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
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
46+ 460.0% |
$4.24K - $5.01K
|
56
$5.87K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
45+ 10.47% |
$4.15K - $4.9K
|
475
$49.8K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
42+ 21.21% |
$3.87K - $4.58K
|
240
$25.1K
|
|
|
Apr 23, 2025
Q1 2025
|
First Pacific Financial
|
BUY
|
- |
41+ 4.55% |
$3.78K - $4.47K
|
943
$98.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
41+ 0.05% |
$3.78K - $4.47K
|
83K
$8.69M
|
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
41+ 0.86% |
$3.78K - $4.47K
|
4.78K
$501K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
40+ 2.69% |
$3.68K - $4.36K
|
1.53K
$160K
|
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
40+ 0.79% |
$3.68K - $4.36K
|
5.11K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
40+ 0.63% |
$3.68K - $4.36K
|
6.37K
$667K
|
|
|
May 07, 2025
Q1 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.29% |
$3.68K - $4.36K
|
13.8K
$1.45M
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
40New |
$3.68K - $4.36K
|
40
$4.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
39+ 1.25% |
$3.59K - $4.25K
|
3.15K
$330K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
38+ 12.79% |
$3.5K - $4.14K
|
335
$35.1K
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 0.47% |
$3.5K - $4.14K
|
8.12K
$850K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
35+ 1.15% |
$3.22K - $3.81K
|
3.08K
$323K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.96% |
$3.22K - $3.81K
|
3.68K
$385K
|
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
35+ 0.31% |
$3.22K - $3.81K
|
11.2K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
34New |
$3.13K - $3.71K
|
34
$3.56K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
32+ 0.87% |
$2.95K - $3.49K
|
3.73K
$390K
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
32+ 1.21% |
$2.95K - $3.49K
|
2.69K
$281K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
30+ 0.26% |
$2.76K - $3.27K
|
11.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
30+ 4.39% |
$2.76K - $3.27K
|
714
$74.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
29+ 0.68% |
$2.67K - $3.16K
|
4.26K
$447K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
29New |
$2.67K - $3.16K
|
29
$3.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
28+ 0.51% |
$2.58K - $3.05K
|
5.48K
$574K
|
|
|
Apr 08, 2025
Q1 2025
|
Pacifica Partners Inc.
|
BUY
|
- |
27New |
$2.49K - $2.94K
|
27
$2.83K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
27+ 0.16% |
$2.49K - $2.94K
|
17.1K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
BUY
|
- |
26+ 14.94% |
$2.4K - $2.83K
|
200
$21K
|
|
|
Apr 30, 2025
Q1 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
25+ 0.83% |
$2.3K - $2.72K
|
3.05K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
24+ 1.04% |
$2.21K - $2.62K
|
2.32K
$243K
|
|
|
May 05, 2025
Q1 2025
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
24+ 0.83% |
$2.21K - $2.62K
|
2.93K
$307K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
24New |
$2.21K - $2.62K
|
24
$2.51K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
23+ 0.59% |
$2.12K - $2.51K
|
3.95K
$414K
|
|
|
Apr 21, 2025
Q1 2025
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
23+ 0.82% |
$2.12K - $2.51K
|
2.84K
$298K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
23+ 0.71% |
$2.12K - $2.51K
|
3.25K
$340K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
23+ 0.71% |
$2.12K - $2.51K
|
3.25K
$341K
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
23+ 0.06% |
$2.12K - $2.51K
|
37K
$3.87M
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
22+ 9.57% |
$2.03K - $2.4K
|
252
$26.4K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
22New |
$2.03K - $2.4K
|
22
$2.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
21+ 131.25% |
$1.93K - $2.29K
|
37
$3.88K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
21+ 0.27% |
$1.93K - $2.29K
|
7.7K
$806K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
20New |
$1.84K - $2.18K
|
20
$2.1K
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
20New |
$1.84K - $2.18K
|
20
$2.1K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
18+ 0.8% |
$1.66K - $1.96K
|
2.27K
$238K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.68K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
16New |
$1.47K - $1.74K
|
16
$1.68K
|
|
|
May 14, 2025
Q1 2025
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
16+ 0.81% |
$1.47K - $1.74K
|
1.98K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
16+ 0.12% |
$1.47K - $1.74K
|
13.5K
$1.41M
|
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
16+ 0.24% |
$1.47K - $1.74K
|
6.77K
$709K
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
15+ 10.42% |
$1.38K - $1.63K
|
159
$16.7K
|