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 |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-505- 1.83% |
$39.2K - $48.6K
|
27.1K
$2.79M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-526- 18.89% |
$40.9K - $50.6K
|
2.26K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-530- 15.35% |
$41.2K - $51K
|
2.92K
$301K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-532- 1.93% |
$41.3K - $51.2K
|
27K
$2.78M
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-558- 5.72% |
$43.3K - $53.7K
|
9.2K
$947K
|
|
Oct 04, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-560- 13.79% |
$43.5K - $53.9K
|
3.5K
$360K
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-600- 4.78% |
$46.6K - $57.7K
|
12K
$1.23M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-600- 6.13% |
$46.6K - $57.7K
|
9.18K
$945K
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-604- 0.73% |
$46.9K - $58.1K
|
81.9K
$8.43M
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-610- 2.28% |
$47.4K - $58.7K
|
26.2K
$2.7M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-616- 1.71% |
$47.9K - $59.3K
|
35.5K
$3.65M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-622- 0.21% |
$48.3K - $59.8K
|
290K
$29.8M
|
|
Nov 13, 2024
Q3 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-641- 3.54% |
$49.8K - $61.7K
|
17.5K
$1.8M
|
|
Nov 05, 2024
Q3 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-646- 4.68% |
$50.2K - $62.1K
|
13.2K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-648- 15.33% |
$50.3K - $62.3K
|
3.58K
$369K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-681- 12.13% |
$52.9K - $65.5K
|
4.93K
$508K
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-691- 15.06% |
$53.7K - $66.5K
|
3.9K
$401K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-692- 7.22% |
$53.8K - $66.6K
|
8.89K
$916K
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-692- 0.85% |
$53.8K - $66.6K
|
80.9K
$8.33M
|
|
Jan 08, 2025
Q3 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-709- 19.82% |
$55.1K - $68.2K
|
2.87K
$295K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-734- 22.57% |
$57K - $70.6K
|
2.52K
$259K
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-758- 12.86% |
$58.9K - $72.9K
|
5.14K
$529K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-763- 16.75% |
$59.3K - $73.4K
|
3.79K
$390K
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-766- 5.22% |
$59.5K - $73.7K
|
13.9K
$1.43M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-775- 1.73% |
$60.2K - $74.5K
|
44.1K
$4.54M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-777- 3.71% |
$60.4K - $74.7K
|
20.2K
$2.08M
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-785- 2.2% |
$61K - $75.5K
|
34.9K
$3.59M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-786- 11.52% |
$61.1K - $75.6K
|
6.04K
$622K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-790- 19.39% |
$61.4K - $76K
|
3.29K
$338K
|
|
Feb 13, 2025
Q3 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-795- 11.37% |
$61.8K - $76.5K
|
6.2K
$638K
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-796- 1.35% |
$61.8K - $76.6K
|
58.1K
$5.99M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-821- 4.59% |
$63.8K - $79K
|
17.1K
$1.76M
|
|
Nov 06, 2024
Q3 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-829- 8.14% |
$64.4K - $79.7K
|
9.36K
$964K
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-854- 3.29% |
$66.3K - $82.1K
|
25.1K
$2.58M
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-864- 4.27% |
$67.1K - $83.1K
|
19.4K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-870- 9.34% |
$67.6K - $83.7K
|
8.44K
$869K
|
|
Nov 06, 2024
Q3 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-908- 2.28% |
$70.5K - $87.3K
|
38.9K
$4.01M
|
|
Nov 14, 2024
Q3 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-914- 4.33% |
$71K - $87.9K
|
20.2K
$2.08M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-949- 5.15% |
$73.7K - $91.3K
|
17.5K
$1.8M
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
SELL
|
- |
-1K- 66.67% |
$77.7K - $96.2K
|
500
$51.5K
|
|
Oct 23, 2024
Q3 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1K- 7.04% |
$77.8K - $96.4K
|
13.2K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.04K- 3.69% |
$80.6K - $99.7K
|
27.1K
$2.79M
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.04K- 3.62% |
$81K - $100K
|
27.8K
$2.86M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 6.21% |
$81.8K - $101K
|
15.9K
$1.64M
|
|
Nov 07, 2024
Q3 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-1.06K- 2.69% |
$82.2K - $102K
|
38.3K
$3.94M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.19K- 0.83% |
$92.1K - $114K
|
141K
$14.5M
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-1.21K- 4.64% |
$94.2K - $117K
|
24.9K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-1.23K- 11.76% |
$95.4K - $118K
|
9.22K
$949K
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-1.24K- 2.5% |
$96.4K - $119K
|
48.5K
$4.99M
|
|
Nov 12, 2024
Q3 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-1.24K- 38.55% |
$96.6K - $120K
|
1.98K
$204K
|