Purchases and Sales Made in Q1 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$260 - $295
|
2.67K
$261K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.03% |
$260 - $295
|
9.43K
$924K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 1.57% |
$260 - $295
|
194
$19K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2+ 0.03% |
$173 - $196
|
6.63K
$649K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.49% |
$173 - $196
|
409
$40.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.53% |
$173 - $196
|
133
$13K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$86.6 - $98.2
|
4.66K
$457K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$86.6 - $98.2
|
2.38K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.06% |
$86.6 - $98.2
|
95
$9.31K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$98
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1+ 0.01% |
$86.6 - $98.2
|
7.56K
$741K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$98
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.4% |
$86.6 - $98.2
|
253
$24.8K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.04% |
$86.6 - $98.2
|
2.39K
$234K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$86.6 - $98.2
|
1.08K
$105K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2- 0.97% |
$173 - $196
|
204
$20K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.91% |
$173 - $196
|
217
$21.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.06% |
$173 - $196
|
3.42K
$335K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.07% |
$173 - $196
|
2.85K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$260 - $295
|
1
$98
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 13.64% |
$260 - $295
|
19
$1.86K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3Closed |
$260 - $295
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6- 0.09% |
$519 - $589
|
6.8K
$666K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 2.47% |
$606 - $687
|
276
$27K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 1.96% |
$606 - $687
|
350
$34.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.07% |
$693 - $786
|
11K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8- 4.68% |
$693 - $786
|
163
$16K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-8- 0.14% |
$693 - $786
|
5.58K
$547K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$866 - $982
|
10
$980
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 5.96% |
$1.13K - $1.28K
|
205
$20.1K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 5.3% |
$1.21K - $1.37K
|
250
$24.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 4.0% |
$1.3K - $1.47K
|
360
$35.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 2.09% |
$1.39K - $1.57K
|
748
$73.3K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.42% |
$1.56K - $1.77K
|
4.29K
$421K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.82% |
$1.56K - $1.77K
|
2.19K
$214K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-22- 0.36% |
$1.9K - $2.16K
|
6.06K
$594K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 2.74% |
$1.9K - $2.16K
|
781
$76.5K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-24- 0.91% |
$2.08K - $2.36K
|
2.62K
$257K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24- 17.91% |
$2.08K - $2.36K
|
110
$10.8K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-25- 0.83% |
$2.16K - $2.46K
|
2.98K
$292K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.37% |
$2.25K - $2.55K
|
6.98K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-28- 0.85% |
$2.42K - $2.75K
|
3.25K
$319K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-29- 0.78% |
$2.51K - $2.85K
|
3.68K
$361K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-29- 1.07% |
$2.51K - $2.85K
|
2.68K
$262K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-29- 1.07% |
$2.51K - $2.85K
|
2.68K
$262K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-30- 0.83% |
$2.6K - $2.95K
|
3.6K
$353K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-31- 0.23% |
$2.68K - $3.04K
|
13.2K
$1.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-32- 0.73% |
$2.77K - $3.14K
|
4.35K
$426K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 1.96% |
$2.77K - $3.14K
|
1.6K
$157K
|