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 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-45- 1.97% |
$4.15K - $4.9K
|
2.25K
$234K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-46- 85.19% |
$4.24K - $5.01K
|
8
$834
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-46- 1.71% |
$4.24K - $5.01K
|
2.64K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-46- 0.11% |
$4.24K - $5.01K
|
43K
$4.48M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-47- 1.07% |
$4.33K - $5.12K
|
4.34K
$452K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-48- 0.36% |
$4.42K - $5.23K
|
13.2K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-50- 2.13% |
$4.61K - $5.45K
|
2.3K
$240K
|
|
|
May 15, 2025
Q1 2025
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-50- 1.55% |
$4.61K - $5.45K
|
3.18K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
SELL
|
- |
-54- 1.4% |
$4.97K - $5.88K
|
3.81K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-54- 1.22% |
$4.97K - $5.88K
|
4.36K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Bingham Private Wealth, LLC
San Francisco, CA |
SELL
|
- |
-54- 1.76% |
$4.97K - $5.88K
|
3.02K
$315K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.67% |
$5.07K - $5.99K
|
8.16K
$850K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-58- 20.49% |
$5.34K - $6.32K
|
225
$23.4K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-59- 1.87% |
$5.44K - $6.43K
|
3.09K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-59- 15.61% |
$5.44K - $6.43K
|
319
$33.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-62- 2.61% |
$5.71K - $6.76K
|
2.31K
$241K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63- 1.48% |
$5.8K - $6.87K
|
4.2K
$438K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-66- 5.05% |
$6.08K - $7.19K
|
1.24K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-67- 1.15% |
$6.17K - $7.3K
|
5.75K
$599K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-70- 1.32% |
$6.45K - $7.63K
|
5.25K
$547K
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-72- 3.17% |
$6.63K - $7.85K
|
2.2K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-72- 1.11% |
$6.63K - $7.85K
|
6.39K
$666K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 1.26% |
$6.82K - $8.06K
|
5.78K
$603K
|
|
|
Apr 09, 2025
Q1 2025
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-76- 0.81% |
$7K - $8.28K
|
9.27K
$967K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-78- 3.64% |
$7.19K - $8.5K
|
2.07K
$215K
|
|
|
Apr 23, 2025
Q1 2025
|
Security National Bank
|
SELL
|
- |
-81- 0.81% |
$7.46K - $8.83K
|
9.93K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-82- 2.49% |
$7.55K - $8.94K
|
3.21K
$334K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-85- 4.98% |
$7.83K - $9.26K
|
1.62K
$169K
|
|
|
Apr 22, 2025
Q1 2025
|
Blossom Wealth Management
|
SELL
|
- |
-95- 1.43% |
$8.75K - $10.4K
|
6.55K
$683K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-95- 4.7% |
$8.75K - $10.4K
|
1.93K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-97- 46.19% |
$8.94K - $10.6K
|
113
$11.8K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-99- 0.9% |
$9.12K - $10.8K
|
10.8K
$1.13M
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 1.67% |
$9.21K - $10.9K
|
5.9K
$614K
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
SELL
|
- |
-100- 1.86% |
$9.21K - $10.9K
|
5.29K
$551K
|
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
SELL
|
- |
-100- 0.23% |
$9.21K - $10.9K
|
44.1K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 13.05% |
$9.21K - $10.9K
|
666
$69.4K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-100- 2.74% |
$9.21K - $10.9K
|
3.54K
$369K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-104- 1.75% |
$9.58K - $11.3K
|
5.85K
$609K
|
|
|
Apr 29, 2025
Q1 2025
|
Fullcircle Wealth LLC
Dallas, TX |
SELL
|
- |
-106- 1.2% |
$9.76K - $11.6K
|
8.76K
$913K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-112- 8.58% |
$10.3K - $12.2K
|
1.19K
$124K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-115- 12.51% |
$10.6K - $12.5K
|
804
$83.8K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-119- 0.95% |
$11K - $13K
|
12.4K
$1.29M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-122- 2.26% |
$11.2K - $13.3K
|
5.29K
$551K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-123- 8.49% |
$11.3K - $13.4K
|
1.33K
$138K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-126- 2.85% |
$11.6K - $13.7K
|
4.29K
$447K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-126- 3.97% |
$11.6K - $13.7K
|
3.05K
$317K
|
|
|
Apr 22, 2025
Q1 2025
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-128- 0.59% |
$11.8K - $13.9K
|
21.6K
$2.25M
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-132- 0.49% |
$12.2K - $14.4K
|
26.9K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-132- 6.01% |
$12.2K - $14.4K
|
2.07K
$215K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-138- 7.63% |
$12.7K - $15K
|
1.67K
$174K
|