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 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
375+ 9.49% |
$32.5K - $36.8K
|
4.33K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
375+ 7.32% |
$32.5K - $36.8K
|
5.5K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
352+ 10.13% |
$30.5K - $34.6K
|
3.83K
$380K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
349+ 23.19% |
$30.2K - $34.3K
|
1.85K
$184K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 26.26% |
$27.6K - $31.3K
|
1.53K
$152K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
318+ 1.37% |
$27.5K - $31.2K
|
23.5K
$2.34M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
308+ 6.9% |
$26.7K - $30.2K
|
4.77K
$473K
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
306+ 1.01% |
$26.5K - $30.1K
|
30.5K
$3.03M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
301+ 94.36% |
$26.1K - $29.6K
|
620
$61.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
300+ 5.53% |
$26K - $29.5K
|
5.73K
$569K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
300+ 2.42% |
$26K - $29.5K
|
12.7K
$1.26M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
299+ 69.53% |
$25.9K - $29.4K
|
729
$72.4K
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
296+ 0.17% |
$25.6K - $29.1K
|
173K
$17.2M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
295+ 10.68% |
$25.5K - $29K
|
3.06K
$304K
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
292+ 11.64% |
$25.3K - $28.7K
|
2.8K
$278K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
292+ 0.24% |
$25.3K - $28.7K
|
124K
$12.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
291+ 12.99% |
$25.2K - $28.6K
|
2.53K
$251K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
271+ 3.17% |
$23.5K - $26.6K
|
8.82K
$875K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
270+ 7.84% |
$23.4K - $26.5K
|
3.71K
$369K
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
257New |
$22.2K - $25.2K
|
257
$25.5K
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
241+ 4.94% |
$20.9K - $23.7K
|
5.12K
$509K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
236New |
$20.4K - $23.2K
|
236
$23.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
229+ 0.62% |
$19.8K - $22.5K
|
37.2K
$3.69M
|
|
|
May 15, 2023
Q1 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
228+ 6.24% |
$19.7K - $22.4K
|
3.88K
$385K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
228New |
$19.7K - $22.4K
|
228
$22.6K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
219+ 118.38% |
$19K - $21.5K
|
404
$40.1K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
213+ 1.63% |
$18.4K - $20.9K
|
13.3K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
212+ 2.17% |
$18.4K - $20.8K
|
9.97K
$989K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
210+ 7.27% |
$18.2K - $20.6K
|
3.1K
$307K
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
204+ 0.73% |
$17.7K - $20K
|
28.1K
$2.79M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
200+ 4.44% |
$17.3K - $19.6K
|
4.71K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
199+ 0.46% |
$17.2K - $19.5K
|
43.1K
$4.27M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
198+ 0.44% |
$17.1K - $19.4K
|
45.3K
$4.5M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
198+ 0.44% |
$17.1K - $19.4K
|
45.3K
$4.5M
|
|
|
May 18, 2023
Q1 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
193+ 6.92% |
$16.7K - $19K
|
2.98K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
190+ 56.55% |
$16.4K - $18.7K
|
526
$52.2K
|
|
|
Apr 25, 2023
Q1 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
185+ 1.53% |
$16K - $18.2K
|
12.3K
$1.22M
|
|
|
May 04, 2023
Q1 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
184+ 5.42% |
$15.9K - $18.1K
|
3.58K
$355K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
183+ 2.78% |
$15.8K - $18K
|
6.76K
$671K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
181+ 1.87% |
$15.7K - $17.8K
|
9.88K
$980K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
180+ 1.57% |
$15.6K - $17.7K
|
11.6K
$1.15M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
180+ 0.21% |
$15.6K - $17.7K
|
86.1K
$8.55M
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
169+ 2.61% |
$14.6K - $16.6K
|
6.65K
$660K
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
150+ 5.69% |
$13K - $14.7K
|
2.79K
$277K
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
150New |
$13K - $14.7K
|
150
$14.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
146+ 2.17% |
$12.6K - $14.3K
|
6.86K
$681K
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
141+ 0.57% |
$12.2K - $13.8K
|
24.9K
$2.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
137+ 4.32% |
$11.9K - $13.5K
|
3.31K
$328K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
137+ 3.87% |
$11.9K - $13.5K
|
3.68K
$365K
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
135+ 0.55% |
$11.7K - $13.3K
|
24.5K
$2.43M
|