Purchases and Sales Made in Q3 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
42+ 26.25% |
$3.26K - $4.04K
|
202
$20.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
41New |
$3.18K - $3.94K
|
41
$4.22K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
39+ 0.19% |
$3.03K - $3.75K
|
20.3K
$2.09M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
39+ 18.93% |
$3.03K - $3.75K
|
245
$25.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
38+ 0.89% |
$2.95K - $3.66K
|
4.31K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37+ 8.77% |
$2.87K - $3.56K
|
459
$47.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
35+ 0.86% |
$2.72K - $3.37K
|
4.09K
$421K
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
35+ 0.86% |
$2.72K - $3.37K
|
4.12K
$424K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
34New |
$2.64K - $3.27K
|
34
$3.5K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
34New |
$2.64K - $3.27K
|
34
$3.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
32New |
$2.49K - $3.08K
|
32
$3.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
31+ 0.46% |
$2.41K - $2.98K
|
6.77K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
31+ 1.17% |
$2.41K - $2.98K
|
2.69K
$276K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
29+ 0.46% |
$2.25K - $2.79K
|
6.35K
$654K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
29+ 5.68% |
$2.25K - $2.79K
|
540
$55.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
28+ 0.92% |
$2.18K - $2.69K
|
3.09K
$318K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
27+ 0.94% |
$2.1K - $2.6K
|
2.91K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
27+ 4.38% |
$2.1K - $2.6K
|
643
$66.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
26+ 2.03% |
$2.02K - $2.5K
|
1.31K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
26+ 0.92% |
$2.02K - $2.5K
|
2.85K
$294K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
24+ 0.66% |
$1.86K - $2.31K
|
3.68K
$379K
|
|
|
Oct 23, 2024
Q3 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
23+ 0.51% |
$1.79K - $2.21K
|
4.53K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
21+ 0.63% |
$1.63K - $2.02K
|
3.35K
$345K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
21+ 0.32% |
$1.63K - $2.02K
|
6.49K
$668K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
20+ 52.63% |
$1.55K - $1.92K
|
58
$5.97K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20New |
$1.55K - $1.92K
|
20
$2.06K
|
|
|
Nov 13, 2024
Q3 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
18+ 0.6% |
$1.4K - $1.73K
|
3.02K
$311K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
16+ 0.22% |
$1.24K - $1.54K
|
7.18K
$739K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
16+ 266.67% |
$1.24K - $1.54K
|
22
$2.27K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
15+ 0.55% |
$1.17K - $1.44K
|
2.72K
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.18% |
$1.17K - $1.44K
|
8.24K
$849K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
14+ 0.2% |
$1.09K - $1.35K
|
6.87K
$707K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 34.21% |
$1.01K - $1.25K
|
51
$5.25K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.16% |
$1.01K - $1.25K
|
7.95K
$818K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
12+ 0.4% |
$932 - $1.15K
|
3.02K
$311K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.85% |
$932 - $1.15K
|
1.43K
$147K
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
11New |
$854 - $1.06K
|
11
$1.13K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
11New |
$854 - $1.06K
|
11
$1.13K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.18% |
$854 - $1.06K
|
5.99K
$617K
|
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
10+ 1.35% |
$777 - $962
|
751
$77.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
10+ 0.04% |
$777 - $962
|
27.1K
$2.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
10+ 7.46% |
$777 - $962
|
144
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
9+ 0.54% |
$699 - $866
|
1.69K
$174K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
8+ 3.13% |
$621 - $770
|
264
$27.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.26% |
$544 - $673
|
2.72K
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 14.29% |
$544 - $673
|
56
$5.77K
|
|
|
Nov 12, 2024
Q3 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7+ 0.26% |
$544 - $673
|
2.73K
$281K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.68% |
$544 - $673
|
1.04K
$107K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7+ 10.14% |
$544 - $673
|
76
$7.83K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
7+ 3.8% |
$544 - $673
|
191
$19.7K
|