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 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-122- 3.3% |
$9.33K - $10.6K
|
3.57K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-125- 2.34% |
$9.56K - $10.8K
|
5.22K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-125- 19.72% |
$9.56K - $10.8K
|
509
$53K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-126- 50.0% |
$9.63K - $10.9K
|
126
$13.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-132- 1.37% |
$10.1K - $11.4K
|
9.51K
$991K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-135- 1.27% |
$10.3K - $11.7K
|
10.5K
$1.09M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-136- 18.48% |
$10.4K - $11.8K
|
600
$62.5K
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-138- 4.02% |
$10.6K - $12K
|
3.3K
$344K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
SELL
|
- |
-142- 0.83% |
$10.9K - $12.3K
|
17K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Brasada Capital Management, LP
Houston, TX |
SELL
|
- |
-149- 1.14% |
$11.4K - $12.9K
|
13K
$1.35M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-149- 4.2% |
$11.4K - $12.9K
|
3.4K
$354K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-161- 4.02% |
$12.3K - $13.9K
|
3.84K
$400K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-163- 5.47% |
$12.5K - $14.1K
|
2.82K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-169- 4.86% |
$12.9K - $14.6K
|
3.31K
$344K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-169- 6.37% |
$12.9K - $14.6K
|
2.48K
$259K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-180- 86.96% |
$13.8K - $15.6K
|
27
$2.81K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-181- 1.59% |
$13.8K - $15.7K
|
11.2K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-187- 2.03% |
$14.3K - $16.2K
|
9.03K
$941K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-195- 0.84% |
$14.9K - $16.9K
|
23.1K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-195- 2.36% |
$14.9K - $16.9K
|
8.06K
$840K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-199- 16.13% |
$15.2K - $17.2K
|
1.04K
$108K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-200- 47.62% |
$15.3K - $17.3K
|
220
$22.9K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-206- 4.33% |
$15.8K - $17.8K
|
4.56K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-209- 4.97% |
$16K - $18.1K
|
4K
$417K
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-209- 7.04% |
$16K - $18.1K
|
2.76K
$287K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-210- 5.43% |
$16.1K - $18.2K
|
3.66K
$381K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-213- 5.54% |
$16.3K - $18.4K
|
3.63K
$378K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-218- 6.42% |
$16.7K - $18.9K
|
3.18K
$331K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-220- 0.55% |
$16.8K - $19.1K
|
40K
$4.17M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-221- 4.94% |
$16.9K - $19.1K
|
4.25K
$443K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-239- 3.12% |
$18.3K - $20.7K
|
7.42K
$773K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-241- 1.27% |
$18.4K - $20.9K
|
18.8K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-250- 2.78% |
$19.1K - $21.7K
|
8.74K
$910K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-251- 4.24% |
$19.2K - $21.7K
|
5.66K
$590K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-257- 28.97% |
$19.7K - $22.3K
|
630
$65.6K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-261- 4.82% |
$20K - $22.6K
|
5.15K
$537K
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-279- 1.9% |
$21.3K - $24.2K
|
14.4K
$1.5M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-280- 4.12% |
$21.4K - $24.3K
|
6.52K
$679K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-280- 3.69% |
$21.4K - $24.3K
|
7.32K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-289- 93.53% |
$22.1K - $25K
|
20
$2.08K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-291- 4.66% |
$22.2K - $25.2K
|
5.95K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-295- 3.04% |
$22.6K - $25.5K
|
9.41K
$981K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-295- 6.02% |
$22.6K - $25.5K
|
4.61K
$480K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-301- 2.68% |
$23K - $26.1K
|
10.9K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-305- 3.36% |
$23.3K - $26.4K
|
8.78K
$915K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-317- 79.85% |
$24.2K - $27.5K
|
80
$8.34K
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-317- 1.24% |
$24.2K - $27.5K
|
25.3K
$2.63M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-318- 7.47% |
$24.3K - $27.5K
|
3.94K
$411K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-321- 9.88% |
$24.5K - $27.8K
|
2.93K
$305K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-323- 0.41% |
$24.7K - $28K
|
78.3K
$8.16M
|