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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
160+ 0.81% |
$12.8K - $14.8K
|
19.9K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
153+ 5.38% |
$12.2K - $14.2K
|
3K
$280K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
151+ 2.65% |
$12.1K - $14K
|
5.85K
$546K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
145New |
$11.6K - $13.4K
|
145
$13.5K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
144+ 12.26% |
$11.5K - $13.3K
|
1.32K
$123K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
144+ 1.42% |
$11.5K - $13.3K
|
10.3K
$961K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
144+ 12.26% |
$11.5K - $13.3K
|
1.32K
$123K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
139+ 3.62% |
$11.1K - $12.9K
|
3.98K
$372K
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Capital Management LLC
Baltimore, MD |
BUY
|
- |
135+ 1.32% |
$10.8K - $12.5K
|
10.3K
$964K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
135+ 1.52% |
$10.8K - $12.5K
|
9.02K
$843K
|
|
|
Oct 19, 2023
Q3 2023
|
Blossom Wealth Management
|
BUY
|
- |
132+ 3.6% |
$10.5K - $12.2K
|
3.8K
$355K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
131+ 2.75% |
$10.5K - $12.1K
|
4.9K
$458K
|
|
|
Oct 27, 2023
Q3 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
127+ 1.24% |
$10.1K - $11.8K
|
10.4K
$969K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
120+ 1.29% |
$9.59K - $11.1K
|
9.42K
$880K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
118+ 2.66% |
$9.43K - $10.9K
|
4.56K
$426K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117+ 4.14% |
$9.35K - $10.8K
|
2.94K
$275K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
114New |
$9.11K - $10.5K
|
114
$10.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Alta Capital Management LLC
|
BUY
|
- |
112+ 0.43% |
$8.95K - $10.4K
|
26.3K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
112New |
$8.95K - $10.4K
|
112
$10.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
112+ 0.91% |
$8.95K - $10.4K
|
12.5K
$1.16M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
111+ 12.98% |
$8.87K - $10.3K
|
966
$90.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
110+ 15.8% |
$8.79K - $10.2K
|
806
$75.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
107+ 2.12% |
$8.55K - $9.9K
|
5.14K
$481K
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
107+ 2.2% |
$8.55K - $9.9K
|
4.97K
$464K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
102+ 68.0% |
$8.15K - $9.44K
|
252
$23.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
101+ 2.23% |
$8.07K - $9.35K
|
4.64K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.18% |
$7.99K - $9.25K
|
54.3K
$5.07M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
99+ 1.73% |
$7.91K - $9.16K
|
5.83K
$545K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
99+ 1.46% |
$7.91K - $9.16K
|
6.87K
$641K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
98+ 1.93% |
$7.83K - $9.07K
|
5.16K
$482K
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
98+ 1.98% |
$7.83K - $9.07K
|
5.05K
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
96+ 14.1% |
$7.67K - $8.88K
|
777
$72.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
95+ 0.97% |
$7.59K - $8.79K
|
9.92K
$927K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
90+ 2.24% |
$7.19K - $8.33K
|
4.11K
$384K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
90+ 2.13% |
$7.19K - $8.33K
|
4.31K
$403K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
89+ 0.16% |
$7.11K - $8.24K
|
55.7K
$5.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
87+ 3.36% |
$6.95K - $8.05K
|
2.68K
$250K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
78+ 1.1% |
$6.23K - $7.22K
|
7.2K
$672K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
76+ 10.66% |
$6.07K - $7.03K
|
789
$73.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
71+ 0.21% |
$5.67K - $6.57K
|
33.6K
$3.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
66+ 0.9% |
$5.27K - $6.11K
|
7.41K
$692K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
62New |
$4.95K - $5.74K
|
62
$5.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
62New |
$4.95K - $5.74K
|
62
$5.79K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
62+ 0.9% |
$4.95K - $5.74K
|
6.92K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
61+ 17.43% |
$4.87K - $5.64K
|
411
$38.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
59+ 2.05% |
$4.71K - $5.46K
|
2.93K
$274K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
58+ 0.88% |
$4.63K - $5.37K
|
6.66K
$622K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
52+ 5.02% |
$4.15K - $4.81K
|
1.09K
$102K
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
51+ 1.14% |
$4.07K - $4.72K
|
4.54K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
51+ 121.43% |
$4.07K - $4.72K
|
93
$8.69K
|