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 |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-144- 2.79% |
$11.1K - $12.5K
|
5.02K
$518K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-144- 2.79% |
$11.1K - $12.5K
|
5.02K
$518K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-152- 4.67% |
$11.7K - $13.2K
|
3.1K
$320K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-154- 1.1% |
$11.9K - $13.4K
|
13.9K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-158- 4.43% |
$12.2K - $13.7K
|
3.41K
$351K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-159- 0.82% |
$12.2K - $13.8K
|
19.2K
$1.98M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-176- 0.35% |
$13.6K - $15.3K
|
50.6K
$5.22M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-176- 2.25% |
$13.6K - $15.3K
|
7.66K
$790K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-178- 9.72% |
$13.7K - $15.5K
|
1.65K
$171K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-184- 3.57% |
$14.2K - $16K
|
4.97K
$512K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-185- 2.75% |
$14.3K - $16.1K
|
6.54K
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
SELL
|
- |
-191- 1.55% |
$14.7K - $16.6K
|
12.1K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-200- 5.36% |
$15.4K - $17.4K
|
3.53K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-207- 3.32% |
$15.9K - $18K
|
6.03K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-210- 1.29% |
$16.2K - $18.3K
|
16.1K
$1.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-211- 6.28% |
$16.3K - $18.4K
|
3.15K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-212- 1.62% |
$16.3K - $18.4K
|
12.8K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-212- 1.28% |
$16.3K - $18.4K
|
16.3K
$1.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-218- 2.79% |
$16.8K - $19K
|
7.61K
$784K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-220- 2.6% |
$16.9K - $19.1K
|
8.23K
$849K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-220- 33.64% |
$16.9K - $19.1K
|
434
$44.7K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-229- 6.27% |
$17.6K - $19.9K
|
3.43K
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-237- 7.96% |
$18.3K - $20.6K
|
2.74K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-240- 4.29% |
$18.5K - $20.9K
|
5.35K
$551K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-242- 7.49% |
$18.6K - $21.1K
|
2.99K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-247- 4.2% |
$19K - $21.5K
|
5.64K
$581K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-252- 1.17% |
$19.4K - $21.9K
|
21.2K
$2.19M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-252- 3.61% |
$19.4K - $21.9K
|
6.74K
$694K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-252- 4.58% |
$19.4K - $21.9K
|
5.25K
$541K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-278- 5.88% |
$21.4K - $24.2K
|
4.45K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-279- 5.87% |
$21.5K - $24.3K
|
4.47K
$461K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-285- 3.45% |
$22K - $24.8K
|
7.99K
$823K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-287- 5.68% |
$22.1K - $25K
|
4.76K
$491K
|
|
|
Jan 18, 2024
Q4 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-290- 4.37% |
$22.3K - $25.2K
|
6.35K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-291- 10.01% |
$22.4K - $25.3K
|
2.62K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-294- 4.4% |
$22.6K - $25.6K
|
6.39K
$659K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-300- 10.6% |
$23.1K - $26.1K
|
2.53K
$261K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-301- 70.16% |
$23.2K - $26.2K
|
128
$13.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-307- 17.35% |
$23.6K - $26.7K
|
1.46K
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-324- 6.78% |
$25K - $28.2K
|
4.45K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-325- 0.38% |
$25K - $28.3K
|
85.7K
$8.84M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-325- 0.38% |
$25K - $28.3K
|
85.7K
$8.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-335- 2.97% |
$25.8K - $29.1K
|
10.9K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-338- 0.75% |
$26K - $29.4K
|
44.7K
$4.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-340- 8.33% |
$26.2K - $29.6K
|
3.74K
$386K
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-350- 76.59% |
$27K - $30.5K
|
107
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-352- 1.05% |
$27.1K - $30.6K
|
33.1K
$3.41M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-354- 11.88% |
$27.3K - $30.8K
|
2.63K
$271K
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-355- 11.66% |
$27.3K - $30.9K
|
2.69K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-359- 2.74% |
$27.7K - $31.2K
|
12.8K
$1.31M
|