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 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-19.3K- 30.38% |
$1.79M - $1.96M
|
44.2K
$4.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-286- 2.25% |
$26.6K - $29.1K
|
12.4K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
68.9K+ 494.8% |
$6.4M - $7.01M
|
82.8K
$8.32M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
438+ 3.73% |
$40.7K - $44.6K
|
12.2K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-500- 12.33% |
$46.5K - $50.9K
|
3.56K
$357K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
205+ 9.09% |
$19.1K - $20.9K
|
2.46K
$247K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
519+ 7.67% |
$48.2K - $52.8K
|
7.29K
$732K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
285+ 12.12% |
$26.5K - $29K
|
2.64K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 5.46% |
$15K - $16.4K
|
3.11K
$312K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-29- 1.2% |
$2.7K - $2.95K
|
2.38K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 3.62% |
$929 - $1.02K
|
286
$28.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
744+ 3.56% |
$69.1K - $75.8K
|
21.6K
$2.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$92.9 - $102
|
2.3K
$231K
|
|
|
Jan 22, 2025
Q4 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
28KNew |
$2.6M - $2.85M
|
28K
$2.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 5.4% |
$153K - $167K
|
28.8K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 5.54% |
$1.39K - $1.53K
|
256
$25.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 2.42% |
$19.7K - $21.6K
|
8.97K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.04K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 0.28% |
$1.58K - $1.73K
|
6.02K
$605K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 1.52% |
$16.7K - $18.3K
|
12.1K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-971- 3.26% |
$90.2K - $98.9K
|
28.8K
$2.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-4.85K- 5.44% |
$451K - $494K
|
84.3K
$8.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
155+ 0.68% |
$14.4K - $15.8K
|
23K
$2.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 18.18% |
$372 - $407
|
18
$1.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$218K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-82- 3.34% |
$7.62K - $8.35K
|
2.37K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
100+ 4.77% |
$9.29K - $10.2K
|
2.2K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-8.2K- 10.01% |
$762K - $835K
|
73.7K
$7.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.75K+ 34.86% |
$162K - $178K
|
6.76K
$679K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-2.33K- 6.17% |
$217K - $237K
|
35.5K
$3.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
601+ 7.53% |
$55.9K - $61.2K
|
8.58K
$862K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 44.0% |
$1.02K - $1.12K
|
36
$3.62K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.59K- 3.02% |
$613K - $671K
|
212K
$21.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
74+ 0.13% |
$6.88K - $7.53K
|
56.4K
$5.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-2- 0.03% |
$186 - $204
|
6.77K
$680K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-365- 8.25% |
$33.9K - $37.2K
|
4.06K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-29.4K- 99.89% |
$2.73M - $2.99M
|
32
$3.21K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$2.42K - $2.65K
|
26
$2.61K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.05% |
$186 - $204
|
4.06K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
85+ 3.84% |
$7.9K - $8.65K
|
2.3K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 2.45% |
$158K - $173K
|
71K
$7.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 1.34% |
$102K - $112K
|
82.9K
$8.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
20.9K+ 46.49% |
$1.94M - $2.13M
|
65.9K
$6.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.13% |
$279 - $305
|
2.25K
$226K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 4.07% |
$24.2K - $26.5K
|
6.65K
$668K
|
|
|
Jan 17, 2025
Q4 2024
|
Inspire Investing, LLC
Meridian, ID |
SELL
|
- |
-207- 6.99% |
$19.2K - $21.1K
|
2.75K
$277K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.99% |
$4.28K - $4.68K
|
4.59K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 0.7% |
$1.3K - $1.43K
|
2.03K
$204K
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-449- 12.91% |
$41.7K - $45.7K
|
3.03K
$304K
|