Latest Institutional Purchases of Wec Energy Group, Inc. (WEC)
This list provides information on the latest institutional transactions involving Wec Energy Group, Inc. (WEC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3KNew |
$254K - $287K
|
3.3K
$349K
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
2.88KNew |
$222K - $250K
|
2.88K
$305K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
2.77KNew |
$214K - $241K
|
2.77K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
2.6KNew |
$200K - $226K
|
2.6K
$275K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.58KNew |
$199K - $225K
|
2.58K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.42KNew |
$187K - $211K
|
2.42K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$163K - $184K
|
2.11K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
1.62K+ 33.05% |
$125K - $141K
|
6.52K
$689K
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
BUY
|
- |
1.19K+ 2.95% |
$91.9K - $104K
|
41.7K
$4.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
900New |
$69.3K - $78.3K
|
900
$95.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
736+ 15.69% |
$56.7K - $64K
|
5.43K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
642New |
$49.5K - $55.9K
|
642
$67.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
583+ 7.64% |
$44.9K - $50.7K
|
8.21K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
457+ 377.69% |
$35.2K - $39.8K
|
578
$61.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
348New |
$26.8K - $30.3K
|
348
$36.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
342+ 0.4% |
$26.3K - $29.8K
|
85.2K
$9.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
303New |
$23.3K - $26.4K
|
303
$32.1K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$15.4K - $17.4K
|
200
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
CALL |
200New |
$15.4K - $17.4K
|
200
$21.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
167New |
$12.9K - $14.5K
|
167
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
137New |
$10.6K - $11.9K
|
137
$14.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
128New |
$9.86K - $11.1K
|
128
$13.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
120New |
$9.24K - $10.4K
|
120
$12.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
111New |
$8.55K - $9.66K
|
111
$11.7K
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
100+ 1000.0% |
$7.7K - $8.7K
|
110
$11.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
90New |
$6.93K - $7.83K
|
90
$9.52K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
58New |
$4.47K - $5.05K
|
58
$6.14K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
54New |
$4.16K - $4.7K
|
54
$5.71K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40New |
$3.08K - $3.48K
|
40
$4.23K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
38New |
$2.93K - $3.31K
|
38
$4.02K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
30New |
$2.31K - $2.61K
|
30
$3.17K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
27New |
$2.08K - $2.35K
|
27
$2.86K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
19+ 0.94% |
$1.46K - $1.65K
|
2.04K
$215K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
18New |
$1.39K - $1.57K
|
18
$1.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
9New |
$693 - $783
|
9
$952
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4New |
$308 - $348
|
4
$423
|
|
| Q3 2023 | |||||||
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
65.6KNew |
$5.24M - $6.07M
|
65.6K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
62.2KNew |
$4.97M - $5.75M
|
62.2K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
26.9KNew |
$2.15M - $2.49M
|
26.9K
$2.84M
|
|
|
Nov 14, 2023
Q3 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
25KNew |
$2M - $2.31M
|
25K
$2.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
11.8KNew |
$941K - $1.09M
|
11.8K
$1.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Toews Corp
|
BUY
|
- |
9.4KNew |
$751K - $870K
|
9.4K
$994K
|
|
|
Nov 14, 2023
Q3 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
5.3KNew |
$423K - $490K
|
5.3K
$561K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.03KNew |
$402K - $465K
|
5.03K
$532K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
4.06KNew |
$324K - $376K
|
4.06K
$429K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$234K - $271K
|
2.93K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.8KNew |
$143K - $166K
|
1.8K
$190K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.36K+ 19.23% |
$108K - $126K
|
8.42K
$891K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.12KNew |
$89.4K - $104K
|
1.12K
$118K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
467New |
$37.3K - $43.2K
|
467
$49.4K
|
|