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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
794+ 3.61% |
$73.8K - $80.8K
|
22.8K
$2.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
779+ 16.66% |
$72.4K - $79.3K
|
5.46K
$552K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
773+ 11.2% |
$71.8K - $78.7K
|
7.68K
$777K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
760+ 2.21% |
$70.6K - $77.4K
|
35.2K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
744+ 3.56% |
$69.1K - $75.8K
|
21.6K
$2.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
709+ 3.42% |
$65.9K - $72.2K
|
21.4K
$2.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
689+ 3.0% |
$64K - $70.2K
|
23.6K
$2.39M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
684New |
$63.6K - $69.6K
|
684
$69.2K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
660+ 9.07% |
$61.3K - $67.2K
|
7.94K
$804K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
652New |
$60.6K - $66.4K
|
652
$66K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
632New |
$58.7K - $64.4K
|
632
$64K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
623+ 2.75% |
$57.9K - $63.4K
|
23.3K
$2.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
601+ 7.53% |
$55.9K - $61.2K
|
8.58K
$868K
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
600New |
$55.8K - $61.1K
|
600
$60.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
570+ 1.44% |
$53K - $58K
|
40.1K
$4.06M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
563+ 10.45% |
$52.3K - $57.3K
|
5.95K
$602K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
556+ 15.11% |
$51.7K - $56.6K
|
4.24K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
550New |
$51.1K - $56K
|
550
$55.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
542+ 15.39% |
$50.4K - $55.2K
|
4.06K
$411K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
540+ 50.94% |
$50.2K - $55K
|
1.6K
$162K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
519+ 7.67% |
$48.2K - $52.8K
|
7.29K
$738K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
490+ 16.45% |
$45.5K - $49.9K
|
3.47K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
485+ 5.56% |
$45.1K - $49.4K
|
9.22K
$933K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
481+ 2.8% |
$44.7K - $49K
|
17.7K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
479+ 10.12% |
$44.5K - $48.8K
|
5.21K
$527K
|
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
475+ 5.81% |
$44.1K - $48.4K
|
8.66K
$876K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
475+ 1.43% |
$44.1K - $48.4K
|
33.7K
$3.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
470+ 6.32% |
$43.7K - $47.9K
|
7.91K
$800K
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
466+ 6.07% |
$43.3K - $47.4K
|
8.15K
$824K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
464+ 4.97% |
$43.1K - $47.2K
|
9.8K
$992K
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
463+ 6.15% |
$43K - $47.1K
|
8K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirit Of America Management Corp
|
BUY
|
- |
450+ 2.69% |
$41.8K - $45.8K
|
17.2K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
438+ 3.73% |
$40.7K - $44.6K
|
12.2K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
436+ 4.09% |
$40.5K - $44.4K
|
11.1K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
411+ 0.41% |
$38.2K - $41.8K
|
100K
$10.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
411+ 13.4% |
$38.2K - $41.8K
|
3.48K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
392+ 31.26% |
$36.4K - $39.9K
|
1.65K
$167K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
387+ 1.81% |
$36K - $39.4K
|
21.7K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
386+ 13.54% |
$35.9K - $39.3K
|
3.24K
$328K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
378+ 7.46% |
$35.1K - $38.5K
|
5.44K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
362+ 0.86% |
$33.6K - $36.9K
|
42.3K
$4.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
356+ 13.1% |
$33.1K - $36.2K
|
3.07K
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
355+ 16.57% |
$33K - $36.1K
|
2.5K
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
352+ 21.1% |
$32.7K - $35.8K
|
2.02K
$204K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
345+ 140.82% |
$32.1K - $35.1K
|
590
$59.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
342+ 4.38% |
$31.8K - $34.8K
|
8.15K
$824K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
337+ 27.58% |
$31.3K - $34.3K
|
1.56K
$158K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
334+ 11.73% |
$31K - $34K
|
3.18K
$322K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
327+ 3.55% |
$30.4K - $33.3K
|
9.53K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
326+ 8.88% |
$30.3K - $33.2K
|
4K
$405K
|