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 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
135+ 0.55% |
$11.7K - $13.3K
|
24.5K
$2.64M
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
133+ 20.52% |
$11.5K - $13.1K
|
781
$84.2K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
132+ 2.91% |
$11.4K - $13K
|
4.67K
$503K
|
|
|
Apr 21, 2023
Q1 2023
|
Thomas Story & Son LLC
Culver, IN |
BUY
|
- |
125+ 0.58% |
$10.8K - $12.3K
|
21.8K
$2.35M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
121+ 2.03% |
$10.5K - $11.9K
|
6.09K
$657K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
118+ 1.69% |
$10.2K - $11.6K
|
7.12K
$767K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
116New |
$10K - $11.4K
|
116
$12.5K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
110+ 1.57% |
$9.52K - $10.8K
|
7.11K
$767K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
109+ 0.24% |
$9.44K - $10.7K
|
45.2K
$4.87M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
103+ 22.1% |
$8.92K - $10.1K
|
569
$61.3K
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
BUY
|
- |
101+ 0.57% |
$8.74K - $9.92K
|
18K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.18% |
$8.66K - $9.82K
|
56.2K
$6.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$8.66K - $9.82K
|
100
$10.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.49% |
$8.66K - $9.82K
|
20.5K
$2.21M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
100+ 2.25% |
$8.66K - $9.82K
|
4.55K
$491K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
98+ 2.01% |
$8.48K - $9.62K
|
4.98K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
97+ 510.53% |
$8.4K - $9.53K
|
116
$12.5K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
95+ 0.99% |
$8.22K - $9.33K
|
9.67K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
94+ 427.27% |
$8.14K - $9.23K
|
116
$12.5K
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
94+ 6.94% |
$8.14K - $9.23K
|
1.45K
$156K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
87+ 16.48% |
$7.53K - $8.54K
|
615
$66.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
85+ 64.39% |
$7.36K - $8.35K
|
217
$23.4K
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
75+ 0.17% |
$6.49K - $7.37K
|
45.1K
$4.87M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
73+ 11.87% |
$6.32K - $7.17K
|
688
$74.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73New |
$6.32K - $7.17K
|
73
$7.87K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 2.15% |
$6.15K - $6.97K
|
3.38K
$364K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
70+ 1.28% |
$6.06K - $6.87K
|
5.54K
$597K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
67+ 372.22% |
$5.8K - $6.58K
|
85
$9.16K
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
66+ 0.25% |
$5.71K - $6.48K
|
26.3K
$2.83M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
65+ 12.29% |
$5.63K - $6.38K
|
594
$64K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
61+ 1.42% |
$5.28K - $5.99K
|
4.35K
$469K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
59+ 0.72% |
$5.11K - $5.79K
|
8.25K
$890K
|
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
59+ 1.09% |
$5.11K - $5.79K
|
5.47K
$590K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
58+ 3.87% |
$5.02K - $5.7K
|
1.56K
$168K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
58+ 0.95% |
$5.02K - $5.7K
|
6.14K
$662K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
55+ 0.52% |
$4.76K - $5.4K
|
10.7K
$1.15M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54+ 1.03% |
$4.67K - $5.3K
|
5.32K
$574K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
52+ 1.78% |
$4.5K - $5.11K
|
2.97K
$320K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50+ 8.33% |
$4.33K - $4.91K
|
650
$70.1K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.66% |
$4.33K - $4.91K
|
7.6K
$819K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
49+ 1.0% |
$4.24K - $4.81K
|
4.95K
$533K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
49New |
$4.24K - $4.81K
|
49
$5.28K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
48+ 1.33% |
$4.16K - $4.71K
|
3.65K
$394K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
48New |
$4.16K - $4.71K
|
48
$5.17K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
46+ 0.98% |
$3.98K - $4.52K
|
4.74K
$511K
|
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
43+ 7.98% |
$3.72K - $4.22K
|
582
$62.7K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
43+ 430.0% |
$3.72K - $4.22K
|
53
$5.71K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
42New |
$3.64K - $4.12K
|
42
$4.53K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
42+ 0.7% |
$3.64K - $4.12K
|
6.05K
$652K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
42+ 233.33% |
$3.64K - $4.12K
|
60
$6.47K
|