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 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-1- 0.08% |
$92.1 - $109
|
1.26K
$131K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$92.1 - $109
|
1.25K
$131K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-1- 1.09% |
$92.1 - $109
|
91
$9.48K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1- 0.02% |
$92.1 - $109
|
6.52K
$680K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2- 0.06% |
$184 - $218
|
3.52K
$367K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3- 0.33% |
$276 - $327
|
913
$95.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-3- 0.13% |
$276 - $327
|
2.25K
$234K
|
|
|
May 07, 2025
Q1 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-3- 0.08% |
$276 - $327
|
3.83K
$399K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3- 0.02% |
$276 - $327
|
14.5K
$1.51M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-4- 1.54% |
$368 - $436
|
256
$26.7K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-4- 0.07% |
$368 - $436
|
5.71K
$595K
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
SELL
|
- |
-5- 0.15% |
$461 - $545
|
3.44K
$359K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6- 0.27% |
$553 - $654
|
2.23K
$233K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-6- 7.23% |
$553 - $654
|
77
$8.02K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-6- 0.08% |
$553 - $654
|
7.56K
$788K
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6- 0.2% |
$553 - $654
|
3.01K
$314K
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-7- 0.28% |
$645 - $763
|
2.48K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-7- 0.29% |
$645 - $763
|
2.37K
$247K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-8- 0.17% |
$737 - $872
|
4.58K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Moment Partners, LLC
San Francisco, CA |
SELL
|
- |
-8- 0.24% |
$737 - $872
|
3.33K
$347K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-9- 0.21% |
$829 - $981
|
4.2K
$437K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-10- 0.21% |
$921 - $1.09K
|
4.74K
$494K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-12- 0.1% |
$1.11K - $1.31K
|
12.5K
$1.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-13- 0.16% |
$1.2K - $1.42K
|
8.06K
$840K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-13- 0.11% |
$1.2K - $1.42K
|
12.2K
$1.28M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13- 0.06% |
$1.2K - $1.42K
|
20.8K
$2.16M
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-15- 2.76% |
$1.38K - $1.63K
|
529
$55.1K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-15- 41.67% |
$1.38K - $1.63K
|
21
$2.19K
|
|
|
May 14, 2025
Q1 2025
|
B&L Asset Management LLC
Boston, MA |
SELL
|
- |
-19- 0.68% |
$1.75K - $2.07K
|
2.76K
$287K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-20- 0.17% |
$1.84K - $2.18K
|
11.5K
$1.2M
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-22- 0.26% |
$2.03K - $2.4K
|
8.56K
$892K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-25- 20.16% |
$2.3K - $2.72K
|
99
$10.3K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-26- 0.45% |
$2.4K - $2.83K
|
5.7K
$594K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-27- 2.14% |
$2.49K - $2.94K
|
1.24K
$129K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-28- 45.16% |
$2.58K - $3.05K
|
34
$3.54K
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-29- 0.97% |
$2.67K - $3.16K
|
2.96K
$308K
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-29- 0.05% |
$2.67K - $3.16K
|
60.5K
$6.31M
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-32- 0.38% |
$2.95K - $3.49K
|
8.42K
$877K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-34- 0.43% |
$3.13K - $3.71K
|
7.86K
$819K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-34- 0.58% |
$3.13K - $3.71K
|
5.78K
$603K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34- 0.82% |
$3.13K - $3.71K
|
4.09K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-35- 1.17% |
$3.22K - $3.81K
|
2.97K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-35- 3.6% |
$3.22K - $3.81K
|
937
$97.7K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-38- 1.04% |
$3.5K - $4.14K
|
3.63K
$379K
|
|
|
Apr 23, 2025
Q1 2025
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-40- 0.98% |
$3.68K - $4.36K
|
4.02K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Archer Investment Corp
|
SELL
|
- |
-41- 66.13% |
$3.78K - $4.47K
|
21
$2.19K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-42- 1.08% |
$3.87K - $4.58K
|
3.86K
$402K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-43- 0.39% |
$3.96K - $4.69K
|
10.9K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-43- 1.87% |
$3.96K - $4.69K
|
2.25K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-44- 1.56% |
$4.05K - $4.8K
|
2.78K
$290K
|