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
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
534New |
$40.8K - $46.2K
|
534
$55.4K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
523+ 1.39% |
$40K - $45.3K
|
38.2K
$3.97M
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
517+ 7.82% |
$39.5K - $44.8K
|
7.13K
$740K
|
|
Apr 23, 2024
Q1 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
500+ 303.03% |
$38.2K - $43.3K
|
665
$69K
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
497+ 5.44% |
$38K - $43K
|
9.63K
$999K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
491+ 6.75% |
$37.5K - $42.5K
|
7.77K
$806K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
479+ 2.25% |
$36.6K - $41.5K
|
21.8K
$2.26M
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
468+ 23.3% |
$35.8K - $40.5K
|
2.48K
$257K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
467+ 6.95% |
$35.7K - $40.4K
|
7.18K
$745K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
463+ 4.24% |
$35.4K - $40.1K
|
11.4K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
462+ 5.79% |
$35.3K - $40K
|
8.45K
$877K
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
452+ 2.47% |
$34.6K - $39.1K
|
18.7K
$1.94M
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
451New |
$34.5K - $39.1K
|
451
$46.8K
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
450+ 0.35% |
$34.4K - $39K
|
130K
$13.5M
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
448+ 6.83% |
$34.3K - $38.8K
|
7.01K
$728K
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
429+ 16.8% |
$32.8K - $37.2K
|
2.98K
$309K
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
419+ 8.74% |
$32K - $36.3K
|
5.21K
$541K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
400+ 10.42% |
$30.6K - $34.6K
|
4.24K
$440K
|
|
May 14, 2024
Q1 2024
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
400+ 1.98% |
$30.6K - $34.6K
|
20.6K
$2.14M
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
388New |
$29.7K - $33.6K
|
388
$40.3K
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
384+ 7.37% |
$29.4K - $33.3K
|
5.59K
$580K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
381+ 6.21% |
$29.1K - $33K
|
6.52K
$677K
|
|
May 09, 2024
Q1 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
380+ 1.13% |
$29.1K - $32.9K
|
34K
$3.53M
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
366+ 5.05% |
$28K - $31.7K
|
7.62K
$791K
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
361+ 11.89% |
$27.6K - $31.3K
|
3.4K
$352K
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
360+ 30.59% |
$27.5K - $31.2K
|
1.54K
$160K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
352+ 16.07% |
$26.9K - $30.5K
|
2.54K
$264K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
352+ 5.44% |
$26.9K - $30.5K
|
6.82K
$708K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
347+ 0.77% |
$26.5K - $30.1K
|
45.3K
$4.71M
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
325New |
$24.8K - $28.1K
|
325
$33.7K
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
320+ 2.46% |
$24.5K - $27.7K
|
13.3K
$1.38M
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
316+ 8.07% |
$24.2K - $27.4K
|
4.23K
$439K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
303+ 7.24% |
$23.2K - $26.2K
|
4.49K
$466K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
302+ 235.94% |
$23.1K - $26.2K
|
430
$44.6K
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
300New |
$22.9K - $26K
|
300
$31.1K
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
299New |
$22.9K - $25.9K
|
299
$31K
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
276+ 1.13% |
$21.1K - $23.9K
|
24.8K
$2.57M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
271+ 7.84% |
$20.7K - $23.5K
|
3.73K
$387K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
267+ 49.44% |
$20.4K - $23.1K
|
807
$83.8K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
267New |
$20.4K - $23.1K
|
267
$27.7K
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
255+ 0.46% |
$19.5K - $22.1K
|
55.5K
$5.76M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
246+ 2.11% |
$18.8K - $21.3K
|
11.9K
$1.24M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
245+ 2.63% |
$18.7K - $21.2K
|
9.57K
$994K
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
235+ 8.89% |
$18K - $20.4K
|
2.88K
$299K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
220+ 50.69% |
$16.8K - $19.1K
|
654
$67.9K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
216+ 0.8% |
$16.5K - $18.7K
|
27.3K
$2.84M
|
|
Jul 01, 2024
Q1 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
203New |
$15.5K - $17.6K
|
203
$21.1K
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
198+ 2.6% |
$15.1K - $17.1K
|
7.82K
$811K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
187+ 3.18% |
$14.3K - $16.2K
|
6.08K
$631K
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
186+ 0.61% |
$14.2K - $16.1K
|
30.9K
$3.21M
|