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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.07K- 13.27% |
$82.1K - $93K
|
7.02K
$695K
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.08K- 1.32% |
$82.4K - $93.4K
|
80.5K
$7.98M
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-1.09K- 44.08% |
$83.2K - $94.2K
|
1.38K
$137K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-1.11K- 10.22% |
$85K - $96.3K
|
9.77K
$968K
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-1.19K- 3.02% |
$90.8K - $103K
|
38.2K
$3.78M
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-1.19K- 3.23% |
$91.3K - $103K
|
35.8K
$3.55M
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.19K- 12.48% |
$91.3K - $103K
|
8.37K
$829K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.21K- 67.7% |
$92.1K - $104K
|
575
$56.9K
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.24K- 7.4% |
$94.7K - $107K
|
15.5K
$1.54M
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.25K- 6.6% |
$95.4K - $108K
|
17.7K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.28K- 5.08% |
$98.1K - $111K
|
24K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.3K- 29.45% |
$99.3K - $113K
|
3.11K
$308K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.3K- 17.57% |
$99.4K - $113K
|
6.1K
$604K
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.32K- 4.85% |
$101K - $114K
|
25.8K
$2.55M
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-1.36K- 10.53% |
$104K - $118K
|
11.5K
$1.14M
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-1.36K- 6.85% |
$104K - $118K
|
18.5K
$1.83M
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-1.36K- 24.46% |
$104K - $118K
|
4.21K
$417K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.44K- 98.15% |
$110K - $124K
|
27
$2.67K
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1.44K- 30.47% |
$110K - $125K
|
3.29K
$326K
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.46K- 5.79% |
$112K - $126K
|
23.8K
$2.35M
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.5K- 1.84% |
$114K - $130K
|
80K
$7.92M
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.5K- 4.05% |
$115K - $130K
|
35.5K
$3.52M
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.51K- 2.88% |
$115K - $130K
|
50.8K
$5.03M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.52K- 5.28% |
$116K - $131K
|
27.2K
$2.69M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.52K- 10.74% |
$116K - $132K
|
12.6K
$1.25M
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.55K- 4.7% |
$118K - $134K
|
31.3K
$3.1M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-1.57K- 7.26% |
$120K - $136K
|
20.1K
$1.99M
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-1.65K- 3.69% |
$126K - $143K
|
43K
$4.26M
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.65K- 0.61% |
$126K - $143K
|
270K
$26.7M
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.75K- 29.9% |
$134K - $151K
|
4.1K
$406K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-1.78K- 58.55% |
$136K - $155K
|
1.26K
$125K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.79K- 35.94% |
$137K - $155K
|
3.19K
$316K
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.86K- 5.81% |
$142K - $161K
|
30.1K
$2.98M
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.88K- 28.33% |
$144K - $163K
|
4.75K
$471K
|
|
May 10, 2024
Q1 2024
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-1.91K- 74.28% |
$146K - $165K
|
661
$65.5K
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.93K- 13.69% |
$147K - $167K
|
12.1K
$1.2M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-1.96K- 55.9% |
$150K - $170K
|
1.55K
$153K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-2.02K- 1.13% |
$155K - $175K
|
177K
$17.5M
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.1K- 11.21% |
$160K - $182K
|
16.6K
$1.64M
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.13K- 5.35% |
$163K - $185K
|
37.7K
$3.74M
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.17K- 9.19% |
$166K - $188K
|
21.4K
$2.12M
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-2.2K- 78.57% |
$168K - $191K
|
600
$59.4K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.22K- 55.89% |
$170K - $193K
|
1.76K
$174K
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-2.23K- 4.85% |
$170K - $193K
|
43.7K
$4.32M
|
|
May 15, 2024
Q1 2024
|
Investment Management Corp Of Ontario
Toronto, Z4 |
SELL
|
- |
-2.3K- 31.24% |
$176K - $199K
|
5.06K
$501K
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.34K- 12.01% |
$179K - $203K
|
17.2K
$1.7M
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.35K- 3.63% |
$180K - $204K
|
62.6K
$6.19M
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-2.4K- 12.83% |
$184K - $208K
|
16.3K
$1.61M
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.44K- 47.19% |
$186K - $211K
|
2.73K
$270K
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-2.44K- 47.74% |
$187K - $212K
|
2.67K
$265K
|