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
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
185+ 2.97% |
$14.1K - $16K
|
6.41K
$602K
|
|
|
May 15, 2024
Q1 2024
|
Quarry LP
New York, NY |
BUY
|
- |
148+ 39.05% |
$11.3K - $12.8K
|
527
$49.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
146+ 1.27% |
$11.2K - $12.6K
|
11.7K
$1.1M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
145+ 0.43% |
$11.1K - $12.6K
|
34.2K
$3.22M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
142+ 2.11% |
$10.9K - $12.3K
|
6.88K
$646K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
142+ 52.59% |
$10.9K - $12.3K
|
412
$38.7K
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
135+ 2.06% |
$10.3K - $11.7K
|
6.7K
$630K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
134+ 2.7% |
$10.2K - $11.6K
|
5.1K
$479K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
134+ 1.99% |
$10.2K - $11.6K
|
6.87K
$646K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
128+ 0.15% |
$9.79K - $11.1K
|
85.8K
$8.07M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
125+ 694.44% |
$9.56K - $10.8K
|
143
$13.4K
|
|
|
May 03, 2024
Q1 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
124New |
$9.48K - $10.7K
|
124
$11.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.99% |
$9.4K - $10.7K
|
6.3K
$592K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
119New |
$9.1K - $10.3K
|
119
$11.2K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
117+ 2.63% |
$8.95K - $10.1K
|
4.57K
$429K
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
115+ 0.74% |
$8.79K - $9.96K
|
15.7K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
114New |
$8.72K - $9.87K
|
114
$10.7K
|
|
|
May 07, 2024
Q1 2024
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
113+ 2.13% |
$8.64K - $9.79K
|
5.41K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
110+ 1.61% |
$8.41K - $9.53K
|
6.95K
$654K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
107+ 0.4% |
$8.18K - $9.27K
|
26.8K
$2.52M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
107+ 1.67% |
$8.18K - $9.27K
|
6.5K
$611K
|
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
105+ 1.59% |
$8.03K - $9.09K
|
6.7K
$630K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
104New |
$7.95K - $9.01K
|
104
$9.77K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
102+ 0.15% |
$7.8K - $8.83K
|
69.6K
$6.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
100+ 3.22% |
$7.65K - $8.66K
|
3.2K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
97+ 0.94% |
$7.42K - $8.4K
|
10.4K
$980K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
97+ 2.41% |
$7.42K - $8.4K
|
4.12K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
94+ 20.22% |
$7.19K - $8.14K
|
559
$52.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
90+ 10.43% |
$6.88K - $7.79K
|
953
$89.6K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
86+ 2.14% |
$6.58K - $7.45K
|
4.11K
$386K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
84New |
$6.42K - $7.28K
|
84
$7.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
82New |
$6.27K - $7.1K
|
82
$7.71K
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
81+ 0.5% |
$6.19K - $7.02K
|
16.4K
$1.54M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
78+ 1.13% |
$5.96K - $6.76K
|
6.98K
$656K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
78New |
$5.96K - $6.76K
|
78
$7.33K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
77+ 1.35% |
$5.89K - $6.67K
|
5.78K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
76+ 1.03% |
$5.81K - $6.58K
|
7.43K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
75+ 0.12% |
$5.73K - $6.5K
|
65.2K
$6.13M
|
|
|
May 13, 2024
Q1 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
74+ 2.81% |
$5.66K - $6.41K
|
2.71K
$254K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
74+ 3.22% |
$5.66K - $6.41K
|
2.37K
$223K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
71+ 15.04% |
$5.43K - $6.15K
|
543
$51K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
65+ 13.32% |
$4.97K - $5.63K
|
553
$52K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
65+ 1.27% |
$4.97K - $5.63K
|
5.2K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
65New |
$4.97K - $5.63K
|
65
$6.11K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
61+ 1.15% |
$4.66K - $5.28K
|
5.37K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
59+ 16.81% |
$4.51K - $5.11K
|
410
$38.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
58+ 1.94% |
$4.43K - $5.02K
|
3.05K
$287K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
57New |
$4.36K - $4.94K
|
57
$5.36K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
57+ 0.6% |
$4.36K - $4.94K
|
9.59K
$901K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
56+ 1.09% |
$4.28K - $4.85K
|
5.17K
$486K
|