Purchases and Sales Made in Q1 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q1 2024. The information is specifically focused on institutions that hold shares of WEC ENERGY GROUP, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-379- 5.5% |
$29K - $32.8K
|
6.52K
$660K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-393- 23.86% |
$30K - $34K
|
1.25K
$127K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-395- 0.1% |
$30.2K - $34.2K
|
378K
$38.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-395- 6.04% |
$30.2K - $34.2K
|
6.14K
$622K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-399- 2.52% |
$30.5K - $34.6K
|
15.5K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-413- 12.05% |
$31.6K - $35.8K
|
3.01K
$305K
|
|
|
Apr 30, 2024
Q1 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-430- 97.07% |
$32.9K - $37.2K
|
13
$1.32K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-449- 13.26% |
$34.3K - $38.9K
|
2.94K
$297K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-463- 11.31% |
$35.4K - $40.1K
|
3.63K
$368K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-472- 3.94% |
$36.1K - $40.9K
|
11.5K
$1.17M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-479- 1.03% |
$36.6K - $41.5K
|
46.2K
$4.68M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-482- 8.07% |
$36.9K - $41.7K
|
5.49K
$556K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-498- 0.28% |
$38.1K - $43.1K
|
180K
$18.2M
|
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-500Closed |
$38.2K - $43.3K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-510- 12.03% |
$39K - $44.2K
|
3.73K
$377K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-530- 1.13% |
$40.5K - $45.9K
|
46.5K
$4.71M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-547- 1.43% |
$41.8K - $47.4K
|
37.7K
$3.82M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-575- 16.3% |
$44K - $49.8K
|
2.95K
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-600- 8.51% |
$45.9K - $52K
|
6.45K
$653K
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-605- 7.63% |
$46.3K - $52.4K
|
7.33K
$741K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-621- 15.62% |
$47.5K - $53.8K
|
3.36K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-640- 19.54% |
$48.9K - $55.4K
|
2.64K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-643- 70.12% |
$49.2K - $55.7K
|
274
$27.7K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-653- 9.32% |
$49.9K - $56.6K
|
6.36K
$643K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-667- 0.45% |
$51K - $57.8K
|
146K
$14.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-670- 4.47% |
$51.2K - $58K
|
14.3K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-679- 0.41% |
$51.9K - $58.8K
|
164K
$16.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-686- 0.97% |
$52.5K - $59.4K
|
69.8K
$7.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-700- 3.66% |
$53.5K - $60.6K
|
18.4K
$1.86M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-704- 1.66% |
$53.8K - $61K
|
41.7K
$4.22M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-730- 0.75% |
$55.8K - $63.2K
|
97.1K
$9.83M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-750- 16.9% |
$57.3K - $65K
|
3.69K
$373K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-816- 1.04% |
$62.4K - $70.7K
|
77.4K
$7.83M
|
|
|
Jan 10, 2025
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-820- 22.92% |
$62.7K - $71K
|
2.76K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-828- 7.37% |
$63.3K - $71.7K
|
10.4K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-839- 6.72% |
$64.1K - $72.7K
|
11.6K
$1.18M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-845- 4.4% |
$64.6K - $73.2K
|
18.4K
$1.86M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-849- 2.01% |
$64.9K - $73.5K
|
41.4K
$4.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-849- 4.0% |
$64.9K - $73.5K
|
20.4K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-849- 14.17% |
$64.9K - $73.5K
|
5.14K
$521K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-858- 3.22% |
$65.6K - $74.3K
|
25.8K
$2.61M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-887- 14.78% |
$67.8K - $76.8K
|
5.12K
$518K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-905- 18.89% |
$69.2K - $78.4K
|
3.89K
$393K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-924- 8.37% |
$70.6K - $80K
|
10.1K
$1.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-969- 2.93% |
$74.1K - $83.9K
|
32.1K
$3.25M
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-979- 7.68% |
$74.9K - $84.8K
|
11.8K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1K- 99.8% |
$76.5K - $86.6K
|
2
$202
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 5.73% |
$77.3K - $87.6K
|
16.6K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.04K- 14.93% |
$79.3K - $89.8K
|
5.91K
$598K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.04K- 11.06% |
$79.7K - $90.2K
|
8.38K
$848K
|