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 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
51+ 2.04% |
$3.9K - $4.42K
|
2.55K
$239K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
51+ 1.29% |
$3.9K - $4.42K
|
4K
$376K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
51+ 0.19% |
$3.9K - $4.42K
|
26.3K
$2.48M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
49+ 21.12% |
$3.75K - $4.24K
|
281
$26.4K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
49+ 8.17% |
$3.75K - $4.24K
|
649
$61K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
49+ 0.93% |
$3.75K - $4.24K
|
5.3K
$498K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
49+ 3.56% |
$3.75K - $4.24K
|
1.42K
$134K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
46+ 0.92% |
$3.52K - $3.98K
|
5.07K
$476K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
43+ 12.95% |
$3.29K - $3.72K
|
375
$35.2K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
40+ 1.42% |
$3.06K - $3.46K
|
2.85K
$268K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
40+ 1.49% |
$3.06K - $3.46K
|
2.72K
$256K
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
38+ 0.66% |
$2.91K - $3.29K
|
5.77K
$543K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
38New |
$2.91K - $3.29K
|
38
$3.57K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
37New |
$2.83K - $3.2K
|
37
$3.48K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
34+ 1.24% |
$2.6K - $2.94K
|
2.79K
$262K
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
33+ 0.79% |
$2.52K - $2.86K
|
4.22K
$397K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
33New |
$2.52K - $2.86K
|
33
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
31+ 0.98% |
$2.37K - $2.68K
|
3.18K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
28+ 16.57% |
$2.14K - $2.43K
|
197
$18.5K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
26+ 0.26% |
$1.99K - $2.25K
|
10K
$941K
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
24New |
$1.84K - $2.08K
|
24
$2.26K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
20+ 0.35% |
$1.53K - $1.73K
|
5.67K
$533K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 3.1% |
$1.53K - $1.73K
|
666
$62.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
18+ 0.68% |
$1.38K - $1.56K
|
2.68K
$252K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
18+ 0.68% |
$1.38K - $1.56K
|
2.65K
$249K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17+ 0.64% |
$1.3K - $1.47K
|
2.66K
$250K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
17+ 1.42% |
$1.3K - $1.47K
|
1.21K
$114K
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
17+ 0.47% |
$1.3K - $1.47K
|
3.64K
$342K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16New |
$1.22K - $1.39K
|
16
$1.5K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 3.52% |
$1.15K - $1.3K
|
441
$41.4K
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
14+ 0.23% |
$1.07K - $1.21K
|
5.98K
$562K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
13+ 100.0% |
$994 - $1.13K
|
26
$2.44K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13New |
$994 - $1.13K
|
13
$1.22K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
12+ 0.33% |
$918 - $1.04K
|
3.7K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
10+ 0.18% |
$765 - $866
|
5.49K
$516K
|
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
BUY
|
- |
10+ 0.31% |
$765 - $866
|
3.25K
$305K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
9+ 90.0% |
$688 - $779
|
19
$1.79K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
9+ 1.56% |
$688 - $779
|
587
$55.2K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.08% |
$688 - $779
|
10.9K
$1.03M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
8+ 25.81% |
$612 - $693
|
39
$3.67K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7+ 0.24% |
$535 - $606
|
2.91K
$274K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.26% |
$535 - $606
|
2.67K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
7+ 1.1% |
$535 - $606
|
641
$60.2K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
6+ 66.67% |
$459 - $520
|
15
$1.41K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
6+ 0.71% |
$459 - $520
|
857
$80.5K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
6New |
$459 - $520
|
6
$564
|
|
|
Apr 22, 2024
Q1 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
6+ 0.19% |
$459 - $520
|
3.21K
$301K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
5+ 0.06% |
$382 - $433
|
8.5K
$799K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
5New |
$382 - $433
|
5
$470
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
5+ 0.1% |
$382 - $433
|
4.98K
$468K
|