Purchases and Sales Made in Q2 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
278+ 7.9% |
$24K - $27.4K
|
3.8K
$384K
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
278+ 7.27% |
$24K - $27.4K
|
4.1K
$415K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
268New |
$23.1K - $26.4K
|
268
$27.1K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
265+ 8.93% |
$22.8K - $26.1K
|
3.23K
$327K
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
261+ 1.55% |
$22.5K - $25.7K
|
17.1K
$1.74M
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250+ 75.76% |
$21.5K - $24.7K
|
580
$58.7K
|
|
Aug 14, 2023
Q2 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
244+ 6.41% |
$21K - $24.1K
|
4.05K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
235+ 0.52% |
$20.3K - $23.2K
|
45.4K
$4.59M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
231New |
$19.9K - $22.8K
|
231
$23.4K
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
BUY
|
- |
231+ 0.43% |
$19.9K - $22.8K
|
54.6K
$5.52M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
229+ 5.29% |
$19.7K - $22.6K
|
4.56K
$461K
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
228+ 5.29% |
$19.7K - $22.5K
|
4.54K
$459K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
227+ 0.79% |
$19.6K - $22.4K
|
28.9K
$2.93M
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
220+ 8.45% |
$19K - $21.7K
|
2.82K
$286K
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
220+ 2.54% |
$19K - $21.7K
|
8.89K
$899K
|
|
Jul 14, 2023
Q2 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
205+ 5.04% |
$17.7K - $20.2K
|
4.27K
$432K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
205+ 5.11% |
$17.7K - $20.2K
|
4.22K
$427K
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
204+ 175.86% |
$17.6K - $20.1K
|
320
$32.4K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
200New |
$17.2K - $19.7K
|
200
$20.2K
|
|
Aug 11, 2023
Q2 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
200+ 0.8% |
$17.2K - $19.7K
|
25.1K
$2.54M
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
200+ 0.23% |
$17.2K - $19.7K
|
86.8K
$8.78M
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
200+ 9.14% |
$17.2K - $19.7K
|
2.39K
$242K
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
199+ 4.64% |
$17.2K - $19.6K
|
4.49K
$455K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
184+ 8.59% |
$15.9K - $18.1K
|
2.33K
$235K
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
182+ 3.82% |
$15.7K - $18K
|
4.95K
$501K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
176+ 3.74% |
$15.2K - $17.4K
|
4.88K
$494K
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
171+ 33.6% |
$14.7K - $16.9K
|
680
$68.8K
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
167+ 0.45% |
$14.4K - $16.5K
|
37.3K
$3.78M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
167New |
$14.4K - $16.5K
|
167
$16.9K
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
150+ 3.99% |
$12.9K - $14.8K
|
3.91K
$396K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
144+ 4.14% |
$12.4K - $14.2K
|
3.62K
$366K
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
139+ 0.72% |
$12K - $13.7K
|
19.4K
$1.96M
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
137+ 4.92% |
$11.8K - $13.5K
|
2.92K
$296K
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
136+ 22.67% |
$11.7K - $13.4K
|
736
$74.5K
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
136+ 1.54% |
$11.7K - $13.4K
|
8.99K
$909K
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
128New |
$11K - $12.6K
|
128
$13K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
120New |
$10.3K - $11.8K
|
120
$12.1K
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
118+ 2.12% |
$10.2K - $11.6K
|
5.7K
$577K
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
115+ 4.18% |
$9.91K - $11.3K
|
2.87K
$290K
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
102+ 4.29% |
$8.79K - $10.1K
|
2.48K
$251K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
102+ 3.82% |
$8.79K - $10.1K
|
2.77K
$280K
|
|
Oct 13, 2023
Q2 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
100+ 1.99% |
$8.62K - $9.86K
|
5.13K
$519K
|
|
Jul 26, 2023
Q2 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.41% |
$8.62K - $9.86K
|
24.6K
$2.49M
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
99+ 0.88% |
$8.53K - $9.77K
|
11.3K
$1.15M
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
99+ 22.0% |
$8.53K - $9.77K
|
549
$55.6K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
97+ 1.76% |
$8.36K - $9.57K
|
5.59K
$566K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
93New |
$8.02K - $9.17K
|
93
$9.41K
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
83+ 3.16% |
$7.15K - $8.19K
|
2.71K
$274K
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
82+ 2.76% |
$7.07K - $8.09K
|
3.05K
$309K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
82+ 0.82% |
$7.07K - $8.09K
|
10.1K
$1.02M
|