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 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-700- 6.13% |
$53.9K - $60.9K
|
10.7K
$1.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-713- 7.86% |
$54.9K - $62K
|
8.36K
$862K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-714- 14.82% |
$55K - $62.1K
|
4.1K
$423K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-720- 4.38% |
$55.5K - $62.6K
|
15.7K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-750- 2.15% |
$57.8K - $65.3K
|
34.1K
$3.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-757- 2.76% |
$58.3K - $65.9K
|
26.7K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-829- 13.32% |
$63.9K - $72.1K
|
5.39K
$556K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-859- 2.11% |
$66.2K - $74.7K
|
39.9K
$4.11M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-870- 7.15% |
$67K - $75.7K
|
11.3K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-938- 1.14% |
$72.3K - $81.6K
|
81.5K
$8.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-944- 19.01% |
$72.7K - $82.1K
|
4.02K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-978- 12.24% |
$75.3K - $85.1K
|
7.01K
$723K
|
|
|
Jan 30, 2024
Q4 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-981- 1.55% |
$75.6K - $85.3K
|
62.1K
$6.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-985- 17.2% |
$75.9K - $85.7K
|
4.74K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.01K- 85.58% |
$77.7K - $87.8K
|
170
$17.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Ing Groep Nv
|
SELL
|
- |
-1.02K- 2.57% |
$78.3K - $88.4K
|
38.6K
$3.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 20.54% |
$83.6K - $94.4K
|
4.2K
$433K
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.09K- 14.44% |
$84.1K - $95K
|
6.47K
$667K
|
|
|
Jan 31, 2024
Q4 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-1.1K- 30.14% |
$84.7K - $95.7K
|
2.55K
$263K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.12K- 3.53% |
$86.6K - $97.8K
|
30.7K
$3.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.13K- 4.88% |
$86.7K - $98K
|
22K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.18K- 72.22% |
$90.5K - $102K
|
452
$46.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.18K- 48.92% |
$91K - $103K
|
1.23K
$127K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.2K- 27.11% |
$92.4K - $104K
|
3.23K
$333K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 28.62% |
$93.7K - $106K
|
3.04K
$313K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.22K- 0.68% |
$93.7K - $106K
|
179K
$18.5M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-1.24K- 84.47% |
$95.1K - $107K
|
227
$23.4K
|
|
|
Feb 26, 2024
Q4 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.25K- 4.41% |
$96.4K - $109K
|
27.1K
$2.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.25K- 31.83% |
$96.5K - $109K
|
2.68K
$277K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.26K- 6.99% |
$96.9K - $109K
|
16.7K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.29K- 21.19% |
$99.4K - $112K
|
4.8K
$495K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.3K- 14.94% |
$100K - $113K
|
7.4K
$763K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.32K- 12.54% |
$102K - $115K
|
9.22K
$950K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.34K- 5.61% |
$103K - $116K
|
22.5K
$2.32M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.4K- 11.09% |
$108K - $122K
|
11.2K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.42K- 6.15% |
$109K - $123K
|
21.7K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Sagefield Capital LP
Dallas, TX |
SELL
|
- |
-1.43K- 1.86% |
$110K - $124K
|
75.2K
$7.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-1.45K- 1.86% |
$112K - $126K
|
76.6K
$7.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
SELL
|
- |
-1.45K- 29.6% |
$112K - $126K
|
3.46K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.48K- 5.15% |
$114K - $129K
|
27.2K
$2.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.49K- 23.99% |
$115K - $130K
|
4.73K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-1.5K- 3.31% |
$115K - $130K
|
43.7K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.5K- 5.03% |
$116K - $131K
|
28.3K
$2.92M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.51K- 6.1% |
$116K - $132K
|
23.3K
$2.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.51K- 2.81% |
$117K - $132K
|
52.3K
$5.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.55K- 26.0% |
$119K - $135K
|
4.41K
$455K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 22.4% |
$121K - $137K
|
5.44K
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-1.57K- 44.93% |
$121K - $137K
|
1.93K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Strs Ohio
|
SELL
|
- |
-1.58K- 1.72% |
$122K - $138K
|
90.2K
$9.3M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.59K- 10.46% |
$123K - $139K
|
13.6K
$1.41M
|