Purchases and Sales Made in Q3 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-21- 0.78% |
$1.68K - $1.94K
|
2.69K
$251K
|
|
|
Oct 27, 2023
Q3 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-23- 0.25% |
$1.84K - $2.13K
|
9.25K
$864K
|
|
|
Nov 09, 2023
Q3 2023
|
Empire Life Investments Inc.
|
SELL
|
- |
-23- 0.01% |
$1.84K - $2.13K
|
255K
$23.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-24- 0.93% |
$1.92K - $2.22K
|
2.57K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-24- 4.29% |
$1.92K - $2.22K
|
536
$50.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-25- 0.52% |
$2K - $2.31K
|
4.8K
$449K
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-26- 0.04% |
$2.08K - $2.41K
|
63.1K
$5.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-26- 0.25% |
$2.08K - $2.41K
|
10.5K
$985K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-28- 0.93% |
$2.24K - $2.59K
|
2.98K
$278K
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-30- 0.48% |
$2.4K - $2.78K
|
6.22K
$581K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-30- 22.06% |
$2.4K - $2.78K
|
106
$9.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-31- 0.36% |
$2.48K - $2.87K
|
8.66K
$809K
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-31- 8.93% |
$2.48K - $2.87K
|
316
$29.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-31- 0.19% |
$2.48K - $2.87K
|
16.5K
$1.54M
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-32- 0.87% |
$2.56K - $2.96K
|
3.65K
$341K
|
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-32- 18.18% |
$2.56K - $2.96K
|
144
$13.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-33- 0.99% |
$2.64K - $3.05K
|
3.31K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 2.49% |
$2.72K - $3.15K
|
1.33K
$125K
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-35- 12.28% |
$2.8K - $3.24K
|
250
$23.4K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-35- 3.21% |
$2.8K - $3.24K
|
1.06K
$98.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-36- 42.86% |
$2.88K - $3.33K
|
48
$4.48K
|
|
|
Nov 01, 2023
Q3 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-37- 0.79% |
$2.96K - $3.42K
|
4.67K
$436K
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-38- 0.12% |
$3.04K - $3.52K
|
31.8K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-38- 10.24% |
$3.04K - $3.52K
|
333
$31.1K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-43- 0.9% |
$3.43K - $3.98K
|
4.73K
$441K
|
|
|
Nov 06, 2023
Q3 2023
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-45- 0.2% |
$3.59K - $4.16K
|
22.7K
$2.12M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-45- 1.51% |
$3.59K - $4.16K
|
2.94K
$275K
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-45- 1.42% |
$3.59K - $4.16K
|
3.12K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-47- 0.84% |
$3.75K - $4.35K
|
5.57K
$520K
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-49- 0.55% |
$3.91K - $4.53K
|
8.94K
$835K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-50- 0.59% |
$3.99K - $4.63K
|
8.42K
$787K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-50- 0.61% |
$3.99K - $4.63K
|
8.2K
$766K
|
|
|
Nov 13, 2023
Q3 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
SELL
|
- |
-50- 0.05% |
$3.99K - $4.63K
|
92.8K
$8.67M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-51- 0.49% |
$4.07K - $4.72K
|
10.4K
$967K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-51- 0.6% |
$4.07K - $4.72K
|
8.49K
$793K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-52- 0.04% |
$4.15K - $4.81K
|
137K
$12.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-54- 0.8% |
$4.31K - $5K
|
6.73K
$629K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 88.71% |
$4.39K - $5.09K
|
7
$654
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-57- 2.28% |
$4.55K - $5.27K
|
2.44K
$228K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-60- 0.99% |
$4.79K - $5.55K
|
5.98K
$559K
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-60- 0.23% |
$4.79K - $5.55K
|
26.3K
$2.45M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-60- 10.0% |
$4.79K - $5.55K
|
540
$50.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-60- 1.36% |
$4.79K - $5.55K
|
4.36K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-62- 1.86% |
$4.95K - $5.74K
|
3.27K
$306K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-66- 95.65% |
$5.27K - $6.11K
|
3
$280
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-69- 1.04% |
$5.51K - $6.39K
|
6.59K
$615K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-71- 1.21% |
$5.67K - $6.57K
|
5.82K
$543K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-71- 9.21% |
$5.67K - $6.57K
|
700
$65.4K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-76- 1.07% |
$6.07K - $7.03K
|
7.02K
$656K
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-78- 2.54% |
$6.23K - $7.22K
|
2.99K
$280K
|