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
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4- 0.1% |
$372 - $407
|
4.17K
$422K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 18.18% |
$372 - $407
|
18
$1.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
SELL
|
- |
-7- 53.85% |
$651 - $713
|
6
$607
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-8- 0.36% |
$744 - $815
|
2.24K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-9- 0.05% |
$836 - $916
|
18.7K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-9- 0.05% |
$836 - $916
|
17.3K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-9- 0.13% |
$836 - $916
|
6.67K
$675K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-12- 0.27% |
$1.12K - $1.22K
|
4.48K
$453K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 50.0% |
$1.21K - $1.32K
|
13
$1.32K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-13- 19.12% |
$1.21K - $1.32K
|
55
$5.57K
|
|
|
Feb 10, 2025
Q4 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-15- 0.04% |
$1.39K - $1.53K
|
39.8K
$4.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-15- 0.5% |
$1.39K - $1.53K
|
2.99K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-15- 5.54% |
$1.39K - $1.53K
|
256
$25.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-15- 0.54% |
$1.39K - $1.53K
|
2.79K
$282K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-17- 9.71% |
$1.58K - $1.73K
|
158
$16K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-17- 0.28% |
$1.58K - $1.73K
|
6.02K
$609K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-22- 0.19% |
$2.04K - $2.24K
|
11.7K
$1.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-25- 0.25% |
$2.32K - $2.55K
|
10.1K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.36% |
$2.32K - $2.55K
|
7.01K
$710K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
SELL
|
- |
-26- 2.41% |
$2.42K - $2.65K
|
1.05K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-29- 0.46% |
$2.7K - $2.95K
|
6.33K
$640K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.35% |
$2.7K - $2.95K
|
8.21K
$831K
|
|
|
Jan 22, 2025
Q4 2024
|
Planning Center, Inc.
|
SELL
|
- |
-29- 1.2% |
$2.7K - $2.95K
|
2.38K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-31- 1.15% |
$2.88K - $3.16K
|
2.65K
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-31- 22.79% |
$2.88K - $3.16K
|
105
$10.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-32- 0.63% |
$2.97K - $3.26K
|
5.06K
$512K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-32- 0.94% |
$2.97K - $3.26K
|
3.38K
$342K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-34- 1.67% |
$3.16K - $3.46K
|
2K
$202K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
SELL
|
- |
-34- 0.93% |
$3.16K - $3.46K
|
3.63K
$367K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-36- 1.55% |
$3.35K - $3.67K
|
2.29K
$232K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-36- 0.34% |
$3.35K - $3.67K
|
10.4K
$1.05M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
SELL
|
- |
-37- 0.93% |
$3.44K - $3.77K
|
3.93K
$397K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-40- 70.18% |
$3.72K - $4.07K
|
17
$1.72K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-41- 1.15% |
$3.81K - $4.17K
|
3.52K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-44- 1.86% |
$4.09K - $4.48K
|
2.32K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-44- 35.48% |
$4.09K - $4.48K
|
80
$8.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-44- 1.64% |
$4.09K - $4.48K
|
2.64K
$267K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-46- 0.99% |
$4.28K - $4.68K
|
4.59K
$464K
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-49- 1.1% |
$4.55K - $4.99K
|
4.42K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-51- 1.37% |
$4.74K - $5.19K
|
3.66K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-52- 3.81% |
$4.83K - $5.29K
|
1.31K
$133K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-55- 0.69% |
$5.11K - $5.6K
|
7.89K
$799K
|
|
|
Feb 10, 2025
Q4 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-60- 1.02% |
$5.58K - $6.11K
|
5.82K
$589K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-61- 0.74% |
$5.67K - $6.21K
|
8.17K
$827K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-62- 0.75% |
$5.76K - $6.31K
|
8.17K
$827K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-63- 0.56% |
$5.86K - $6.41K
|
11.2K
$1.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-63- 1.65% |
$5.86K - $6.41K
|
3.75K
$379K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-68- 71.58% |
$6.32K - $6.92K
|
27
$2.73K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-70- 4.02% |
$6.51K - $7.13K
|
1.67K
$169K
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-70- 60.87% |
$6.51K - $7.13K
|
45
$4.55K
|