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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
98+ 3.03% |
$9.03K - $10.7K
|
3.34K
$349K
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
BUY
|
- |
97+ 12.6% |
$8.94K - $10.6K
|
867
$90.8K
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
94+ 0.64% |
$8.66K - $10.2K
|
14.7K
$1.54M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
93+ 1.27% |
$8.57K - $10.1K
|
7.42K
$777K
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
93+ 14.29% |
$8.57K - $10.1K
|
744
$77.9K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
92+ 1.4% |
$8.48K - $10K
|
6.66K
$698K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
91+ 4.14% |
$8.38K - $9.92K
|
2.29K
$240K
|
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
BUY
|
- |
89+ 1.6% |
$8.2K - $9.7K
|
5.65K
$592K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
88+ 4.05% |
$8.11K - $9.59K
|
2.26K
$237K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
85+ 33.2% |
$7.83K - $9.26K
|
341
$35.7K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
85+ 0.89% |
$7.83K - $9.26K
|
9.69K
$1.01M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
BUY
|
- |
84+ 2.7% |
$7.74K - $9.15K
|
3.19K
$334K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
84+ 0.39% |
$7.74K - $9.15K
|
21.7K
$2.27M
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
83+ 7.88% |
$7.65K - $9.05K
|
1.14K
$119K
|
|
|
May 05, 2025
Q1 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
83+ 1.02% |
$7.65K - $9.05K
|
8.19K
$857K
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
79+ 1580.0% |
$7.28K - $8.61K
|
84
$8.8K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
76+ 0.41% |
$7K - $8.28K
|
18.8K
$1.97M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 1.37% |
$6.91K - $8.17K
|
5.54K
$580K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
74+ 4.5% |
$6.82K - $8.06K
|
1.72K
$180K
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
74+ 0.17% |
$6.82K - $8.06K
|
42.4K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
74+ 0.48% |
$6.82K - $8.06K
|
15.6K
$1.64M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
72+ 1.8% |
$6.63K - $7.85K
|
4.08K
$427K
|
|
|
May 13, 2025
Q1 2025
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
72New |
$6.63K - $7.85K
|
72
$7.54K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
72+ 2.26% |
$6.63K - $7.85K
|
3.25K
$341K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
70+ 102.94% |
$6.45K - $7.63K
|
138
$14.5K
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
70+ 1.71% |
$6.45K - $7.63K
|
4.15K
$435K
|
|
|
Apr 29, 2025
Q1 2025
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
68+ 1.02% |
$6.26K - $7.41K
|
6.72K
$703K
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
66+ 2.65% |
$6.08K - $7.19K
|
2.55K
$267K
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
64+ 0.79% |
$5.9K - $6.97K
|
8.21K
$860K
|
|
|
May 02, 2025
Q1 2025
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
63+ 1.52% |
$5.8K - $6.87K
|
4.22K
$442K
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
61New |
$5.62K - $6.65K
|
61
$6.39K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
61+ 1.1% |
$5.62K - $6.65K
|
5.62K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
61+ 7.24% |
$5.62K - $6.65K
|
903
$94.6K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
60+ 1.6% |
$5.53K - $6.54K
|
3.8K
$398K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
58+ 54.72% |
$5.34K - $6.32K
|
164
$17.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
58+ 0.91% |
$5.34K - $6.32K
|
6.42K
$673K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
58+ 44.27% |
$5.34K - $6.32K
|
189
$19.8K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
58+ 0.58% |
$5.34K - $6.32K
|
10.1K
$1.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
56+ 2.43% |
$5.16K - $6.1K
|
2.36K
$247K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
55New |
$5.07K - $5.99K
|
55
$5.76K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
55+ 19.23% |
$5.07K - $5.99K
|
341
$35.7K
|
|
|
Apr 16, 2025
Q1 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
54+ 1.78% |
$4.97K - $5.88K
|
3.08K
$323K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
53New |
$4.88K - $5.78K
|
53
$5.55K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
51+ 1.0% |
$4.7K - $5.56K
|
5.18K
$542K
|
|
|
May 15, 2025
Q1 2025
|
Certior Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
51+ 1.39% |
$4.7K - $5.56K
|
3.73K
$391K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
48+ 0.58% |
$4.42K - $5.23K
|
8.39K
$879K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
47New |
$4.33K - $5.12K
|
47
$4.92K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Advisors Inc
|
BUY
|
- |
47+ 1.3% |
$4.33K - $5.12K
|
3.68K
$385K
|
|
|
May 12, 2025
Q1 2025
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
47+ 2.07% |
$4.33K - $5.12K
|
2.32K
$243K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
46+ 1.99% |
$4.24K - $5.01K
|
2.36K
$247K
|