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 12, 2024
Q2 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
468+ 16.98% |
$36.4K - $40.1K
|
3.22K
$335K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
464New |
$36.1K - $39.7K
|
464
$48.2K
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
463+ 302.61% |
$36K - $39.6K
|
616
$63.9K
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
454+ 10.86% |
$35.3K - $38.9K
|
4.63K
$481K
|
|
Jul 31, 2024
Q2 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
441+ 0.46% |
$34.3K - $37.7K
|
95.7K
$9.93M
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
424+ 6.07% |
$33K - $36.3K
|
7.41K
$769K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
420+ 3.82% |
$32.7K - $35.9K
|
11.4K
$1.18M
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
410+ 3.31% |
$31.9K - $35.1K
|
12.8K
$1.33M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
405+ 1.64% |
$31.5K - $34.7K
|
25.1K
$2.61M
|
|
Aug 02, 2024
Q2 2024
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
400+ 0.47% |
$31.1K - $34.2K
|
84.6K
$8.78M
|
|
Aug 15, 2024
Q2 2024
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
398New |
$31K - $34.1K
|
398
$41.3K
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
397+ 1.23% |
$30.9K - $34K
|
32.7K
$3.4M
|
|
Aug 13, 2024
Q2 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
387+ 5.02% |
$30.1K - $33.1K
|
8.09K
$840K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
380+ 2.29% |
$29.6K - $32.5K
|
17K
$1.76M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
377+ 1.39% |
$29.3K - $32.3K
|
27.6K
$2.86M
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
372New |
$28.9K - $31.8K
|
372
$38.6K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
365+ 112.31% |
$28.4K - $31.2K
|
690
$71.6K
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
364+ 6.98% |
$28.3K - $31.2K
|
5.58K
$579K
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
359+ 12.08% |
$27.9K - $30.7K
|
3.33K
$346K
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
357+ 0.09% |
$27.8K - $30.6K
|
379K
$39.3M
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
355+ 6.41% |
$27.6K - $30.4K
|
5.89K
$612K
|
|
Jul 16, 2024
Q2 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
349+ 8.12% |
$27.2K - $29.9K
|
4.65K
$482K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
326+ 44.72% |
$25.4K - $27.9K
|
1.06K
$109K
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
325+ 5.42% |
$25.3K - $27.8K
|
6.33K
$656K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
324+ 1.77% |
$25.2K - $27.7K
|
18.7K
$1.94M
|
|
Aug 13, 2024
Q2 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
317+ 0.79% |
$24.7K - $27.1K
|
40.4K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Ifm Investors Pty LTD
|
BUY
|
- |
308+ 0.29% |
$24K - $26.4K
|
107K
$11.1M
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
303+ 7.5% |
$23.6K - $25.9K
|
4.35K
$451K
|
|
Jul 12, 2024
Q2 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
301+ 2.61% |
$23.4K - $25.8K
|
11.8K
$1.23M
|
|
Jul 11, 2024
Q2 2024
|
Chicago Trust CO Na
|
BUY
|
- |
300+ 3.59% |
$23.3K - $25.7K
|
8.66K
$899K
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
294+ 0.68% |
$22.9K - $25.2K
|
43.3K
$4.5M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
284+ 9.52% |
$22.1K - $24.3K
|
3.27K
$339K
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
280+ 5.21% |
$21.8K - $24K
|
5.65K
$586K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
273+ 4.97% |
$21.2K - $23.4K
|
5.76K
$598K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
270+ 8.5% |
$21K - $23.1K
|
3.45K
$358K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
269+ 2.96% |
$20.9K - $23K
|
9.35K
$970K
|
|
Aug 05, 2024
Q2 2024
|
Univest Financial Corp
|
BUY
|
- |
255+ 9.34% |
$19.8K - $21.8K
|
2.99K
$310K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
252+ 0.83% |
$19.6K - $21.6K
|
30.5K
$3.16M
|
|
Aug 13, 2024
Q2 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
250+ 49.12% |
$19.5K - $21.4K
|
759
$78.8K
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
248+ 4.64% |
$19.3K - $21.2K
|
5.59K
$580K
|
|
Jul 22, 2024
Q2 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
244+ 7.61% |
$19K - $20.9K
|
3.45K
$358K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
234+ 1.41% |
$18.2K - $20K
|
16.9K
$1.75M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
231+ 1.23% |
$18K - $19.8K
|
19K
$1.97M
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
230+ 5.52% |
$17.9K - $19.7K
|
4.4K
$456K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
224+ 34.51% |
$17.4K - $19.2K
|
873
$90.6K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
220+ 1.25% |
$17.1K - $18.8K
|
17.9K
$1.86M
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
210+ 6.23% |
$16.3K - $18K
|
3.58K
$372K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
208+ 5.06% |
$16.2K - $17.8K
|
4.32K
$448K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
206New |
$16K - $17.6K
|
206
$21.4K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
206+ 13.4% |
$16K - $17.6K
|
1.74K
$181K
|