|
|
|
Oct 30, 2023
Q3 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
SELL
|
- |
-1.57K- 20.75% |
$125K - $145K
|
5.99K
$617K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
145New |
$11.6K - $13.4K
|
145
$14.9K
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-350- 10.5% |
$28K - $32.4K
|
2.98K
$307K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
102+ 68.0% |
$8.15K - $9.44K
|
252
$25.9K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
444+ 4.57% |
$35.5K - $41.1K
|
10.2K
$1.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
36New |
$2.88K - $3.33K
|
36
$3.71K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 1.52% |
$79.9 - $92.5
|
67
$6.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 10.24% |
$3.04K - $3.52K
|
333
$34.3K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-793- 19.15% |
$63.3K - $73.4K
|
3.35K
$345K
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-165- 80.88% |
$13.2K - $15.3K
|
39
$4.02K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-60- 10.0% |
$4.79K - $5.55K
|
540
$55.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
9.4KNew |
$751K - $870K
|
9.4K
$968K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
43New |
$3.43K - $3.98K
|
43
$4.43K
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.39K- 28.14% |
$111K - $129K
|
3.56K
$366K
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-45- 1.51% |
$3.59K - $4.16K
|
2.94K
$303K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
342+ 1.14% |
$27.3K - $31.6K
|
30.3K
$3.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-45- 1.42% |
$3.59K - $4.16K
|
3.12K
$321K
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
209+ 6.6% |
$16.7K - $19.3K
|
3.38K
$348K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
178New |
$14.2K - $16.5K
|
178
$18.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-150- 60.0% |
$12K - $13.9K
|
100
$10.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
112New |
$8.95K - $10.4K
|
112
$11.5K
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4- 0.17% |
$345 - $395
|
2.41K
$248K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$862 - $986
|
10
$1.03K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
120New |
$10.3K - $11.8K
|
120
$12.4K
|
|