Purchases and Sales Made in Q4 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q4 2024. 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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.19KNew |
$204K - $223K
|
2.19K
$222K
|
|
|
Jan 24, 2025
Q4 2024
|
Longboard Asset Management, LP
Phoenix, AZ |
BUY
|
- |
2.18KNew |
$202K - $222K
|
2.18K
$220K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$220K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
2.17KNew |
$202K - $221K
|
2.17K
$220K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.15KNew |
$199K - $218K
|
2.15K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2.14KNew |
$199K - $217K
|
2.14K
$216K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
2.08K+ 1.82% |
$194K - $212K
|
117K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.01K+ 67.91% |
$187K - $205K
|
4.98K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.98K+ 16.52% |
$184K - $202K
|
14K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.91K+ 4.99% |
$177K - $194K
|
40.2K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.88K+ 10.7% |
$175K - $191K
|
19.4K
$1.97M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.84K+ 14.86% |
$171K - $188K
|
14.2K
$1.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
1.83K+ 0.4% |
$170K - $187K
|
457K
$46.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.75K+ 34.86% |
$162K - $178K
|
6.76K
$685K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.71K+ 46.64% |
$159K - $175K
|
5.39K
$545K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.7K+ 2.45% |
$158K - $173K
|
71K
$7.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 3.19% |
$157K - $172K
|
54.7K
$5.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Somerset Trust CO
|
BUY
|
- |
1.58K+ 4.86% |
$147K - $161K
|
34.1K
$3.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.57KNew |
$146K - $160K
|
1.57K
$159K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.53K+ 59.6% |
$142K - $156K
|
4.1K
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.51K+ 8.86% |
$141K - $154K
|
18.6K
$1.88M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.47K+ 46.24% |
$137K - $150K
|
4.65K
$470K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.36KNew |
$126K - $138K
|
1.36K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
1.32K+ 1.46% |
$123K - $135K
|
91.8K
$9.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.27K+ 31.49% |
$118K - $130K
|
5.32K
$538K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.25K+ 10.66% |
$116K - $127K
|
13K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.25K+ 25.03% |
$116K - $127K
|
6.24K
$631K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
1.24K+ 3.01% |
$115K - $126K
|
42.5K
$4.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.21K+ 58.24% |
$113K - $123K
|
3.29K
$333K
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
1.17KNew |
$108K - $119K
|
1.17K
$118K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.12K+ 3.81% |
$104K - $114K
|
30.6K
$3.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.1K+ 1.34% |
$102K - $112K
|
82.9K
$8.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.1K+ 5.44% |
$102K - $112K
|
21.3K
$2.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
1.09K+ 4.83% |
$102K - $111K
|
23.7K
$2.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
1.09K+ 6.03% |
$101K - $111K
|
19.2K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
1.09KNew |
$101K - $111K
|
1.09K
$110K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.06K+ 4.84% |
$98.9K - $108K
|
23K
$2.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.04K+ 10.7% |
$97K - $106K
|
10.8K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.02K+ 2.83% |
$94.4K - $103K
|
36.9K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1K+ 20.54% |
$93.3K - $102K
|
5.89K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1K+ 35.1% |
$93K - $102K
|
3.85K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
931+ 131.87% |
$86.5K - $94.8K
|
1.64K
$166K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
930+ 2.18% |
$86.4K - $94.7K
|
43.6K
$4.41M
|
|
|
Feb 10, 2025
Q4 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
919+ 29.61% |
$85.4K - $93.6K
|
4.02K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
898+ 27.59% |
$83.5K - $91.4K
|
4.15K
$420K
|
|
|
Feb 11, 2025
Q4 2024
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
844+ 39.91% |
$78.4K - $85.9K
|
2.96K
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
836+ 3.25% |
$77.7K - $85.1K
|
26.6K
$2.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
831+ 1.32% |
$77.2K - $84.6K
|
63.7K
$6.45M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
825+ 5.13% |
$76.7K - $84K
|
16.9K
$1.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
821+ 1.75% |
$76.3K - $83.6K
|
47.8K
$4.84M
|