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
$278K
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3+ 0.03% |
$260 - $295
|
9.43K
$983K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 1.57% |
$260 - $295
|
194
$20.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
3+ 7.69% |
$260 - $295
|
42
$4.38K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.53% |
$173 - $196
|
133
$13.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
2+ 0.03% |
$173 - $196
|
6.63K
$691K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.49% |
$173 - $196
|
409
$42.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.02% |
$86.6 - $98.2
|
4.66K
$486K
|
|
|
Dec 14, 2023
Q1 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$104
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 1.06% |
$86.6 - $98.2
|
95
$9.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1New |
$86.6 - $98.2
|
1
$104
|
|
|
Apr 25, 2023
Q1 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1+ 0.01% |
$86.6 - $98.2
|
7.56K
$788K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.04% |
$86.6 - $98.2
|
2.38K
$248K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.4% |
$86.6 - $98.2
|
253
$26.4K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1- 0.09% |
$86.6 - $98.2
|
1.08K
$112K
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1- 0.04% |
$86.6 - $98.2
|
2.39K
$249K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-2- 0.07% |
$173 - $196
|
2.85K
$297K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-2- 0.06% |
$173 - $196
|
3.42K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-2- 0.97% |
$173 - $196
|
204
$21.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2- 0.91% |
$173 - $196
|
217
$22.6K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3- 75.0% |
$260 - $295
|
1
$104
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 13.64% |
$260 - $295
|
19
$1.98K
|
|
|
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
$708K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7- 1.96% |
$606 - $687
|
350
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-7- 2.47% |
$606 - $687
|
276
$28.8K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-8- 0.07% |
$693 - $786
|
11K
$1.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-8- 0.14% |
$693 - $786
|
5.58K
$581K
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-8- 4.68% |
$693 - $786
|
163
$17K
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$866 - $982
|
10
$1.04K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-13- 5.96% |
$1.13K - $1.28K
|
205
$21.4K
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-14- 5.3% |
$1.21K - $1.37K
|
250
$26.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-15- 4.0% |
$1.3K - $1.47K
|
360
$37.5K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-16- 2.09% |
$1.39K - $1.57K
|
748
$77.9K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-18- 0.42% |
$1.56K - $1.77K
|
4.29K
$447K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-18- 0.82% |
$1.56K - $1.77K
|
2.19K
$228K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-22- 0.36% |
$1.9K - $2.16K
|
6.06K
$631K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-22- 2.74% |
$1.9K - $2.16K
|
781
$81.4K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24- 17.91% |
$2.08K - $2.36K
|
110
$11.5K
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-24- 0.91% |
$2.08K - $2.36K
|
2.62K
$273K
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-25- 0.83% |
$2.16K - $2.46K
|
2.98K
$310K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-26- 0.37% |
$2.25K - $2.55K
|
6.98K
$727K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-28- 0.85% |
$2.42K - $2.75K
|
3.25K
$339K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
SELL
|
- |
-29- 1.07% |
$2.51K - $2.85K
|
2.68K
$279K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-29- 1.07% |
$2.51K - $2.85K
|
2.68K
$279K
|
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-29- 0.78% |
$2.51K - $2.85K
|
3.68K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-30- 0.83% |
$2.6K - $2.95K
|
3.6K
$375K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-31- 0.23% |
$2.68K - $3.04K
|
13.2K
$1.37M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-32- 1.96% |
$2.77K - $3.14K
|
1.6K
$167K
|