Purchases and Sales Made in Q2 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$1.17K - $1.28K
|
15
$1.52K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 0.36% |
$1.01K - $1.11K
|
3.66K
$370K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
12+ 0.37% |
$934 - $1.03K
|
3.26K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.03% |
$934 - $1.03K
|
46.2K
$4.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 28.57% |
$934 - $1.03K
|
54
$5.47K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10+ 1.87% |
$778 - $856
|
544
$55.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.36% |
$778 - $856
|
2.77K
$281K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$778 - $856
|
10
$1.01K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8+ 0.3% |
$622 - $685
|
2.71K
$275K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 25.0% |
$467 - $513
|
30
$3.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.23% |
$467 - $513
|
2.66K
$269K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.07% |
$467 - $513
|
8.51K
$861K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 1.18% |
$467 - $513
|
515
$52.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
6+ 0.21% |
$467 - $513
|
2.92K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.05% |
$389 - $428
|
10.9K
$1.11M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
5+ 0.49% |
$389 - $428
|
1.03K
$104K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 25.0% |
$389 - $428
|
25
$2.53K
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.08% |
$311 - $342
|
4.99K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
4+ 0.12% |
$311 - $342
|
3.23K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 200.0% |
$311 - $342
|
6
$607
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$233 - $257
|
3
$304
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 60.0% |
$233 - $257
|
8
$810
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 1.09% |
$233 - $257
|
277
$28K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$233 - $257
|
4.87K
$493K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.05% |
$233 - $257
|
5.69K
$576K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$233 - $257
|
230
$23.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$156 - $171
|
4.75K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$156 - $171
|
10.9K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.02% |
$77.8 - $85.6
|
99
$10K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.04% |
$77.8 - $85.6
|
2.73K
$276K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$77.8 - $85.6
|
282
$28.5K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
$77.8 - $85.6
|
8
$810
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$77.8 - $85.6
|
258
$26.1K
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$77.8 - $85.6
|
4
$405
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.08% |
$77.8 - $85.6
|
1.28K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2- 0.03% |
$156 - $171
|
6.09K
$616K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$156 - $171
|
6.33K
$641K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5- 0.05% |
$389 - $428
|
9.5K
$962K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 23.08% |
$467 - $513
|
20
$2.02K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$778 - $856
|
10
$1.01K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-10- 0.33% |
$778 - $856
|
3.06K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.03% |
$778 - $856
|
39.8K
$4.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-11- 14.1% |
$856 - $941
|
67
$6.78K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 3.2% |
$934 - $1.03K
|
363
$36.7K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-14- 0.1% |
$1.09K - $1.2K
|
13.6K
$1.37M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 70.0% |
$1.09K - $1.2K
|
6
$607
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.4% |
$1.17K - $1.28K
|
426
$43.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 18.82% |
$1.24K - $1.37K
|
69
$6.98K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 18.18% |
$1.4K - $1.54K
|
81
$8.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-19- 6.35% |
$1.48K - $1.63K
|
280
$28.3K
|