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 |
---|---|---|---|---|---|---|---|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.59% |
$2.22K - $2.51K
|
4.87K
$482K
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-31- 0.08% |
$2.37K - $2.68K
|
40K
$3.97M
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-33- 2.26% |
$2.52K - $2.86K
|
1.42K
$141K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-34- 6.2% |
$2.6K - $2.94K
|
514
$50.9K
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-34- 0.91% |
$2.6K - $2.94K
|
3.7K
$367K
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-38- 1.39% |
$2.91K - $3.29K
|
2.69K
$267K
|
|
May 08, 2024
Q1 2024
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
SELL
|
- |
-47- 0.23% |
$3.59K - $4.07K
|
20.2K
$2M
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-49- 4.66% |
$3.75K - $4.24K
|
1K
$99.2K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-50- 1.89% |
$3.82K - $4.33K
|
2.6K
$257K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-53- 6.87% |
$4.05K - $4.59K
|
718
$71.1K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-53- 92.98% |
$4.05K - $4.59K
|
4
$396
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-53- 1.13% |
$4.05K - $4.59K
|
4.63K
$459K
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-58- 2.06% |
$4.43K - $5.02K
|
2.76K
$274K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-59- 1.35% |
$4.51K - $5.11K
|
4.31K
$427K
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-61- 1.53% |
$4.66K - $5.28K
|
3.92K
$388K
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-64- 0.53% |
$4.89K - $5.54K
|
12K
$1.19M
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-66- 28.21% |
$5.05K - $5.72K
|
168
$16.6K
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-67- 0.07% |
$5.12K - $5.8K
|
93.3K
$9.24M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-68- 0.28% |
$5.2K - $5.89K
|
23.8K
$2.36M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-71- 12.57% |
$5.43K - $6.15K
|
494
$48.9K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-72- 3.48% |
$5.51K - $6.24K
|
2K
$198K
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-77- 2.29% |
$5.89K - $6.67K
|
3.29K
$326K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-80- 62.5% |
$6.12K - $6.93K
|
48
$4.75K
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-82- 8.77% |
$6.27K - $7.1K
|
853
$84.5K
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-86- 2.53% |
$6.58K - $7.45K
|
3.31K
$328K
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-87- 7.21% |
$6.65K - $7.54K
|
1.12K
$111K
|
|
May 10, 2024
Q1 2024
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-88- 2.93% |
$6.73K - $7.62K
|
2.92K
$289K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-95- 95.0% |
$7.26K - $8.23K
|
5
$495
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-97- 3.04% |
$7.42K - $8.4K
|
3.09K
$306K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-97- 49.49% |
$7.42K - $8.4K
|
99
$9.8K
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-99- 2.85% |
$7.57K - $8.57K
|
3.37K
$334K
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-99- 3.68% |
$7.57K - $8.57K
|
2.59K
$256K
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-100- 3.81% |
$7.65K - $8.66K
|
2.53K
$250K
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 3.92% |
$7.65K - $8.66K
|
2.45K
$243K
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-101- 7.31% |
$7.72K - $8.75K
|
1.28K
$127K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-102- 1.71% |
$7.8K - $8.83K
|
5.85K
$579K
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-103- 22.79% |
$7.88K - $8.92K
|
349
$34.6K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-111- 53.11% |
$8.49K - $9.61K
|
98
$9.7K
|
|
Jun 04, 2024
Q1 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-111- 0.63% |
$8.49K - $9.61K
|
17.4K
$1.72M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-112- 2.73% |
$8.56K - $9.7K
|
3.99K
$395K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-114- 42.7% |
$8.72K - $9.87K
|
153
$15.2K
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-116- 0.9% |
$8.87K - $10K
|
12.7K
$1.26M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-119- 70.0% |
$9.1K - $10.3K
|
51
$5.05K
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-119- 15.51% |
$9.1K - $10.3K
|
648
$64.2K
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-122- 3.3% |
$9.33K - $10.6K
|
3.57K
$354K
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-125- 2.34% |
$9.56K - $10.8K
|
5.22K
$517K
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-125- 19.72% |
$9.56K - $10.8K
|
509
$50.4K
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-126- 50.0% |
$9.63K - $10.9K
|
126
$12.5K
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-132- 1.37% |
$10.1K - $11.4K
|
9.51K
$942K
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-135- 1.27% |
$10.3K - $11.7K
|
10.5K
$1.04M
|