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 |
---|---|---|---|---|---|---|---|
May 07, 2019
Q1 2019
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-95Closed |
$6.42K - $7.59K
|
0
$0
|
|
May 06, 2019
Q1 2019
|
Family Legacy, Inc.
|
SELL
|
- |
-14Closed |
$946 - $1.12K
|
0
$0
|
|
Apr 24, 2019
Q1 2019
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
4.46KNew |
$302K - $357K
|
4.46K
$454K
|
|
Apr 22, 2019
Q1 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-40Closed |
$2.7K - $3.2K
|
0
$0
|
|
Apr 22, 2019
Q1 2019
|
Gyroscope Capital Management Group, LLC
|
SELL
|
CALL |
-4.1MClosed |
$277M - $328M
|
0
$0
|
|
Apr 17, 2019
Q1 2019
|
Trilogy Capital Inc.
|
SELL
|
- |
-9.05KClosed |
$612K - $723K
|
0
$0
|
|
Apr 05, 2019
Q1 2019
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.63KNew |
$178K - $210K
|
2.63K
$268K
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Impax Asset Management Group PLC
|
SELL
|
- |
-4.17KClosed |
$278K - $313K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
440New |
$29.3K - $33K
|
440
$44.8K
|
|
Feb 14, 2019
Q4 2018
|
Liberty Mutual Group Asset Management Inc.
Boston, MA |
SELL
|
- |
-12.6KClosed |
$841K - $945K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Srb Corp
Boston, MA |
SELL
|
- |
-8.22KClosed |
$548K - $616K
|
0
$0
|
|
Feb 14, 2019
Q4 2018
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-8.55KClosed |
$570K - $641K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Meitav Dash Investments LTD
|
SELL
|
- |
-6KClosed |
$400K - $450K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-12.5KClosed |
$835K - $939K
|
0
$0
|
|
Feb 13, 2019
Q4 2018
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-107KClosed |
$7.16M - $8.06M
|
0
$0
|
|
Feb 12, 2019
Q4 2018
|
Ballew Advisors, Inc
|
SELL
|
- |
-442Closed |
$29.5K - $33.1K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Tcw Group Inc
|
SELL
|
- |
-11.2KClosed |
$744K - $837K
|
0
$0
|
|
Feb 11, 2019
Q4 2018
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-32.3KClosed |
$2.15M - $2.42M
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Yorktown Management & Research CO Inc
|
SELL
|
- |
-3.9KClosed |
$260K - $292K
|
0
$0
|
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-511Closed |
$34.1K - $38.3K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
Ims Capital Management
|
SELL
|
- |
-56Closed |
$3.73K - $4.2K
|
0
$0
|
|
Feb 07, 2019
Q4 2018
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-355Closed |
$23.7K - $26.6K
|
0
$0
|
|
Feb 06, 2019
Q4 2018
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
430New |
$28.7K - $32.2K
|
430
$43.8K
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-57Closed |
$3.8K - $4.27K
|
0
$0
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-200Closed |
$13.3K - $15K
|
0
$0
|
|
Jan 16, 2019
Q4 2018
|
Beacon Financial Group
|
SELL
|
- |
-3.87KClosed |
$258K - $290K
|
0
$0
|
|
Jan 14, 2019
Q4 2018
|
True Private Wealth Advisors
|
SELL
|
- |
-502Closed |
$33.5K - $37.6K
|
0
$0
|
|
Q3 2018 | |||||||
Jan 16, 2019
Q3 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-716Closed |
$45.8K - $49.6K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.4KClosed |
$218K - $236K
|
0
$0
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
95.1KNew |
$6.09M - $6.59M
|
95.1K
$9.68M
|
|
Nov 14, 2018
Q3 2018
|
High Vista Strategies LLC
Boston, MA |
SELL
|
- |
-3.5KClosed |
$224K - $243K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.66KClosed |
$298K - $323K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.43KClosed |
$155K - $168K
|
0
$0
|
|
Nov 13, 2018
Q3 2018
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-811Closed |
$51.9K - $56.2K
|
0
$0
|
|
Nov 09, 2018
Q3 2018
|
Fosun International LTD
|
SELL
|
- |
-15.7KClosed |
$1.01M - $1.09M
|
0
$0
|
|
Nov 08, 2018
Q3 2018
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-59Closed |
$3.78K - $4.09K
|
0
$0
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-8Closed |
$512 - $554
|
0
$0
|
|
Oct 31, 2018
Q3 2018
|
St. Louis Trust CO
|
SELL
|
- |
-22.8KClosed |
$1.46M - $1.58M
|
0
$0
|
|
Oct 17, 2018
Q3 2018
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25Closed |
$1.6K - $1.73K
|
0
$0
|
|
Oct 16, 2018
Q3 2018
|
Norway Savings Bank
|
SELL
|
- |
-149Closed |
$9.54K - $10.3K
|
0
$0
|
|
Oct 15, 2018
Q3 2018
|
Kessler Investment Group, LLC
|
SELL
|
- |
-88Closed |
$5.63K - $6.1K
|
0
$0
|
|
Oct 05, 2018
Q3 2018
|
Optimum Investment Advisors
|
SELL
|
- |
-100Closed |
$6.4K - $6.93K
|
0
$0
|
|
Oct 05, 2018
Q3 2018
|
Kempner Capital Management Inc.
|
SELL
|
- |
-3.1KClosed |
$198K - $215K
|
0
$0
|
|
Q2 2018 | |||||||
Apr 05, 2024
Q2 2018
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-6.94KClosed |
$407K - $449K
|
0
$0
|
|
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$11.7K - $12.9K
|
200
$20.4K
|
|
Sep 04, 2018
Q2 2018
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-150Closed |
$8.79K - $9.7K
|
0
$0
|
|
Aug 22, 2018
Q2 2018
|
Mc Adam, LLC
|
SELL
|
- |
-62Closed |
$3.63K - $4.01K
|
0
$0
|
|
Aug 16, 2018
Q2 2018
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-1.38KClosed |
$80.6K - $88.9K
|
0
$0
|
|
Aug 14, 2018
Q2 2018
|
Holistic Financial Partners
|
SELL
|
- |
-121Closed |
$7.09K - $7.83K
|
0
$0
|
|
Aug 13, 2018
Q2 2018
|
Koch Industries Inc
Wichita, KS |
SELL
|
- |
-4.42KClosed |
$259K - $286K
|
0
$0
|