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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1.4KNew |
$123K - $137K
|
1.4K
$150K
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.6KNew |
$404K - $449K
|
4.6K
$492K
|
|
|
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
$143K
|
|
|
Oct 18, 2022
Q2 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
111KNew |
$9.9M - $11M
|
111K
$11.9M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-489- 16.25% |
$43.5K - $48.5K
|
2.52K
$269K
|
|
|
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
$2.03K
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
CALL |
38.7KNew |
$3.44M - $3.84M
|
38.7K
$4.13M
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
867New |
$77.1K - $86.1K
|
867
$92.6K
|
|
|
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
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.47K+ 62.38% |
$130K - $146K
|
3.82K
$408K
|
|
|
Jul 22, 2021
Q2 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.91KClosed |
$259K - $289K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.1KNew |
$809K - $903K
|
9.1K
$972K
|
|
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-50- 15.06% |
$4.45K - $4.96K
|
282
$30.1K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112+ 63.64% |
$9.96K - $11.1K
|
288
$30.8K
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 0.8% |
$534 - $596
|
760
$81.2K
|
|
| Q1 2021 | |||||||
|
Aug 13, 2021
Q1 2021
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-2.94KClosed |
$237K - $279K
|
0
$0
|
|
|
Aug 11, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-120K- 97.56% |
$9.68M - $11.4M
|
3K
$320K
|
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-589Closed |
$47.5K - $55.8K
|
0
$0
|
|
|
May 20, 2021
Q1 2021
|
Tru Independence LLC
|
SELL
|
- |
-308Closed |
$24.8K - $29.2K
|
0
$0
|
|
|
May 19, 2021
Q1 2021
|
Clarity Financial LLC
|
SELL
|
- |
-21KClosed |
$1.7M - $1.99M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.24KClosed |
$181K - $213K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
302+ 12.32% |
$24.4K - $28.6K
|
2.75K
$294K
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-780Closed |
$62.9K - $73.9K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-28- 49.12% |
$2.26K - $2.65K
|
29
$3.1K
|
|