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 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
26+ 0.47% |
$2.42K - $2.65K
|
5.56K
$566K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
26+ 0.87% |
$2.42K - $2.65K
|
3.03K
$308K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
26New |
$2.42K - $2.65K
|
26
$2.65K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 0.81% |
$2.32K - $2.55K
|
3.11K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24+ 0.78% |
$2.23K - $2.44K
|
3.11K
$316K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
24+ 0.32% |
$2.23K - $2.44K
|
7.56K
$770K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23+ 0.85% |
$2.14K - $2.34K
|
2.74K
$279K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
22+ 1.31% |
$2.04K - $2.24K
|
1.71K
$174K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
BUY
|
- |
22+ 0.96% |
$2.04K - $2.24K
|
2.3K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
20New |
$1.86K - $2.04K
|
20
$2.04K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.67K - $1.83K
|
18
$1.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
17+ 0.66% |
$1.58K - $1.73K
|
2.6K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
17+ 0.5% |
$1.58K - $1.73K
|
3.42K
$348K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
16New |
$1.49K - $1.63K
|
16
$1.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
16+ 0.59% |
$1.49K - $1.63K
|
2.71K
$276K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
16+ 1.23% |
$1.49K - $1.63K
|
1.31K
$134K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
14+ 0.19% |
$1.3K - $1.43K
|
7.19K
$732K
|
|
|
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
$206K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13New |
$1.21K - $1.32K
|
13
$1.32K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12+ 0.3% |
$1.12K - $1.22K
|
4K
$407K
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
11+ 44.0% |
$1.02K - $1.12K
|
36
$3.66K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
10+ 3.62% |
$929 - $1.02K
|
286
$29.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
9+ 4.46% |
$836 - $916
|
211
$21.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
8+ 1.24% |
$744 - $815
|
651
$66.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
6+ 0.89% |
$558 - $611
|
680
$69.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
6+ 0.21% |
$558 - $611
|
2.82K
$287K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
6+ 10.34% |
$558 - $611
|
64
$6.51K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 20.83% |
$465 - $509
|
29
$2.95K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
5New |
$465 - $509
|
5
$509
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 5.0% |
$465 - $509
|
105
$10.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
4+ 0.0% |
$372 - $407
|
86.5K
$8.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 3.15% |
$372 - $407
|
131
$13.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
4+ 0.74% |
$372 - $407
|
544
$55.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3+ 0.11% |
$279 - $305
|
2.64K
$269K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
3+ 0.09% |
$279 - $305
|
3.34K
$340K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.06% |
$279 - $305
|
4.91K
$500K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3+ 0.13% |
$279 - $305
|
2.25K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$279 - $305
|
4.87K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2+ 2.53% |
$186 - $204
|
81
$8.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
2+ 0.05% |
$186 - $204
|
4.06K
$414K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1+ 0.16% |
$92.9 - $102
|
620
$63.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.03% |
$92.9 - $102
|
3.05K
$311K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$92.9 - $102
|
260
$26.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$92.9 - $102
|
2.3K
$234K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
4.69M+ 17270.51% |
$364M - $451M
|
4.72M
$480M
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Bridge Investments LTD
Sydney, C3 |
BUY
|
- |
1.87MNew |
$145M - $180M
|
1.87M
$190M
|
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56M+ 6309.7% |
$121M - $150M
|
1.59M
$161M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
942K+ 31.8% |
$73.1M - $90.6M
|
3.9M
$397M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
699K+ 17.02% |
$54.3M - $67.3M
|
4.81M
$489M
|
|
|
Nov 14, 2024
Q3 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
695K+ 57.71% |
$54M - $66.9M
|
1.9M
$193M
|
|