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 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-525- 9.81% |
$45.2K - $51.8K
|
4.82K
$497K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-531- 11.38% |
$45.8K - $52.4K
|
4.14K
$426K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-545- 17.87% |
$47K - $53.8K
|
2.5K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-550- 46.06% |
$47.4K - $54.3K
|
644
$66.3K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-575- 16.01% |
$49.6K - $56.7K
|
3.02K
$311K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-578- 5.62% |
$49.8K - $57K
|
9.71K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-584- 13.9% |
$50.3K - $57.6K
|
3.62K
$373K
|
|
|
Aug 03, 2023
Q2 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
SELL
|
- |
-590- 18.4% |
$50.9K - $58.2K
|
2.62K
$269K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-599- 41.34% |
$51.6K - $59.1K
|
850
$87.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-608- 10.09% |
$52.4K - $60K
|
5.42K
$558K
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-638- 14.79% |
$55K - $62.9K
|
3.68K
$379K
|
|
|
Aug 08, 2023
Q2 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-640- 1.43% |
$55.2K - $63.1K
|
44.2K
$4.56M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-649- 3.28% |
$55.9K - $64K
|
19.1K
$1.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-656- 3.9% |
$56.5K - $64.7K
|
16.2K
$1.67M
|
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-681- 9.14% |
$58.7K - $67.2K
|
6.77K
$697K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-689- 18.55% |
$59.4K - $68K
|
3.03K
$311K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-694- 2.57% |
$59.8K - $68.5K
|
26.3K
$2.71M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-700- 6.21% |
$60.3K - $69K
|
10.6K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-711- 11.59% |
$61.3K - $70.1K
|
5.43K
$559K
|
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-722- 2.91% |
$62.2K - $71.2K
|
24.1K
$2.48M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-766- 3.74% |
$66K - $75.6K
|
19.7K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Values First Advisors, Inc.
|
SELL
|
- |
-795- 20.48% |
$68.5K - $78.4K
|
3.09K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-798- 66.0% |
$68.8K - $78.7K
|
411
$42.3K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-800- 14.62% |
$69K - $78.9K
|
4.67K
$481K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
SELL
|
- |
-804- 1.19% |
$69.3K - $79.3K
|
67K
$6.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-811- 1.16% |
$69.9K - $80K
|
69.3K
$7.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-817- 2.18% |
$70.4K - $80.6K
|
36.6K
$3.77M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-819- 2.95% |
$70.6K - $80.8K
|
26.9K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-829- 1.96% |
$71.5K - $81.8K
|
41.5K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-837- 6.19% |
$72.1K - $82.6K
|
12.7K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-839- 2.14% |
$72.3K - $82.8K
|
38.3K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-854- 9.92% |
$73.6K - $84.2K
|
7.75K
$798K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-855- 4.48% |
$73.7K - $84.3K
|
18.2K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-864- 13.23% |
$74.5K - $85.2K
|
5.67K
$584K
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-886- 9.4% |
$76.4K - $87.4K
|
8.54K
$880K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-928- 11.74% |
$80K - $91.5K
|
6.98K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-949- 0.69% |
$81.8K - $93.6K
|
138K
$14.2M
|
|
|
Jul 07, 2023
Q2 2023
|
Somerset Trust CO
|
SELL
|
- |
-964- 2.97% |
$83.1K - $95.1K
|
31.5K
$3.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-986- 9.22% |
$85K - $97.3K
|
9.71K
$1M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-989- 14.84% |
$85.2K - $97.6K
|
5.68K
$584K
|
|
|
Jul 18, 2023
Q2 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 4.88% |
$86.2K - $98.6K
|
19.5K
$2.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.01K- 19.98% |
$86.6K - $99.1K
|
4.02K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.04K- 29.43% |
$89.5K - $102K
|
2.49K
$256K
|
|
|
Aug 21, 2023
Q2 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-1.05K- 3.57% |
$90.5K - $104K
|
28.4K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 4.45% |
$92.3K - $106K
|
23K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.09K- 25.03% |
$93.9K - $108K
|
3.27K
$336K
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.11K- 1.41% |
$95.9K - $110K
|
78.1K
$8.04M
|
|
|
Jun 20, 2024
Q2 2023
|
Abrdn PLC
|
SELL
|
- |
-1.11K- 1.41% |
$95.9K - $110K
|
78.1K
$8.04M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.15K- 1.37% |
$98.8K - $113K
|
82.3K
$8.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.16K- 12.57% |
$100K - $115K
|
8.08K
$832K
|