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 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-129- 5.97% |
$11.2K - $12.7K
|
2.03K
$212K
|
|
|
Apr 18, 2023
Q1 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-130- 0.64% |
$11.3K - $12.8K
|
20.2K
$2.1M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-134- 0.83% |
$11.6K - $13.2K
|
16K
$1.67M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-144- 2.66% |
$12.5K - $14.1K
|
5.27K
$549K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-154- 5.41% |
$13.3K - $15.1K
|
2.69K
$281K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-154- 3.63% |
$13.3K - $15.1K
|
4.09K
$427K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-160- 6.25% |
$13.9K - $15.7K
|
2.4K
$250K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-164- 2.51% |
$14.2K - $16.1K
|
6.36K
$663K
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-164- 16.67% |
$14.2K - $16.1K
|
820
$85.4K
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-168- 4.03% |
$14.5K - $16.5K
|
4K
$417K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-169- 5.53% |
$14.6K - $16.6K
|
2.89K
$301K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-171- 1.75% |
$14.8K - $16.8K
|
9.59K
$1M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-172- 4.18% |
$14.9K - $16.9K
|
3.95K
$411K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-172- 11.13% |
$14.9K - $16.9K
|
1.37K
$143K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-172- 6.25% |
$14.9K - $16.9K
|
2.58K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-184- 17.37% |
$15.9K - $18.1K
|
875
$91.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-199- 0.82% |
$17.2K - $19.5K
|
24.1K
$2.51M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-199- 0.37% |
$17.2K - $19.5K
|
53.1K
$5.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-200- 8.44% |
$17.3K - $19.6K
|
2.17K
$226K
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-208- 2.07% |
$18K - $20.4K
|
9.86K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-209- 7.48% |
$18.1K - $20.5K
|
2.59K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-209- 0.82% |
$18.1K - $20.5K
|
25.4K
$2.64M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-210- 1.27% |
$18.2K - $20.6K
|
16.3K
$1.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-211- 0.82% |
$18.3K - $20.7K
|
25.6K
$2.67M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-236- 2.61% |
$20.4K - $23.2K
|
8.8K
$917K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-237- 3.79% |
$20.5K - $23.3K
|
6.02K
$628K
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-258- 4.49% |
$22.3K - $25.3K
|
5.49K
$572K
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-270- 0.72% |
$23.4K - $26.5K
|
37.4K
$3.9M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-272- 7.13% |
$23.5K - $26.7K
|
3.54K
$369K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-275- 2.38% |
$23.8K - $27K
|
11.3K
$1.17M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-276- 5.2% |
$23.9K - $27.1K
|
5.03K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-277- 6.57% |
$24K - $27.2K
|
3.94K
$411K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-290- 9.92% |
$25.1K - $28.5K
|
2.63K
$274K
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-293- 5.11% |
$25.4K - $28.8K
|
5.44K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-295- 0.19% |
$25.5K - $29K
|
158K
$16.4M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-296- 10.94% |
$25.6K - $29.1K
|
2.41K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-319- 0.65% |
$27.6K - $31.3K
|
48.7K
$5.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-325- 4.66% |
$28.1K - $31.9K
|
6.65K
$692K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-326- 15.21% |
$28.2K - $32K
|
1.82K
$189K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-338- 6.03% |
$29.3K - $33.2K
|
5.27K
$549K
|
|
|
Apr 05, 2023
Q1 2023
|
Somerset Trust CO
|
SELL
|
- |
-339- 1.03% |
$29.3K - $33.3K
|
32.5K
$3.39M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-355- 0.87% |
$30.7K - $34.9K
|
40.3K
$4.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
SELL
|
- |
-365- 4.31% |
$31.6K - $35.8K
|
8.11K
$845K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-373- 89.88% |
$32.3K - $36.6K
|
42
$4.38K
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-375- 11.43% |
$32.5K - $36.8K
|
2.91K
$303K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-375- 3.61% |
$32.5K - $36.8K
|
10K
$1.04M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-402- 1.99% |
$34.8K - $39.5K
|
19.8K
$2.06M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-404- 17.34% |
$35K - $39.7K
|
1.93K
$201K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-410- 7.3% |
$35.5K - $40.3K
|
5.21K
$543K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-414- 0.04% |
$35.8K - $40.7K
|
1.16M
$121M
|