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 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-32- 1.34% |
$2.81K - $3.12K
|
2.35K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-13.6KClosed |
$1.19M - $1.33M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 14.63% |
$26.3K - $29.3K
|
2.35K
$241K
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-1.26KClosed |
$110K - $122K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
504New |
$44.2K - $49.2K
|
504
$51.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Bp PLC
|
SELL
|
- |
-7.23KClosed |
$634K - $705K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-19Closed |
$1.67K - $1.85K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-420Closed |
$36.9K - $41K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-7- 14.29% |
$614 - $683
|
42
$4.3K
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.74KClosed |
$240K - $267K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
O'Shares Investment Advisers, LLC
|
SELL
|
- |
-28.8KClosed |
$2.53M - $2.81M
|
0
$0
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
SELL
|
- |
-138- 5.52% |
$12.1K - $13.5K
|
2.36K
$242K
|
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-416- 6.96% |
$36.5K - $40.6K
|
5.57K
$570K
|
|
|
Oct 25, 2021
Q3 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-10.2KClosed |
$896K - $996K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Exos Asset Management LLC
New York, NY |
SELL
|
- |
-311Closed |
$27.3K - $30.4K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1.4KNew |
$123K - $137K
|
1.4K
$143K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.6KNew |
$404K - $449K
|
4.6K
$471K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-200Closed |
$17.6K - $19.5K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-205Closed |
$18K - $20K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-4.88KClosed |
$428K - $476K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-4.96KClosed |
$435K - $484K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-2.82KClosed |
$247K - $275K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-114Closed |
$10K - $11.1K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jan 09, 2024
Q2 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-124K- 98.93% |
$11M - $12.3M
|
1.34K
$137K
|
|
|
Oct 18, 2022
Q2 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
111KNew |
$9.9M - $11M
|
111K
$11.4M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-489- 16.25% |
$43.5K - $48.5K
|
2.52K
$258K
|
|
|
Aug 19, 2021
Q2 2021
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.08KClosed |
$362K - $404K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.53KClosed |
$225K - $251K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-91Closed |
$8.09K - $9.03K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.4KClosed |
$124K - $138K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-1.6KClosed |
$142K - $159K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Manatuck Hill Partners, LLC
Westport, CT |
SELL
|
- |
-10KClosed |
$890K - $993K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-60Closed |
$5.34K - $5.96K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-2.48KClosed |
$221K - $246K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-11.7KClosed |
$1.04M - $1.16M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$1.69K - $1.89K
|
19
$1.95K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
CALL |
38.7KNew |
$3.44M - $3.84M
|
38.7K
$3.96M
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
867New |
$77.1K - $86.1K
|
867
$88.8K
|
|
|
Aug 12, 2021
Q2 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-15Closed |
$1.33K - $1.49K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.37KClosed |
$300K - $334K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-189Closed |
$16.8K - $18.8K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-2.46KClosed |
$219K - $244K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Members Trust CO
|
SELL
|
- |
-2.24KClosed |
$199K - $223K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-159Closed |
$14.1K - $15.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-919Closed |
$81.7K - $91.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-213Closed |
$18.9K - $21.1K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-929Closed |
$82.6K - $92.2K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Covenant Partners, LLC
|
SELL
|
- |
-2.39KClosed |
$213K - $237K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-5.88KClosed |
$523K - $584K
|
0
$0
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.17KClosed |
$460K - $513K
|
0
$0
|
|