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 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-143- 4.59% |
$13.2K - $15.6K
|
2.97K
$310K
|
|
|
Apr 09, 2025
Q1 2025
|
Mitchell & Pahl Private Wealth, LLC
|
SELL
|
- |
-147- 0.55% |
$13.5K - $16K
|
26.4K
$2.76M
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-150- 2.22% |
$13.8K - $16.3K
|
6.62K
$690K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-150- 3.93% |
$13.8K - $16.3K
|
3.67K
$382K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-156- 3.81% |
$14.4K - $17K
|
3.94K
$411K
|
|
|
May 12, 2025
Q1 2025
|
Fox Hill Wealth Management
Dedham, MA |
SELL
|
- |
-157- 0.98% |
$14.5K - $17.1K
|
15.9K
$1.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-158- 4.44% |
$14.6K - $17.2K
|
3.4K
$354K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-160- 5.75% |
$14.7K - $17.4K
|
2.63K
$274K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
SELL
|
- |
-163- 0.96% |
$15K - $17.8K
|
16.7K
$1.75M
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-163- 2.49% |
$15K - $17.8K
|
6.39K
$666K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-165- 3.32% |
$15.2K - $18K
|
4.81K
$501K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-167- 15.77% |
$15.4K - $18.2K
|
892
$93K
|
|
|
May 15, 2025
Q1 2025
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-168- 0.66% |
$15.5K - $18.3K
|
25.4K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-170- 0.31% |
$15.7K - $18.5K
|
54.6K
$5.69M
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-176- 1.02% |
$16.2K - $19.2K
|
17.1K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-182- 7.5% |
$16.8K - $19.8K
|
2.24K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-193- 5.3% |
$17.8K - $21K
|
3.45K
$359K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-194- 1.03% |
$17.9K - $21.1K
|
18.6K
$1.94M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-199- 52.37% |
$18.3K - $21.7K
|
181
$18.9K
|
|
|
May 08, 2025
Q1 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-199- 1.02% |
$18.3K - $21.7K
|
19.4K
$2.02M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-202- 3.88% |
$18.6K - $22K
|
5.01K
$522K
|
|
|
May 12, 2025
Q1 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-207- 5.15% |
$19.1K - $22.6K
|
3.82K
$398K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-215- 3.59% |
$19.8K - $23.4K
|
5.78K
$602K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-226- 8.9% |
$20.8K - $24.6K
|
2.31K
$241K
|
|
|
May 09, 2025
Q1 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-226- 1.93% |
$20.8K - $24.6K
|
11.5K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-231- 18.49% |
$21.3K - $25.2K
|
1.02K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-236- 1.39% |
$21.7K - $25.7K
|
16.8K
$1.75M
|
|
|
Apr 07, 2025
Q1 2025
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-237- 8.61% |
$21.8K - $25.8K
|
2.52K
$262K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-242- 6.83% |
$22.3K - $26.4K
|
3.3K
$344K
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-243- 0.49% |
$22.4K - $26.5K
|
49.5K
$5.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-247- 8.47% |
$22.8K - $26.9K
|
2.67K
$278K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-254- 9.53% |
$23.4K - $27.7K
|
2.41K
$251K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-261- 9.58% |
$24K - $28.4K
|
2.46K
$257K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-267- 0.24% |
$24.6K - $29.1K
|
110K
$11.5M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-271- 79.24% |
$25K - $29.5K
|
71
$7.4K
|
|
|
Apr 09, 2025
Q1 2025
|
Sentry Investment Management LLC
|
SELL
|
- |
-272- 23.03% |
$25.1K - $29.6K
|
909
$94.7K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-279- 0.58% |
$25.7K - $30.4K
|
47.5K
$4.95M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-279- 5.05% |
$25.7K - $30.4K
|
5.25K
$547K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-280- 3.95% |
$25.8K - $30.5K
|
6.8K
$709K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-284- 1.64% |
$26.2K - $31K
|
17K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-294- 6.37% |
$27.1K - $32K
|
4.32K
$450K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-300- 1.99% |
$27.6K - $32.7K
|
14.8K
$1.54M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-302- 3.49% |
$27.8K - $32.9K
|
8.35K
$871K
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-305- 1.59% |
$28.1K - $33.2K
|
18.9K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
SELL
|
- |
-307- 7.26% |
$28.3K - $33.5K
|
3.92K
$409K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
SELL
|
- |
-313- 2.03% |
$28.8K - $34.1K
|
15.1K
$1.58M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-318- 12.22% |
$29.3K - $34.7K
|
2.28K
$238K
|
|
|
May 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-319- 1.57% |
$29.4K - $34.8K
|
20K
$2.08M
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-320- 0.35% |
$29.5K - $34.9K
|
91.5K
$9.53M
|
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-327- 8.73% |
$30.1K - $35.6K
|
3.42K
$356K
|