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 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
BUY
|
- |
364+ 0.86% |
$33.5K - $39.7K
|
42.8K
$4.46M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
363+ 2420.0% |
$33.4K - $39.6K
|
378
$39.4K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
361+ 58.99% |
$33.3K - $39.3K
|
973
$101K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
359+ 3.66% |
$33.1K - $39.1K
|
10.2K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
357+ 8.93% |
$32.9K - $38.9K
|
4.35K
$454K
|
|
|
Apr 30, 2025
Q1 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
349+ 62.54% |
$32.1K - $38K
|
907
$94.5K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
332+ 10.01% |
$30.6K - $36.2K
|
3.65K
$380K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
324+ 6.71% |
$29.8K - $35.3K
|
5.16K
$537K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
317+ 2.25% |
$29.2K - $34.5K
|
14.4K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
317+ 4.87% |
$29.2K - $34.5K
|
6.83K
$712K
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
316+ 138.6% |
$29.1K - $34.4K
|
544
$56.7K
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
315New |
$29K - $34.3K
|
315
$32.8K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
312+ 1.19% |
$28.7K - $34K
|
26.5K
$2.77M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
305+ 0.32% |
$28.1K - $33.2K
|
96.4K
$10M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
304+ 6.11% |
$28K - $33.1K
|
5.28K
$550K
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
BUY
|
- |
300+ 0.35% |
$27.6K - $32.7K
|
86.2K
$8.98M
|
|
|
May 07, 2025
Q1 2025
|
Empirical Finance, LLC
|
BUY
|
- |
297+ 2.76% |
$27.4K - $32.4K
|
11K
$1.15M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
296+ 3.75% |
$27.3K - $32.3K
|
8.18K
$853K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
295+ 12.11% |
$27.2K - $32.1K
|
2.73K
$285K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
290New |
$26.7K - $31.6K
|
290
$30.2K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
289+ 5.12% |
$26.6K - $31.5K
|
5.93K
$618K
|
|
|
May 13, 2025
Q1 2025
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
284+ 0.28% |
$26.2K - $31K
|
101K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
270+ 3.65% |
$24.9K - $29.4K
|
7.67K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
269+ 4.15% |
$24.8K - $29.3K
|
6.76K
$704K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
261+ 2.14% |
$24K - $28.4K
|
12.5K
$1.3M
|
|
|
Apr 08, 2025
Q1 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
257+ 5.67% |
$23.7K - $28K
|
4.79K
$499K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
257New |
$23.7K - $28K
|
257
$26.8K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
256+ 37.76% |
$23.6K - $27.9K
|
934
$97.3K
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
253+ 8.79% |
$23.3K - $27.6K
|
3.13K
$326K
|
|
|
Apr 21, 2025
Q1 2025
|
Spirit Of America Management Corp
|
BUY
|
- |
250+ 1.45% |
$23K - $27.2K
|
17.5K
$1.82M
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
250+ 4.25% |
$23K - $27.2K
|
6.13K
$639K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
245+ 252.58% |
$22.6K - $26.7K
|
342
$35.6K
|
|
|
May 08, 2025
Q1 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
243+ 10.57% |
$22.4K - $26.5K
|
2.54K
$265K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
242+ 35.07% |
$22.3K - $26.4K
|
932
$97.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
240+ 1.88% |
$22.1K - $26.2K
|
13K
$1.36M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
239+ 2.21% |
$22K - $26K
|
11K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
238+ 3.26% |
$21.9K - $25.9K
|
7.53K
$784K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
237+ 9.63% |
$21.8K - $25.8K
|
2.7K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
236+ 0.6% |
$21.7K - $25.7K
|
39.5K
$4.11M
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
234New |
$21.6K - $25.5K
|
234
$24.4K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
233+ 2.85% |
$21.5K - $25.4K
|
8.4K
$876K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
233New |
$21.5K - $25.4K
|
233
$24.3K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
227+ 6.17% |
$20.9K - $24.7K
|
3.91K
$407K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
220+ 15.2% |
$20.3K - $24K
|
1.67K
$174K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
218+ 7.91% |
$20.1K - $23.8K
|
2.97K
$310K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
214New |
$19.7K - $23.3K
|
214
$22.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
211+ 2.29% |
$19.4K - $23K
|
9.43K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
209+ 0.18% |
$19.3K - $22.8K
|
113K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
200+ 7.28% |
$18.4K - $21.8K
|
2.95K
$307K
|
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
199+ 7.54% |
$18.3K - $21.7K
|
2.84K
$296K
|