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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-403- 16.51% |
$36.4K - $43.6K
|
2.04K
$209K
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-22Closed |
$1.99K - $2.38K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
BUY
|
- |
2KNew |
$181K - $217K
|
2K
$205K
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 19.35% |
$2.71K - $3.25K
|
125
$12.8K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
213+ 53.25% |
$19.2K - $23.1K
|
613
$62.8K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-134Closed |
$12.1K - $14.5K
|
0
$0
|
|
Q1 2022 | |||||||
May 15, 2023
Q1 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-3K- 40.02% |
$265K - $301K
|
4.5K
$461K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-450Closed |
$39.8K - $45.1K
|
0
$0
|
|
May 25, 2022
Q1 2022
|
L.M. Kohn & Company
|
BUY
|
- |
2.08KNew |
$184K - $209K
|
2.08K
$213K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-42Closed |
$3.71K - $4.21K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.67KNew |
$236K - $268K
|
2.67K
$273K
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12Closed |
$1.06K - $1.2K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-369Closed |
$32.6K - $37K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
SELL
|
PUT |
-1.7K- 39.53% |
$150K - $170K
|
2.6K
$266K
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
262New |
$23.1K - $26.3K
|
262
$26.8K
|
|
May 16, 2022
Q1 2022
|
Pluribus Labs, LLC
Mill Valley, CA |
SELL
|
- |
-3.84KClosed |
$339K - $385K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-27Closed |
$2.39K - $2.71K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-109Closed |
$9.63K - $10.9K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-60.8KClosed |
$5.38M - $6.1M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-100Closed |
$8.83K - $10K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-250- 4.67% |
$22.1K - $25.1K
|
5.1K
$522K
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-3.07KClosed |
$271K - $308K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-10KClosed |
$887K - $1.01M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-21Closed |
$1.86K - $2.11K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Engine No. 1 LLC
San Francisco, CA |
SELL
|
- |
-2.16KClosed |
$191K - $217K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-2.51KClosed |
$221K - $251K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Horizon Wealth Management, LLC
|
BUY
|
- |
2.04KNew |
$180K - $205K
|
2.04K
$209K
|
|
May 12, 2022
Q1 2022
|
Capitolis Advisors LLC
New York, NY |
SELL
|
- |
-25.5KClosed |
$2.25M - $2.56M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-11.5KClosed |
$1.02M - $1.15M
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-107Closed |
$9.45K - $10.7K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-34Closed |
$3K - $3.41K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-798Closed |
$70.5K - $80K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.74K- 21.08% |
$330K - $375K
|
14K
$1.43M
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-978Closed |
$86.4K - $98.1K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Spider Rock Advisors, LLC
|
SELL
|
PUT |
-6.9KClosed |
$610K - $692K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-44Closed |
$3.89K - $4.41K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
5.57KNew |
$492K - $559K
|
5.57K
$571K
|
|
May 02, 2022
Q1 2022
|
Manteio Capital LLC
|
SELL
|
- |
-3.79KClosed |
$335K - $380K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-564Closed |
$49.8K - $56.6K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
139New |
$12.3K - $13.9K
|
139
$14.2K
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
450New |
$39.8K - $45.1K
|
450
$46.1K
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-50Closed |
$4.42K - $5.01K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
SELL
|
- |
-412- 6.02% |
$36.4K - $41.3K
|
6.43K
$659K
|
|
Apr 21, 2022
Q1 2022
|
First Fiduciary Investment Counsel, Inc.
|
SELL
|
- |
-400- 9.88% |
$35.3K - $40.1K
|
3.65K
$374K
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
337New |
$29.8K - $33.8K
|
337
$34.5K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-500Closed |
$44.2K - $50.1K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-489Closed |
$43.2K - $49K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-724- 23.27% |
$64K - $72.6K
|
2.39K
$245K
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
SELL
|
- |
-34Closed |
$3K - $3.41K
|
0
$0
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.29KClosed |
$114K - $129K
|
0
$0
|