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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
737+ 2.19% |
$67.9K - $80.3K
|
34.5K
$3.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
709+ 7.01% |
$65.3K - $77.3K
|
10.8K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
683+ 0.35% |
$62.9K - $74.4K
|
198K
$20.6M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
680+ 17.65% |
$62.6K - $74.1K
|
4.53K
$472K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
670+ 62.79% |
$61.7K - $73K
|
1.74K
$181K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
663+ 10.08% |
$61.1K - $72.3K
|
7.24K
$755K
|
|
|
May 15, 2025
Q1 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
659+ 9.1% |
$60.7K - $71.8K
|
7.9K
$823K
|
|
|
May 09, 2025
Q1 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
651+ 3.02% |
$60K - $70.9K
|
22.2K
$2.31M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
640+ 0.38% |
$59K - $69.7K
|
168K
$17.5M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
631+ 3.28% |
$58.1K - $68.8K
|
19.8K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
630+ 1.24% |
$58K - $68.7K
|
51.3K
$5.34M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
607+ 220.73% |
$55.9K - $66.2K
|
882
$91.9K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
602+ 2.77% |
$55.5K - $65.6K
|
22.3K
$2.33M
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
595+ 25.61% |
$54.8K - $64.8K
|
2.92K
$304K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
594+ 55.57% |
$54.7K - $64.7K
|
1.66K
$173K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
592+ 365.43% |
$54.5K - $64.5K
|
754
$78.6K
|
|
|
May 07, 2025
Q1 2025
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
588+ 13.29% |
$54.2K - $64.1K
|
5.01K
$522K
|
|
|
Apr 28, 2025
Q1 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
578+ 1.32% |
$53.2K - $63K
|
44.4K
$4.63M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
561+ 1.29% |
$51.7K - $61.1K
|
44.1K
$4.6M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
558+ 6.15% |
$51.4K - $60.8K
|
9.62K
$1M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
557+ 3.15% |
$51.3K - $60.7K
|
18.2K
$1.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
556+ 1.31% |
$51.2K - $60.6K
|
42.9K
$4.47M
|
|
|
May 02, 2025
Q1 2025
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
531+ 8.57% |
$48.9K - $57.9K
|
6.73K
$701K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
527New |
$48.5K - $57.4K
|
527
$54.9K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
526+ 83.62% |
$48.5K - $57.3K
|
1.16K
$120K
|
|
|
Apr 09, 2025
Q1 2025
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
521+ 4.69% |
$48K - $56.8K
|
11.6K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
514+ 4.76% |
$47.3K - $56K
|
11.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
510+ 1.3% |
$47K - $55.6K
|
39.8K
$4.14M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
508+ 8.21% |
$46.8K - $55.4K
|
6.69K
$697K
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
505New |
$46.5K - $55K
|
505
$52.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
503+ 0.81% |
$46.3K - $54.8K
|
62.7K
$6.53M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
501+ 4.34% |
$46.2K - $54.6K
|
12.1K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
500+ 0.29% |
$46.1K - $54.5K
|
171K
$17.9M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
496+ 1.86% |
$45.7K - $54.1K
|
27.2K
$2.83M
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
465+ 1.01% |
$42.8K - $50.7K
|
46.3K
$4.82M
|
|
|
May 13, 2025
Q1 2025
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
460+ 0.2% |
$42.4K - $50.1K
|
227K
$23.6M
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
459+ 6.23% |
$42.3K - $50K
|
7.82K
$815K
|
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
457+ 16.22% |
$42.1K - $49.8K
|
3.27K
$341K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
457+ 20.45% |
$42.1K - $49.8K
|
2.69K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
442+ 4.58% |
$40.7K - $48.2K
|
10.1K
$1.05M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
440+ 11.93% |
$40.5K - $48K
|
4.13K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
438+ 9.98% |
$40.3K - $47.7K
|
4.83K
$503K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
432New |
$39.8K - $47.1K
|
432
$45K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
430+ 3.31% |
$39.6K - $46.9K
|
13.4K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
412+ 2.22% |
$38K - $44.9K
|
19K
$1.98M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
411+ 17.5% |
$37.9K - $44.8K
|
2.76K
$288K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
400+ 18.43% |
$36.8K - $43.6K
|
2.57K
$268K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
385+ 2.03% |
$35.5K - $42K
|
19.4K
$2.02M
|
|
|
May 06, 2025
Q1 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
372New |
$34.3K - $40.5K
|
372
$38.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
366+ 13.93% |
$33.7K - $39.9K
|
2.99K
$312K
|