Purchases and Sales Made in Q1 2025 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q1 2025. 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, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
BUY
|
- |
196+ 4.5% |
$18.1K - $21.4K
|
4.55K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
191+ 32.37% |
$17.6K - $20.8K
|
781
$81.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
188+ 2.71% |
$17.3K - $20.5K
|
7.14K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Buckley Wealth Management, LLC
|
BUY
|
- |
183+ 2.74% |
$16.9K - $19.9K
|
6.87K
$720K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
179+ 3.04% |
$16.5K - $19.5K
|
6.07K
$636K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
179+ 0.79% |
$16.5K - $19.5K
|
23K
$2.41M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
178+ 7.72% |
$16.4K - $19.4K
|
2.48K
$260K
|
|
|
May 15, 2025
Q1 2025
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
178+ 1.22% |
$16.4K - $19.4K
|
14.8K
$1.55M
|
|
|
May 27, 2025
Q1 2025
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
177+ 3.79% |
$16.3K - $19.3K
|
4.85K
$508K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
176+ 3.74% |
$16.2K - $19.2K
|
4.89K
$512K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
172+ 955.56% |
$15.8K - $18.7K
|
190
$19.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
170+ 5.53% |
$15.7K - $18.5K
|
3.24K
$340K
|
|
|
May 05, 2025
Q1 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
170+ 7.66% |
$15.7K - $18.5K
|
2.39K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
170+ 0.42% |
$15.7K - $18.5K
|
40.3K
$4.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
166+ 518.75% |
$15.3K - $18.1K
|
198
$20.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
157+ 5.63% |
$14.5K - $17.1K
|
2.95K
$309K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
154New |
$14.2K - $16.8K
|
154
$16.1K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
151+ 1.64% |
$13.9K - $16.5K
|
9.37K
$981K
|
|
|
May 06, 2025
Q1 2025
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
150+ 8.97% |
$13.8K - $16.3K
|
1.82K
$191K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
148New |
$13.6K - $16.1K
|
148
$15.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
145+ 4.79% |
$13.4K - $15.8K
|
3.18K
$333K
|
|
|
Jun 03, 2025
Q1 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
141+ 5.12% |
$13K - $15.4K
|
2.89K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
140+ 2.52% |
$12.9K - $15.3K
|
5.69K
$596K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
140+ 1.62% |
$12.9K - $15.3K
|
8.8K
$921K
|
|
|
May 16, 2025
Q1 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
136+ 2.92% |
$12.5K - $14.8K
|
4.79K
$502K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
135+ 1.01% |
$12.4K - $14.7K
|
13.6K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
135+ 1.25% |
$12.4K - $14.7K
|
11K
$1.15M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
134+ 1.56% |
$12.3K - $14.6K
|
8.72K
$914K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
127+ 2.33% |
$11.7K - $13.8K
|
5.57K
$583K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
125+ 2.47% |
$11.5K - $13.6K
|
5.18K
$543K
|
|
|
May 14, 2025
Q1 2025
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
125+ 0.16% |
$11.5K - $13.6K
|
78.6K
$8.24M
|
|
|
May 13, 2025
Q1 2025
|
Klcm Advisors, Inc.
|
BUY
|
- |
124+ 0.33% |
$11.4K - $13.5K
|
38K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Saudi Central Bank
Riyadh, T0 |
BUY
|
- |
124New |
$11.4K - $13.5K
|
124
$13K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
122+ 0.63% |
$11.2K - $13.3K
|
19.6K
$2.05M
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
121+ 0.97% |
$11.1K - $13.2K
|
12.6K
$1.32M
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
120+ 1.99% |
$11.1K - $13.1K
|
6.14K
$643K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
120+ 0.44% |
$11.1K - $13.1K
|
27.3K
$2.85M
|
|
|
Apr 11, 2025
Q1 2025
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
119+ 5.56% |
$11K - $13K
|
2.26K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
BUY
|
- |
119+ 3.06% |
$11K - $13K
|
4.01K
$420K
|
|
|
May 12, 2025
Q1 2025
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
117+ 0.68% |
$10.8K - $12.8K
|
17.3K
$1.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
116+ 4.36% |
$10.7K - $12.6K
|
2.77K
$291K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
115+ 0.44% |
$10.6K - $12.5K
|
26.3K
$2.76M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
115+ 2.09% |
$10.6K - $12.5K
|
5.62K
$588K
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
111+ 555.0% |
$10.2K - $12.1K
|
131
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
111+ 2.73% |
$10.2K - $12.1K
|
4.17K
$437K
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
107+ 3.54% |
$9.86K - $11.7K
|
3.13K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
106New |
$9.76K - $11.6K
|
106
$11.1K
|
|
|
Apr 10, 2025
Q1 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
100+ 1.91% |
$9.21K - $10.9K
|
5.34K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
100+ 2.67% |
$9.21K - $10.9K
|
3.85K
$403K
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
BUY
|
- |
100+ 0.59% |
$9.21K - $10.9K
|
17.1K
$1.79M
|