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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-366- 3.33% |
$28.2K - $31.8K
|
10.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-370- 12.92% |
$28.5K - $32.2K
|
2.49K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-380- 8.19% |
$29.3K - $33.1K
|
4.26K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-382- 13.02% |
$29.4K - $33.2K
|
2.55K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-390- 5.35% |
$30K - $33.9K
|
6.9K
$711K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-400- 2.07% |
$30.8K - $34.8K
|
18.9K
$1.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-400- 2.05% |
$30.8K - $34.8K
|
19.1K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-423- 6.03% |
$32.6K - $36.8K
|
6.6K
$680K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-431- 3.66% |
$33.2K - $37.5K
|
11.4K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-433- 0.26% |
$33.4K - $37.7K
|
165K
$17M
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-438- 7.86% |
$33.7K - $38.1K
|
5.13K
$529K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-438- 55.51% |
$33.7K - $38.1K
|
351
$36.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-438- 14.77% |
$33.7K - $38.1K
|
2.53K
$261K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-441- 44.46% |
$34K - $38.4K
|
551
$56.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-449- 76.49% |
$34.6K - $39.1K
|
138
$14.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-453- 5.63% |
$34.9K - $39.4K
|
7.6K
$783K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-455- 9.81% |
$35K - $39.6K
|
4.19K
$432K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-458- 1.66% |
$35.3K - $39.8K
|
27.1K
$2.8M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-473- 9.17% |
$36.4K - $41.2K
|
4.69K
$483K
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-484- 0.23% |
$37.3K - $42.1K
|
213K
$22M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-486- 12.29% |
$37.4K - $42.3K
|
3.47K
$358K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-486- 12.13% |
$37.4K - $42.3K
|
3.52K
$363K
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-498- 1.22% |
$38.4K - $43.3K
|
40.3K
$4.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-500- 5.04% |
$38.5K - $43.5K
|
9.42K
$972K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-515- 1.62% |
$39.7K - $44.8K
|
31.2K
$3.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-520- 17.28% |
$40.1K - $45.2K
|
2.49K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-531- 2.71% |
$40.9K - $46.2K
|
19K
$1.96M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-537- 62.88% |
$41.4K - $46.7K
|
317
$32.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-540- 0.6% |
$41.6K - $47K
|
88.7K
$9.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-544- 8.16% |
$41.9K - $47.3K
|
6.12K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-554- 12.92% |
$42.7K - $48.2K
|
3.74K
$385K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-556- 7.76% |
$42.8K - $48.4K
|
6.61K
$681K
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-557- 10.83% |
$42.9K - $48.5K
|
4.59K
$473K
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-569- 3.02% |
$43.8K - $49.5K
|
18.3K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-574- 2.11% |
$44.2K - $49.9K
|
26.7K
$2.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-600- 15.65% |
$46.2K - $52.2K
|
3.24K
$334K
|
|
|
Feb 08, 2024
Q4 2023
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-614- 2.54% |
$47.3K - $53.4K
|
23.6K
$2.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-614- 1.4% |
$47.3K - $53.4K
|
43.3K
$4.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-620- 7.85% |
$47.8K - $53.9K
|
7.28K
$750K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-626- 7.93% |
$48.2K - $54.5K
|
7.27K
$750K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-630- 8.6% |
$48.5K - $54.8K
|
6.7K
$690K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-632- 13.82% |
$48.7K - $55K
|
3.94K
$406K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-635- 45.29% |
$48.9K - $55.2K
|
767
$79.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-635- 45.29% |
$48.9K - $55.2K
|
767
$79.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-657- 0.59% |
$50.6K - $57.2K
|
111K
$11.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-664- 14.23% |
$51.1K - $57.8K
|
4K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-683- 3.48% |
$52.6K - $59.4K
|
18.9K
$1.95M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-693- 9.35% |
$53.4K - $60.3K
|
6.72K
$692K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-699- 2.6% |
$53.8K - $60.8K
|
26.1K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-699- 0.04% |
$53.8K - $60.8K
|
1.85M
$191M
|