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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
2.06KNew |
$179K - $203K
|
2.06K
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.27KNew |
$110K - $125K
|
1.27K
$126K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
360New |
$31.3K - $35.4K
|
360
$35.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
331New |
$28.8K - $32.6K
|
331
$32.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
105New |
$9.13K - $10.3K
|
105
$10.4K
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
100New |
$8.69K - $9.84K
|
100
$9.93K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
37+ 2.2% |
$3.22K - $3.64K
|
1.72K
$171K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
35+ 1.45% |
$3.04K - $3.44K
|
2.44K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
11New |
$956 - $1.08K
|
11
$1.09K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
4.6KNew |
$404K - $449K
|
4.6K
$457K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
BUY
|
PUT |
1.4KNew |
$123K - $137K
|
1.4K
$139K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
504New |
$44.2K - $49.2K
|
504
$50K
|
|
|
Nov 12, 2021
Q3 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
300+ 14.63% |
$26.3K - $29.3K
|
2.35K
$233K
|
|
| Q2 2021 | |||||||
|
Oct 18, 2022
Q2 2021
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
111KNew |
$9.9M - $11M
|
111K
$11M
|
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
CALL |
38.7KNew |
$3.44M - $3.84M
|
38.7K
$3.84M
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
9.1KNew |
$809K - $903K
|
9.1K
$903K
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
BUY
|
- |
1.47K+ 62.38% |
$130K - $146K
|
3.82K
$379K
|
|
|
Aug 13, 2021
Q2 2021
|
Boit C F David
Boston, MA |
BUY
|
- |
867New |
$77.1K - $86.1K
|
867
$86.1K
|
|
|
Jul 20, 2021
Q2 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
112+ 63.64% |
$9.96K - $11.1K
|
288
$28.6K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
19New |
$1.69K - $1.89K
|
19
$1.89K
|
|
|
Jul 14, 2021
Q2 2021
|
Pflug Koory, LLC
|
BUY
|
- |
6+ 0.8% |
$534 - $596
|
760
$75.4K
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
BUY
|
- |
3.5KNew |
$282K - $332K
|
3.5K
$347K
|
|
|
May 12, 2021
Q1 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
554New |
$44.7K - $52.5K
|
554
$55K
|
|
|
May 17, 2021
Q1 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
302+ 12.32% |
$24.4K - $28.6K
|
2.75K
$273K
|
|
|
May 13, 2021
Q1 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
82New |
$6.61K - $7.77K
|
82
$8.14K
|
|
| Q4 2020 | |||||||
|
Feb 11, 2021
Q4 2020
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
5.08KNew |
$450K - $533K
|
5.08K
$504K
|
|
|
Feb 11, 2021
Q4 2020
|
Estate Counselors, LLC
|
BUY
|
- |
602New |
$53.4K - $63.1K
|
602
$59.8K
|
|
|
Mar 10, 2021
Q4 2020
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
480New |
$42.6K - $50.3K
|
480
$47.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
375New |
$33.3K - $39.3K
|
375
$37.2K
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
279New |
$24.7K - $29.3K
|
279
$27.7K
|
|
|
Feb 03, 2021
Q4 2020
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
165New |
$14.6K - $17.3K
|
165
$16.4K
|
|
|
Jan 27, 2021
Q4 2020
|
High Mark Wealth Management LLC
|
BUY
|
- |
100New |
$8.87K - $10.5K
|
100
$9.93K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
213New |
$18.6K - $21.1K
|
213
$21.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
398+ 43.74% |
$33.2K - $39.9K
|
1.31K
$130K
|
|
|
Jul 24, 2020
Q2 2020
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
186New |
$15.5K - $18.7K
|
186
$18.5K
|
|
|
Jul 13, 2020
Q2 2020
|
Cordasco Financial Network
|
BUY
|
- |
80New |
$6.68K - $8.03K
|
80
$7.94K
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Searle & Co.
|
BUY
|
- |
1K+ 13.89% |
$70.9K - $105K
|
8.2K
$814K
|
|
| Q2 2019 | |||||||
|
Aug 27, 2019
Q2 2019
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
430New |
$32.8K - $36.7K
|
430
$42.7K
|
|
| Q1 2019 | |||||||
|
Apr 24, 2019
Q1 2019
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
4.46KNew |
$302K - $357K
|
4.46K
$443K
|
|
|
Apr 05, 2019
Q1 2019
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
2.63KNew |
$178K - $210K
|
2.63K
$261K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
440New |
$29.3K - $33K
|
440
$43.7K
|
|
|
Feb 06, 2019
Q4 2018
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
430New |
$28.7K - $32.2K
|
430
$42.7K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
95.1KNew |
$6.09M - $6.59M
|
95.1K
$9.44M
|
|
| Q2 2018 | |||||||
|
Jan 29, 2020
Q2 2018
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
CALL |
200New |
$11.7K - $12.9K
|
200
$19.9K
|
|
|
Aug 01, 2018
Q2 2018
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
13New |
$762 - $841
|
13
$1.29K
|
|
| Q1 2018 | |||||||
|
Oct 04, 2024
Q1 2018
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.12K+ 111.55% |
$245K - $271K
|
7.82K
$776K
|
|
|
May 04, 2018
Q1 2018
|
Bray Capital Advisors
|
BUY
|
- |
1.59KNew |
$94.7K - $105K
|
1.59K
$158K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
7.94KNew |
$503K - $552K
|
7.94K
$788K
|
|
| Q3 2017 | |||||||
|
Nov 15, 2017
Q3 2017
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
200New |
$12.6K - $13.4K
|
200
$19.9K
|
|
|
Nov 13, 2017
Q3 2017
|
Tredje Ap Fonden
|
BUY
|
- |
1New |
$62.8 - $67
|
1
$99.3
|
|