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 08, 2026
Q4 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
375+ 14.63% |
$41.5K - $44.1K
|
2.94K
$326K
|
|
|
Jan 08, 2026
Q4 2025
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
708+ 28.07% |
$78.3K - $83.2K
|
3.23K
$358K
|
|
|
Jan 08, 2026
Q4 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.07K- 9.06% |
$118K - $125K
|
10.7K
$1.19M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
120+ 1.52% |
$13.3K - $14.1K
|
8.01K
$889K
|
|
|
Jan 08, 2026
Q4 2025
|
Gradient Investments LLC
|
SELL
|
- |
-1.01K- 16.18% |
$112K - $119K
|
5.23K
$581K
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
64+ 8.28% |
$7.08K - $7.52K
|
837
$92.9K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 5.62% |
$553 - $588
|
84
$9.32K
|
|
|
Jan 08, 2026
Q4 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
250+ 14.89% |
$27.7K - $29.4K
|
1.93K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
602+ 5.74% |
$66.6K - $70.7K
|
11.1K
$1.23M
|
|
|
Jan 08, 2026
Q4 2025
|
Charles Schwab Trust CO
|
BUY
|
- |
2.41KNew |
$266K - $283K
|
2.41K
$267K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.37K- 27.42% |
$151K - $160K
|
3.61K
$401K
|
|
|
Jan 08, 2026
Q4 2025
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.71K- 55.54% |
$299K - $318K
|
2.17K
$240K
|
|
|
Jan 08, 2026
Q4 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
24+ 800.0% |
$2.65K - $2.82K
|
27
$3K
|
|
|
Jan 07, 2026
Q4 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
1.69K+ 16.98% |
$186K - $198K
|
11.6K
$1.29M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-115- 1.94% |
$12.7K - $13.5K
|
5.81K
$644K
|
|
|
Jan 07, 2026
Q4 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
36+ 1.06% |
$3.98K - $4.23K
|
3.44K
$381K
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-4- 9.09% |
$442 - $470
|
40
$4.44K
|
|
|
Jan 07, 2026
Q4 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
200+ 256.41% |
$22.1K - $23.5K
|
278
$30.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-11- 0.49% |
$1.22K - $1.29K
|
2.25K
$249K
|
|
|
Jan 07, 2026
Q4 2025
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-63- 3.1% |
$6.97K - $7.4K
|
1.97K
$218K
|
|
|
Jan 07, 2026
Q4 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-230- 2.08% |
$25.4K - $27K
|
10.8K
$1.2M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
55+ 1.09% |
$6.08K - $6.46K
|
5.11K
$567K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
BUY
|
- |
175+ 8.63% |
$19.4K - $20.6K
|
2.2K
$244K
|
|
|
Jan 05, 2026
Q4 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
104+ 54.74% |
$11.5K - $12.2K
|
294
$32.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-266- 0.45% |
$29.4K - $31.3K
|
58.6K
$6.5M
|
|
|
Jan 05, 2026
Q4 2025
|
Confluence Investment Management LLC
|
SELL
|
- |
-63.2K- 4.55% |
$6.99M - $7.43M
|
1.33M
$147M
|
|
|
Jan 05, 2026
Q4 2025
|
Park National Corp
|
BUY
|
- |
132K+ 4008.64% |
$14.6M - $15.5M
|
135K
$15M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-22Closed |
$2.43K - $2.59K
|
0
$0
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
27+ 0.73% |
$2.99K - $3.17K
|
3.74K
$415K
|
|
|
Jan 02, 2026
Q4 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
630+ 250.0% |
$69.7K - $74K
|
882
$97.9K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
701+ 3.42% |
$77.5K - $82.4K
|
21.2K
$2.35M
|
|
| Q3 2025 | |||||||
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-87.8K- 45.84% |
$9.11M - $10.1M
|
104K
$11.5M
|
|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77+ 4.74% |
$7.98K - $8.82K
|
1.7K
$189K
|
|
|
Dec 15, 2025
Q3 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 2.03% |
$31.1K - $34.4K
|
14.5K
$1.6M
|
|
|
Dec 15, 2025
Q3 2025
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-1.58K- 13.82% |
$164K - $181K
|
9.85K
$1.09M
|
|
|
Dec 03, 2025
Q3 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.58% |
$518 - $573
|
862
$95.7K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
591+ 4.45% |
$61.3K - $67.7K
|
13.9K
$1.54M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-174- 0.4% |
$18K - $19.9K
|
43.1K
$4.79M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
145New |
$15K - $16.6K
|
145
$16.1K
|
|
|
Nov 25, 2025
Q3 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
312New |
$32.3K - $35.8K
|
312
$34.6K
|
|
|
Nov 24, 2025
Q3 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
- |
6.84K+ 104.19% |
$709K - $784K
|
13.4K
$1.49M
|
|
|
Nov 21, 2025
Q3 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 17.24% |
$518 - $573
|
34
$3.77K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-47.8K- 47.78% |
$4.95M - $5.47M
|
52.2K
$5.79M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-10.9K- 20.04% |
$1.13M - $1.25M
|
43.6K
$4.83M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
425+ 19.44% |
$44.1K - $48.7K
|
2.61K
$290K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-3.24K- 24.64% |
$336K - $371K
|
9.9K
$1.1M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.59K+ 111.05% |
$165K - $182K
|
3.02K
$335K
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
273+ 0.67% |
$28.3K - $31.3K
|
41.3K
$4.58M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.4K+ 32.97% |
$145K - $161K
|
5.65K
$627K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.68K+ 5.31% |
$175K - $193K
|
33.4K
$3.71M
|
|