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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
41+ 8.76% |
$3.55K - $4.03K
|
509
$50.5K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
41+ 4.71% |
$3.55K - $4.03K
|
912
$90.5K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38New |
$3.29K - $3.73K
|
38
$3.77K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
35+ 12.87% |
$3.03K - $3.44K
|
307
$30.5K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
35+ 1.17% |
$3.03K - $3.44K
|
3.03K
$301K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
35+ 0.87% |
$3.03K - $3.44K
|
4.07K
$404K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
34+ 69.39% |
$2.94K - $3.34K
|
83
$8.24K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
33+ 55.0% |
$2.86K - $3.24K
|
93
$9.23K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
32+ 0.75% |
$2.77K - $3.14K
|
4.31K
$428K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
31+ 0.62% |
$2.68K - $3.04K
|
5.03K
$499K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
30+ 0.3% |
$2.6K - $2.95K
|
9.92K
$984K
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
29+ 0.45% |
$2.51K - $2.85K
|
6.48K
$643K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
28+ 1.08% |
$2.42K - $2.75K
|
2.63K
$261K
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
27+ 0.72% |
$2.34K - $2.65K
|
3.76K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
25+ 0.56% |
$2.16K - $2.46K
|
4.53K
$449K
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
25+ 0.72% |
$2.16K - $2.46K
|
3.48K
$345K
|
|
|
May 10, 2023
Q1 2023
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
24+ 0.58% |
$2.08K - $2.36K
|
4.18K
$415K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
24+ 0.71% |
$2.08K - $2.36K
|
3.4K
$337K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
23New |
$1.99K - $2.26K
|
23
$2.28K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
22+ 0.13% |
$1.9K - $2.16K
|
16.5K
$1.64M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
20+ 0.41% |
$1.73K - $1.96K
|
4.94K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 9.6% |
$1.64K - $1.87K
|
217
$21.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
19+ 0.85% |
$1.64K - $1.87K
|
2.24K
$223K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.34% |
$1.56K - $1.77K
|
5.25K
$521K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
17+ 0.87% |
$1.47K - $1.67K
|
1.98K
$196K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 0.4% |
$1.39K - $1.57K
|
4.01K
$398K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
16+ 1.43% |
$1.39K - $1.57K
|
1.14K
$113K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15+ 0.43% |
$1.3K - $1.47K
|
3.54K
$351K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
13+ 0.41% |
$1.13K - $1.28K
|
3.21K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
12+ 0.23% |
$1.04K - $1.18K
|
5.26K
$522K
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
12+ 0.3% |
$1.04K - $1.18K
|
4.08K
$404K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
11+ 0.02% |
$952 - $1.08K
|
51.5K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.35% |
$866 - $982
|
2.89K
$287K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
10+ 0.37% |
$866 - $982
|
2.7K
$268K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
9+ 0.23% |
$779 - $884
|
3.85K
$382K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
9New |
$779 - $884
|
9
$893
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9New |
$779 - $884
|
9
$893
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
7+ 7.61% |
$606 - $687
|
99
$9.83K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
7+ 0.19% |
$606 - $687
|
3.75K
$372K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
7+ 0.2% |
$606 - $687
|
3.59K
$356K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
7+ 0.06% |
$606 - $687
|
10.9K
$1.08M
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6New |
$519 - $589
|
6
$596
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.86% |
$433 - $491
|
586
$58.2K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
5+ 0.44% |
$433 - $491
|
1.14K
$113K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$433 - $491
|
5
$496
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5New |
$433 - $491
|
5
$496
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
4+ 5.56% |
$346 - $393
|
76
$7.54K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4+ 0.15% |
$346 - $393
|
2.7K
$268K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4+ 0.18% |
$346 - $393
|
2.21K
$220K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
3+ 1.57% |
$260 - $295
|
194
$19.3K
|