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 12, 2024
Q4 2023
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
790+ 32.92% |
$60.9K - $68.7K
|
3.19K
$331K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
781+ 11.55% |
$60.2K - $67.9K
|
7.54K
$783K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
760+ 16.74% |
$58.5K - $66.1K
|
5.3K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
736+ 15.69% |
$56.7K - $64K
|
5.43K
$563K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
734New |
$56.5K - $63.9K
|
734
$76.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
722+ 2.15% |
$55.6K - $62.8K
|
34.3K
$3.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
719+ 13.06% |
$55.4K - $62.6K
|
6.23K
$646K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
704+ 5.26% |
$54.2K - $61.2K
|
14.1K
$1.46M
|
|
|
Jan 26, 2024
Q4 2023
|
Blossom Wealth Management
|
BUY
|
- |
703+ 18.51% |
$54.2K - $61.2K
|
4.5K
$467K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
694+ 16.09% |
$53.5K - $60.4K
|
5.01K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
691+ 23.05% |
$53.2K - $60.1K
|
3.69K
$383K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
689+ 6.66% |
$53.1K - $59.9K
|
11K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
684+ 17.74% |
$52.7K - $59.5K
|
4.54K
$471K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
642New |
$49.5K - $55.9K
|
642
$66.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
623+ 2.37% |
$48K - $54.2K
|
26.9K
$2.79M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
609+ 18.09% |
$46.9K - $53K
|
3.98K
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
589+ 18.1% |
$45.4K - $51.2K
|
3.84K
$399K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
587+ 1.69% |
$45.2K - $51.1K
|
35.3K
$3.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
583+ 7.64% |
$44.9K - $50.7K
|
8.21K
$852K
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
582+ 2.36% |
$44.8K - $50.6K
|
25.2K
$2.62M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
578New |
$44.5K - $50.3K
|
578
$60K
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
574+ 0.62% |
$44.2K - $49.9K
|
93.4K
$9.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
543+ 19.88% |
$41.8K - $47.2K
|
3.28K
$340K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
534+ 7.95% |
$41.1K - $46.5K
|
7.25K
$753K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
531+ 2.28% |
$40.9K - $46.2K
|
23.9K
$2.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
490+ 340.28% |
$37.7K - $42.6K
|
634
$65.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
481+ 3.16% |
$37.1K - $41.8K
|
15.7K
$1.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
472New |
$36.4K - $41.1K
|
472
$49K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
472+ 4.38% |
$36.4K - $41.1K
|
11.2K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
472+ 16.09% |
$36.4K - $41.1K
|
3.41K
$353K
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
469+ 0.44% |
$36.1K - $40.8K
|
106K
$11M
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
467+ 7.33% |
$36K - $40.6K
|
6.84K
$710K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
457+ 377.69% |
$35.2K - $39.8K
|
578
$60K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
456+ 2.7% |
$35.1K - $39.7K
|
17.3K
$1.8M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
443New |
$34.1K - $38.5K
|
443
$46K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
443+ 6.41% |
$34.1K - $38.5K
|
7.36K
$764K
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
434+ 7.08% |
$33.4K - $37.8K
|
6.56K
$681K
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
425+ 3.38% |
$32.7K - $37K
|
13K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
416+ 4.8% |
$32K - $36.2K
|
9.08K
$942K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
397New |
$30.6K - $34.5K
|
397
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
379+ 1.64% |
$29.2K - $33K
|
23.5K
$2.44M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
361+ 21.91% |
$27.8K - $31.4K
|
2.01K
$208K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
361+ 9.01% |
$27.8K - $31.4K
|
4.37K
$453K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
352New |
$27.1K - $30.6K
|
352
$36.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
348New |
$26.8K - $30.3K
|
348
$36.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
346New |
$26.7K - $30.1K
|
346
$35.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
346+ 4.93% |
$26.7K - $30.1K
|
7.36K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
342+ 0.4% |
$26.3K - $29.8K
|
85.2K
$8.85M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
315+ 1.4% |
$24.3K - $27.4K
|
22.8K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
308+ 132.76% |
$23.7K - $26.8K
|
540
$56K
|