Purchases and Sales Made in Q1 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q1 2024. 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 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.1% |
$382 - $433
|
4.98K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
5+ 0.99% |
$382 - $433
|
509
$50.4K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4+ 19.05% |
$306 - $346
|
25
$2.48K
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 75.0% |
$229 - $260
|
7
$693
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3+ 0.01% |
$229 - $260
|
36.1K
$3.57M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3+ 0.06% |
$229 - $260
|
4.74K
$470K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 66.67% |
$153 - $173
|
5
$495
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.06% |
$153 - $173
|
3.26K
$323K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$153 - $173
|
4.54K
$450K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 11.11% |
$153 - $173
|
20
$1.98K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1+ 0.03% |
$76.5 - $86.6
|
3.21K
$318K
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 1.06% |
$76.5 - $86.6
|
95
$9.41K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 20.0% |
$76.5 - $86.6
|
6
$594
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$76.5 - $86.6
|
257
$25.5K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.32% |
$76.5 - $86.6
|
310
$30.7K
|
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.09% |
$76.5 - $86.6
|
1.12K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2- 12.5% |
$153 - $173
|
14
$1.39K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-2- 0.36% |
$153 - $173
|
553
$54.8K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2- 0.04% |
$153 - $173
|
4.47K
$442K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-3- 0.87% |
$229 - $260
|
343
$34K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 1.61% |
$229 - $260
|
183
$18.1K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-4- 15.38% |
$306 - $346
|
22
$2.18K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-5- 0.68% |
$382 - $433
|
729
$72.2K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-5- 2.55% |
$382 - $433
|
191
$18.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.06% |
$382 - $433
|
8.23K
$815K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6- 0.2% |
$459 - $520
|
3K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-7- 0.23% |
$535 - $606
|
3.05K
$302K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-8- 0.26% |
$612 - $693
|
3.1K
$307K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-10- 0.16% |
$765 - $866
|
6.09K
$603K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-10- 0.19% |
$765 - $866
|
5.34K
$529K
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 66.67% |
$765 - $866
|
5
$495
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$765 - $866
|
10
$990
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.4% |
$841 - $953
|
2.73K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 73.68% |
$1.07K - $1.21K
|
5
$495
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-16- 0.54% |
$1.22K - $1.39K
|
2.97K
$294K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-16- 6.87% |
$1.22K - $1.39K
|
217
$21.5K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.83% |
$1.22K - $1.39K
|
1.91K
$189K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.29% |
$1.22K - $1.39K
|
5.43K
$537K
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-17- 0.38% |
$1.3K - $1.47K
|
4.43K
$439K
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-17- 0.27% |
$1.3K - $1.47K
|
6.33K
$627K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-18- 0.35% |
$1.38K - $1.56K
|
5.13K
$508K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-20- 14.93% |
$1.53K - $1.73K
|
114
$11.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-20- 22.22% |
$1.53K - $1.73K
|
70
$6.93K
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-25- 0.55% |
$1.91K - $2.17K
|
4.5K
$446K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-25- 5.98% |
$1.91K - $2.17K
|
393
$38.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-25- 3.03% |
$1.91K - $2.17K
|
801
$79.3K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-25- 7.1% |
$1.91K - $2.17K
|
327
$32.4K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-26- 0.21% |
$1.99K - $2.25K
|
12.2K
$1.21M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
SELL
|
- |
-26- 13.54% |
$1.99K - $2.25K
|
166
$16.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-29- 2.74% |
$2.22K - $2.51K
|
1.03K
$102K
|