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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-240- 1.82% |
$20.7K - $23.7K
|
12.9K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
SELL
|
- |
-242- 0.62% |
$20.9K - $23.9K
|
38.5K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-249- 1.37% |
$21.5K - $24.6K
|
17.9K
$1.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-249- 6.1% |
$21.5K - $24.6K
|
3.83K
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-250- 7.14% |
$21.5K - $24.7K
|
3.25K
$327K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-251- 5.0% |
$21.6K - $24.8K
|
4.77K
$480K
|
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
SELL
|
- |
-256- 1.01% |
$22.1K - $25.3K
|
25.1K
$2.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-280- 3.97% |
$24.1K - $27.6K
|
6.77K
$682K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-283- 1.2% |
$24.4K - $27.9K
|
23.3K
$2.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-289- 60.33% |
$24.9K - $28.5K
|
190
$19.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-293- 1.11% |
$25.3K - $28.9K
|
26K
$2.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-301- 3.71% |
$25.9K - $29.7K
|
7.81K
$786K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-302- 7.88% |
$26K - $29.8K
|
3.53K
$355K
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-303- 3.73% |
$26.1K - $29.9K
|
7.83K
$788K
|
|
|
Aug 11, 2023
Q2 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-322- 0.26% |
$27.8K - $31.8K
|
125K
$12.6M
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-324- 1.06% |
$27.9K - $32K
|
30.2K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-334- 0.3% |
$28.8K - $32.9K
|
112K
$11.3M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-339- 16.68% |
$29.2K - $33.4K
|
1.69K
$170K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-339- 16.68% |
$29.2K - $33.4K
|
1.69K
$170K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-350- 66.54% |
$30.2K - $34.5K
|
176
$17.7K
|
|
|
Jul 21, 2023
Q2 2023
|
Miller Howard Investments Inc
|
SELL
|
- |
-356- 1.47% |
$30.7K - $35.1K
|
23.9K
$2.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-362- 2.57% |
$31.2K - $35.7K
|
13.7K
$1.38M
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-370- 2.06% |
$31.9K - $36.5K
|
17.6K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-373- 3.74% |
$32.1K - $36.8K
|
9.59K
$966K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-410- 32.31% |
$35.3K - $40.4K
|
859
$86.5K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-415- 15.5% |
$35.8K - $40.9K
|
2.26K
$228K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-415- 15.5% |
$35.8K - $40.9K
|
2.26K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-424- 1.15% |
$36.5K - $41.8K
|
36.5K
$3.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-426- 6.75% |
$36.7K - $42K
|
5.89K
$593K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-429- 5.64% |
$37K - $42.3K
|
7.17K
$722K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-440- 0.51% |
$37.9K - $43.4K
|
86.1K
$8.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-440- 0.41% |
$37.9K - $43.4K
|
106K
$10.7M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-440- 0.51% |
$37.9K - $43.4K
|
86.1K
$8.67M
|
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
SELL
|
- |
-445- 1.05% |
$38.4K - $43.9K
|
42.1K
$4.24M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-447- 0.99% |
$38.5K - $44.1K
|
44.7K
$4.5M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-450- 47.37% |
$38.8K - $44.4K
|
500
$50.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-456- 2.44% |
$39.3K - $45K
|
18.2K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-476- 1.62% |
$41K - $47K
|
28.9K
$2.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-481- 2.27% |
$41.5K - $47.4K
|
20.7K
$2.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-489- 6.89% |
$42.1K - $48.2K
|
6.61K
$665K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-492- 32.76% |
$42.4K - $48.5K
|
1.01K
$102K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-500- 5.0% |
$43.1K - $49.3K
|
9.5K
$956K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Securities LLC
New York, NY |
SELL
|
- |
-500- 9.9% |
$43.1K - $49.3K
|
4.55K
$458K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-506- 3.49% |
$43.6K - $49.9K
|
14K
$1.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-508- 2.78% |
$43.8K - $50.1K
|
17.7K
$1.79M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-510- 10.31% |
$44K - $50.3K
|
4.44K
$446K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-511- 2.72% |
$44K - $50.4K
|
18.2K
$1.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-517- 1.46% |
$44.6K - $51K
|
34.8K
$3.51M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-518- 2.51% |
$44.6K - $51.1K
|
20.1K
$2.02M
|
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-525- 9.81% |
$45.2K - $51.8K
|
4.82K
$486K
|