Purchases and Sales Made in Q2 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-7- 7.37% |
$603 - $690
|
88
$9.63K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 0.23% |
$776 - $888
|
3.84K
$420K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-10- 0.35% |
$862 - $986
|
2.84K
$311K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-10- 0.91% |
$862 - $986
|
1.09K
$119K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$862 - $986
|
10
$1.09K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-11- 4.4% |
$948 - $1.09K
|
239
$26.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-12- 0.28% |
$1.03K - $1.18K
|
4.29K
$470K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13- 7.69% |
$1.12K - $1.28K
|
156
$17.1K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-14- 2.65% |
$1.21K - $1.38K
|
515
$56.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
SELL
|
- |
-15- 5.0% |
$1.29K - $1.48K
|
285
$31.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-15- 15.15% |
$1.29K - $1.48K
|
84
$9.19K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-17- 0.28% |
$1.47K - $1.68K
|
6.04K
$661K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-19- 0.15% |
$1.64K - $1.87K
|
12.7K
$1.39M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-19- 0.79% |
$1.64K - $1.87K
|
2.4K
$262K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-21- 0.42% |
$1.81K - $2.07K
|
4.98K
$545K
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-21- 0.39% |
$1.81K - $2.07K
|
5.43K
$594K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.77% |
$1.98K - $2.27K
|
2.96K
$324K
|
|
|
Jul 31, 2023
Q2 2023
|
Ellenbecker Investment Group
|
SELL
|
- |
-23- 0.11% |
$1.98K - $2.27K
|
20.1K
$2.2M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-24- 17.91% |
$2.07K - $2.37K
|
110
$12K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-26- 0.77% |
$2.24K - $2.56K
|
3.34K
$365K
|
|
|
Aug 09, 2023
Q2 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-26- 0.05% |
$2.24K - $2.56K
|
48.9K
$5.35M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-27- 0.35% |
$2.33K - $2.66K
|
7.69K
$842K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-28- 3.07% |
$2.41K - $2.76K
|
884
$96.7K
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-31- 0.74% |
$2.67K - $3.06K
|
4.17K
$456K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-38- 40.86% |
$3.28K - $3.75K
|
55
$6.02K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 3.05% |
$3.71K - $4.24K
|
1.37K
$150K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-45- 1.05% |
$3.88K - $4.44K
|
4.22K
$462K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-48- 0.14% |
$4.14K - $4.73K
|
35.1K
$3.84M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-48- 0.74% |
$4.14K - $4.73K
|
6.45K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-49- 0.5% |
$4.22K - $4.83K
|
9.83K
$1.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-49- 5.98% |
$4.22K - $4.83K
|
771
$84.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-50- 0.04% |
$4.31K - $4.93K
|
138K
$15.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-53- 1.55% |
$4.57K - $5.23K
|
3.37K
$369K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-53- 0.5% |
$4.57K - $5.23K
|
10.6K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-54- 2.17% |
$4.65K - $5.33K
|
2.44K
$267K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-56- 25.11% |
$4.83K - $5.52K
|
167
$18.3K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-58- 0.88% |
$5K - $5.72K
|
6.57K
$719K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-59- 2.07% |
$5.09K - $5.82K
|
2.79K
$306K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-61- 1.8% |
$5.26K - $6.02K
|
3.34K
$365K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-62- 1.55% |
$5.34K - $6.12K
|
3.94K
$431K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-64- 2.48% |
$5.52K - $6.31K
|
2.52K
$275K
|
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-66- 1.18% |
$5.69K - $6.51K
|
5.54K
$607K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-67- 78.82% |
$5.77K - $6.61K
|
18
$1.97K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-69- 4.5% |
$5.95K - $6.81K
|
1.47K
$160K
|
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-69- 33.66% |
$5.95K - $6.81K
|
136
$14.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-72- 2.26% |
$6.21K - $7.1K
|
3.12K
$341K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-73- 1.29% |
$6.29K - $7.2K
|
5.57K
$609K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-75- 1.05% |
$6.46K - $7.4K
|
7.04K
$770K
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-75- 1.31% |
$6.46K - $7.4K
|
5.65K
$618K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-75- 1.8% |
$6.46K - $7.4K
|
4.08K
$447K
|