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 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.69K+ 10.01% |
$666K - $755K
|
84.5K
$8.28M
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
7.53K+ 47.24% |
$652K - $740K
|
23.5K
$2.3M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
7.48K+ 143.77% |
$647K - $735K
|
12.7K
$1.24M
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.43K+ 112.5% |
$643K - $729K
|
14K
$1.37M
|
|
May 05, 2023
Q1 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
7.32KNew |
$634K - $719K
|
7.32K
$717K
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
7.29KNew |
$631K - $716K
|
7.29K
$715K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.9K+ 0.27% |
$597K - $678K
|
2.6M
$255M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.79K+ 47.24% |
$587K - $666K
|
21.1K
$2.07M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
6.63K+ 41.68% |
$574K - $651K
|
22.5K
$2.21M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.31K+ 37.47% |
$547K - $620K
|
23.2K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
6.23K+ 1.91% |
$540K - $612K
|
332K
$32.5M
|
|
May 11, 2023
Q1 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
5.98K+ 12.39% |
$518K - $588K
|
54.3K
$5.32M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.89K+ 4.83% |
$510K - $578K
|
128K
$12.5M
|
|
May 03, 2023
Q1 2023
|
Van Eck Associates Corp
|
BUY
|
- |
5.56K+ 7.32% |
$481K - $546K
|
81.5K
$7.99M
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.45K+ 8.42% |
$471K - $535K
|
70.1K
$6.87M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5.42KNew |
$469K - $532K
|
5.42K
$531K
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
5.4K+ 78.46% |
$467K - $530K
|
12.3K
$1.2M
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.29KNew |
$458K - $520K
|
5.29K
$519K
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.29KNew |
$458K - $520K
|
5.29K
$518K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.21K+ 197.95% |
$451K - $512K
|
7.85K
$769K
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
5.1K+ 168.95% |
$441K - $501K
|
8.12K
$795K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.93K+ 4.72% |
$427K - $485K
|
109K
$10.7M
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.84K+ 74.72% |
$419K - $475K
|
11.3K
$1.11M
|
|
Apr 26, 2023
Q1 2023
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
4.8K+ 5.56% |
$416K - $471K
|
91.2K
$8.94M
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
4.67KNew |
$405K - $459K
|
4.67K
$458K
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4.6KNew |
$398K - $452K
|
4.6K
$451K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.44K+ 4.09% |
$384K - $436K
|
113K
$11.1M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.42K+ 51.29% |
$383K - $434K
|
13.1K
$1.28M
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
4.28K+ 61.02% |
$370K - $420K
|
11.3K
$1.11M
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.2KNew |
$364K - $413K
|
4.2K
$412K
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.15K+ 88.82% |
$359K - $407K
|
8.82K
$864K
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.07KNew |
$352K - $399K
|
4.07K
$398K
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.02KNew |
$348K - $395K
|
4.02K
$394K
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
3.92K+ 19.05% |
$340K - $385K
|
24.5K
$2.4M
|
|
Apr 26, 2023
Q1 2023
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
3.81K+ 44.55% |
$329K - $374K
|
12.3K
$1.21M
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.77KNew |
$326K - $370K
|
3.77K
$369K
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.74K+ 16.33% |
$324K - $367K
|
26.6K
$2.61M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.72K+ 14.9% |
$322K - $366K
|
28.7K
$2.81M
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
3.69K+ 6.49% |
$319K - $362K
|
60.5K
$5.93M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.45KNew |
$298K - $338K
|
3.45K
$338K
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
3.4K+ 54.99% |
$295K - $334K
|
9.59K
$940K
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
BUY
|
- |
3.38KNew |
$293K - $332K
|
3.38K
$331K
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
3.38K+ 51.64% |
$292K - $331K
|
9.91K
$971K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.12K+ 9.69% |
$270K - $307K
|
35.3K
$3.46M
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.12K+ 10.07% |
$270K - $306K
|
34.1K
$3.34M
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3.11K+ 119.56% |
$269K - $305K
|
5.7K
$559K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.99KNew |
$258K - $293K
|
2.99K
$292K
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2.95KNew |
$255K - $289K
|
2.95K
$289K
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.94K+ 1.89% |
$254K - $288K
|
158K
$15.5M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.93KNew |
$253K - $288K
|
2.93K
$287K
|