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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
15+ 0.55% |
$1.38K - $1.63K
|
2.76K
$289K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
15+ 0.21% |
$1.38K - $1.63K
|
7.21K
$755K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
14+ 21.88% |
$1.29K - $1.53K
|
78
$8.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
13+ 65.0% |
$1.2K - $1.42K
|
33
$3.46K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12+ 0.42% |
$1.11K - $1.31K
|
2.89K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
12New |
$1.11K - $1.31K
|
12
$1.26K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
12+ 0.84% |
$1.11K - $1.31K
|
1.43K
$150K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
11New |
$1.01K - $1.2K
|
11
$1.15K
|
|
|
May 13, 2025
Q1 2025
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
11+ 0.33% |
$1.01K - $1.2K
|
3.3K
$346K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
10+ 0.41% |
$921 - $1.09K
|
2.48K
$260K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
10+ 0.1% |
$921 - $1.09K
|
9.92K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10+ 66.67% |
$921 - $1.09K
|
25
$2.62K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
9+ 8.57% |
$829 - $981
|
114
$11.9K
|
|
|
May 07, 2025
Q1 2025
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
9+ 0.34% |
$829 - $981
|
2.67K
$280K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8+ 0.15% |
$737 - $872
|
5.43K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
8New |
$737 - $872
|
8
$838
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
8New |
$737 - $872
|
8
$838
|
|
|
May 01, 2025
Q1 2025
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
7+ 0.26% |
$645 - $763
|
2.74K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.26% |
$645 - $763
|
2.73K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
BUY
|
- |
6+ 0.12% |
$553 - $654
|
4.97K
$520K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
6+ 0.26% |
$553 - $654
|
2.3K
$241K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$553 - $654
|
3.92K
$411K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
5+ 17.24% |
$461 - $545
|
34
$3.56K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
5+ 0.81% |
$461 - $545
|
625
$65.5K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
BUY
|
- |
5+ 100.0% |
$461 - $545
|
10
$1.05K
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5+ 0.59% |
$461 - $545
|
850
$89K
|
|
|
May 12, 2025
Q1 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
5+ 0.74% |
$461 - $545
|
685
$71.8K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
5+ 0.08% |
$461 - $545
|
6.11K
$640K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
4New |
$368 - $436
|
4
$419
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4+ 4.3% |
$368 - $436
|
97
$10.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
4New |
$368 - $436
|
4
$419
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
4+ 0.05% |
$368 - $436
|
8.63K
$904K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
3+ 0.14% |
$276 - $327
|
2.21K
$231K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$276 - $327
|
3
$314
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
3+ 60.0% |
$276 - $327
|
8
$838
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.06% |
$276 - $327
|
4.91K
$515K
|
|
|
May 16, 2025
Q1 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
3New |
$276 - $327
|
3
$314
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.02% |
$184 - $218
|
11.4K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
2+ 50.0% |
$184 - $218
|
6
$629
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2+ 0.07% |
$184 - $218
|
2.79K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.71% |
$184 - $218
|
284
$29.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.04% |
$92.1 - $109
|
2.73K
$286K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
1+ 0.03% |
$92.1 - $109
|
2.99K
$313K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.38% |
$92.1 - $109
|
261
$27.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 5.56% |
$92.1 - $109
|
19
$1.99K
|
|
|
May 02, 2025
Q1 2025
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
1+ 0.01% |
$92.1 - $109
|
12.8K
$1.34M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
1+ 0.02% |
$92.1 - $109
|
6.13K
$642K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.17% |
$92.1 - $109
|
591
$61.9K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.56% |
$92.1 - $109
|
180
$18.9K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.52% |
$92.1 - $109
|
192
$20.1K
|