Purchases and Sales Made in Q4 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-31- 0.32% |
$2.39K - $2.7K
|
9.57K
$986K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-32- 1.21% |
$2.46K - $2.78K
|
2.61K
$269K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-34- 1.27% |
$2.62K - $2.96K
|
2.65K
$273K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-36- 49.32% |
$2.77K - $3.13K
|
37
$3.82K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-36- 3.11% |
$2.77K - $3.13K
|
1.12K
$115K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-38- 1.26% |
$2.93K - $3.31K
|
2.97K
$307K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-40- 7.17% |
$3.08K - $3.48K
|
518
$53.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-41- 1.19% |
$3.16K - $3.57K
|
3.39K
$350K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-45- 93.75% |
$3.47K - $3.92K
|
3
$309
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-45- 0.46% |
$3.47K - $3.92K
|
9.64K
$994K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-47- 55.29% |
$3.62K - $4.09K
|
38
$3.92K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-48- 0.07% |
$3.7K - $4.18K
|
65.1K
$6.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-52- 4.78% |
$4.01K - $4.52K
|
1.04K
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-52- 2.02% |
$4.01K - $4.52K
|
2.52K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-56- 0.07% |
$4.31K - $4.87K
|
82.1K
$8.47M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-56- 5.2% |
$4.31K - $4.87K
|
1.02K
$105K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-57- 9.86% |
$4.39K - $4.96K
|
521
$53.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-58- 3.69% |
$4.47K - $5.05K
|
1.51K
$156K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-60- 7.22% |
$4.62K - $5.22K
|
771
$79.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-71- 11.47% |
$5.47K - $6.18K
|
548
$56.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-71- 0.15% |
$5.47K - $6.18K
|
46.7K
$4.81M
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-73- 2.23% |
$5.62K - $6.35K
|
3.2K
$330K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-73- 0.71% |
$5.62K - $6.35K
|
10.2K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-82- 25.95% |
$6.32K - $7.13K
|
234
$24.1K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-82- 3.59% |
$6.32K - $7.13K
|
2.2K
$227K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-82- 28.37% |
$6.32K - $7.13K
|
207
$21.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-83- 1.57% |
$6.39K - $7.22K
|
5.21K
$537K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-93- 21.88% |
$7.16K - $8.09K
|
332
$34.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-99- 21.76% |
$7.63K - $8.61K
|
356
$36.7K
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-100- 0.12% |
$7.7K - $8.7K
|
86.4K
$8.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-100- 1.39% |
$7.7K - $8.7K
|
7.1K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-100- 5.32% |
$7.7K - $8.7K
|
1.78K
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 1.5% |
$7.78K - $8.79K
|
6.63K
$684K
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-101- 2.1% |
$7.78K - $8.79K
|
4.7K
$485K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-101- 2.56% |
$7.78K - $8.79K
|
3.84K
$396K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-103- 10.66% |
$7.93K - $8.96K
|
863
$89K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-110- 3.53% |
$8.47K - $9.57K
|
3.01K
$310K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-111- 20.71% |
$8.55K - $9.66K
|
425
$43.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-112- 8.49% |
$8.63K - $9.74K
|
1.21K
$124K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
SELL
|
- |
-112- 8.49% |
$8.63K - $9.74K
|
1.21K
$124K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-113- 3.42% |
$8.7K - $9.83K
|
3.19K
$329K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-114- 0.92% |
$8.78K - $9.92K
|
12.3K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-114- 1.79% |
$8.78K - $9.92K
|
6.24K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-116- 1.64% |
$8.94K - $10.1K
|
6.95K
$716K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-118- 2.59% |
$9.09K - $10.3K
|
4.44K
$458K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-119- 2.76% |
$9.17K - $10.4K
|
4.19K
$432K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-139- 96.53% |
$10.7K - $12.1K
|
5
$516
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-139- 5.7% |
$10.7K - $12.1K
|
2.3K
$237K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-142- 2.07% |
$10.9K - $12.4K
|
6.73K
$694K
|
|
|
Feb 14, 2024
Q4 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-143- 3.29% |
$11K - $12.4K
|
4.21K
$434K
|