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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-32- 5.7% |
$2.77K - $3.14K
|
529
$51.8K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-34- 1.57% |
$2.94K - $3.34K
|
2.13K
$209K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-35- 0.12% |
$3.03K - $3.44K
|
29.6K
$2.9M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-35- 0.54% |
$3.03K - $3.44K
|
6.5K
$636K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-36- 5.02% |
$3.12K - $3.54K
|
681
$66.7K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-36- 0.16% |
$3.12K - $3.54K
|
22.6K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
SELL
|
- |
-39- 1.65% |
$3.38K - $3.83K
|
2.33K
$228K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 0.95% |
$3.38K - $3.83K
|
4.07K
$399K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-40- 1.17% |
$3.46K - $3.93K
|
3.37K
$330K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-41- 1.41% |
$3.55K - $4.03K
|
2.87K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-42- 1.19% |
$3.64K - $4.12K
|
3.5K
$343K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
SELL
|
- |
-46- 1.74% |
$3.98K - $4.52K
|
2.6K
$255K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-52- 2.51% |
$4.5K - $5.11K
|
2.02K
$198K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-53- 13.55% |
$4.59K - $5.21K
|
338
$33.1K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-54- 0.53% |
$4.67K - $5.3K
|
10.1K
$989K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-54- 0.14% |
$4.67K - $5.3K
|
38.9K
$3.81M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-55- 4.11% |
$4.76K - $5.4K
|
1.28K
$126K
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-55- 0.88% |
$4.76K - $5.4K
|
6.2K
$608K
|
|
|
Apr 14, 2023
Q1 2023
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-56- 1.14% |
$4.85K - $5.5K
|
4.84K
$474K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-65- 1.34% |
$5.63K - $6.38K
|
4.79K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-67- 23.1% |
$5.8K - $6.58K
|
223
$21.8K
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-67- 94.37% |
$5.8K - $6.58K
|
4
$392
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-69- 1.72% |
$5.97K - $6.78K
|
3.93K
$385K
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-69- 1.79% |
$5.97K - $6.78K
|
3.8K
$372K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-70- 29.29% |
$6.06K - $6.87K
|
169
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-73- 0.25% |
$6.32K - $7.17K
|
29.6K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-80- 0.71% |
$6.93K - $7.86K
|
11.2K
$1.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-86- 2.38% |
$7.45K - $8.45K
|
3.52K
$345K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-87- 0.43% |
$7.53K - $8.54K
|
20.2K
$1.98M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-89- 2.31% |
$7.7K - $8.74K
|
3.76K
$369K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-91- 0.11% |
$7.88K - $8.94K
|
79.2K
$7.76M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
SELL
|
- |
-91- 0.11% |
$7.88K - $8.94K
|
79.2K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-93- 10.18% |
$8.05K - $9.13K
|
821
$80.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-97- 6.68% |
$8.4K - $9.53K
|
1.36K
$133K
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 2.35% |
$8.66K - $9.82K
|
4.16K
$407K
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-100- 3.62% |
$8.66K - $9.82K
|
2.66K
$261K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 4.05% |
$8.66K - $9.82K
|
2.37K
$232K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 94.34% |
$8.66K - $9.82K
|
6
$588
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-103- 18.1% |
$8.92K - $10.1K
|
466
$45.7K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-105- 3.53% |
$9.09K - $10.3K
|
2.87K
$281K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-105- 0.98% |
$9.09K - $10.3K
|
10.6K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-105- 0.27% |
$9.09K - $10.3K
|
38.3K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-105- 0.52% |
$9.09K - $10.3K
|
20K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-107- 4.26% |
$9.26K - $10.5K
|
2.4K
$235K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-110- 1.98% |
$9.52K - $10.8K
|
5.45K
$534K
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-120- 3.65% |
$10.4K - $11.8K
|
3.17K
$310K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-123- 2.52% |
$10.6K - $12.1K
|
4.75K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-125- 0.11% |
$10.8K - $12.3K
|
115K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-127- 4.78% |
$11K - $12.5K
|
2.53K
$248K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 5.97% |
$11.2K - $12.7K
|
2.03K
$199K
|