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 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
322+ 6.1% |
$29.9K - $32.8K
|
5.6K
$567K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
290+ 30.08% |
$27K - $29.5K
|
1.25K
$127K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
290+ 37.23% |
$27K - $29.5K
|
1.07K
$108K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
288+ 2.09% |
$26.8K - $29.3K
|
14K
$1.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
286+ 8.53% |
$26.6K - $29.1K
|
3.64K
$368K
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
285+ 12.12% |
$26.5K - $29K
|
2.64K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
275+ 39.45% |
$25.6K - $28K
|
972
$98.4K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
275+ 1250.0% |
$25.6K - $28K
|
297
$30.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
275+ 0.53% |
$25.6K - $28K
|
51.7K
$5.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
274+ 0.91% |
$25.5K - $27.9K
|
30.2K
$3.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
268+ 2.75% |
$24.9K - $27.3K
|
10K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
268+ 3828.57% |
$24.9K - $27.3K
|
275
$27.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
263+ 40.09% |
$24.4K - $26.8K
|
919
$93K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
260+ 21.89% |
$24.2K - $26.5K
|
1.45K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
260+ 4.07% |
$24.2K - $26.5K
|
6.65K
$673K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
233+ 3.68% |
$21.7K - $23.7K
|
6.57K
$665K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
231+ 4.2% |
$21.5K - $23.5K
|
5.73K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
229New |
$21.3K - $23.3K
|
229
$23.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
218+ 8.62% |
$20.3K - $22.2K
|
2.75K
$278K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
212+ 2.42% |
$19.7K - $21.6K
|
8.97K
$908K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
205+ 9.09% |
$19.1K - $20.9K
|
2.46K
$249K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
200+ 2.6% |
$18.6K - $20.4K
|
7.89K
$798K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
200+ 19.07% |
$18.6K - $20.4K
|
1.25K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
187+ 2.88% |
$17.4K - $19K
|
6.69K
$677K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
182+ 13.94% |
$16.9K - $18.5K
|
1.49K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Blossom Wealth Management
|
BUY
|
- |
181+ 2.8% |
$16.8K - $18.4K
|
6.64K
$673K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
180+ 1.52% |
$16.7K - $18.3K
|
12.1K
$1.22M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
175+ 7.17% |
$16.3K - $17.8K
|
2.62K
$265K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
175+ 1.97% |
$16.3K - $17.8K
|
9.07K
$918K
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
174+ 4.72% |
$16.2K - $17.7K
|
3.86K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
172+ 3.23% |
$16K - $17.5K
|
5.5K
$557K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
169+ 6.84% |
$15.7K - $17.2K
|
2.64K
$267K
|
|
|
Jan 28, 2025
Q4 2024
|
Miller Howard Investments Inc
|
BUY
|
- |
168+ 1.28% |
$15.6K - $17.1K
|
13.3K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
165+ 3.14% |
$15.3K - $16.8K
|
5.43K
$549K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
161+ 5.46% |
$15K - $16.4K
|
3.11K
$315K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
161+ 1.01% |
$15K - $16.4K
|
16.1K
$1.63M
|
|
|
Jan 21, 2025
Q4 2024
|
Apricus Wealth, LLC
Beaufort, SC |
BUY
|
- |
155+ 0.68% |
$14.4K - $15.8K
|
23K
$2.33M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
140+ 5.56% |
$13K - $14.3K
|
2.66K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
136New |
$12.6K - $13.8K
|
136
$13.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
136New |
$12.6K - $13.8K
|
136
$13.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
135New |
$12.5K - $13.7K
|
135
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
130+ 1.15% |
$12.1K - $13.2K
|
11.4K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
119+ 0.42% |
$11.1K - $12.1K
|
28.4K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
119+ 4.61% |
$11.1K - $12.1K
|
2.7K
$273K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
118+ 14.79% |
$11K - $12K
|
916
$92.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
116+ 184.13% |
$10.8K - $11.8K
|
179
$18.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
110+ 0.79% |
$10.2K - $11.2K
|
14.1K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
110+ 3.53% |
$10.2K - $11.2K
|
3.22K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
109+ 1.89% |
$10.1K - $11.1K
|
5.88K
$595K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
106+ 3.95% |
$9.85K - $10.8K
|
2.79K
$282K
|