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 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
602+ 8.78% |
$51.9K - $59.4K
|
7.46K
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
601New |
$51.8K - $59.3K
|
601
$59.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
590+ 6.1% |
$50.9K - $58.2K
|
10.3K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Kbc Group Nv
|
BUY
|
- |
587+ 2.78% |
$50.6K - $57.9K
|
21.7K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
583+ 8.62% |
$50.2K - $57.5K
|
7.34K
$729K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
578New |
$49.8K - $57K
|
578
$57.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
564+ 5.88% |
$48.6K - $55.6K
|
10.2K
$1.01M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
551+ 9.66% |
$47.5K - $54.4K
|
6.25K
$621K
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
547+ 2.65% |
$47.1K - $54K
|
21.2K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
539+ 3.66% |
$46.5K - $53.2K
|
15.3K
$1.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
537+ 1.25% |
$46.3K - $53K
|
43.5K
$4.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
524+ 3.21% |
$45.2K - $51.7K
|
16.8K
$1.67M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
503+ 3.47% |
$43.4K - $49.6K
|
15K
$1.49M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
502+ 18.67% |
$43.3K - $49.5K
|
3.19K
$317K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
499+ 13.45% |
$43K - $49.2K
|
4.21K
$418K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
484+ 30.21% |
$41.7K - $47.7K
|
2.09K
$207K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
455+ 17.98% |
$39.2K - $44.9K
|
2.99K
$296K
|
|
|
Jul 31, 2024
Q2 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
447+ 1.42% |
$38.5K - $44.1K
|
31.9K
$3.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
438+ 1.6% |
$37.8K - $43.2K
|
27.8K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Quarry LP
New York, NY |
BUY
|
- |
433+ 373.28% |
$37.3K - $42.7K
|
549
$54.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
432+ 3.41% |
$37.2K - $42.6K
|
13.1K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
431+ 21.35% |
$37.1K - $42.5K
|
2.45K
$243K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
421+ 1.69% |
$36.3K - $41.5K
|
25.4K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
410+ 3.63% |
$35.3K - $40.4K
|
11.7K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
401+ 6.94% |
$34.6K - $39.6K
|
6.18K
$613K
|
|
|
Aug 04, 2023
Q2 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
400+ 0.32% |
$34.5K - $39.5K
|
125K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
393+ 8.49% |
$33.9K - $38.8K
|
5.02K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
391+ 0.46% |
$33.7K - $38.6K
|
84.9K
$8.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
382+ 1.15% |
$32.9K - $37.7K
|
33.5K
$3.33M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
381+ 0.58% |
$32.8K - $37.6K
|
66.1K
$6.57M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
371New |
$32K - $36.6K
|
371
$36.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
371New |
$32K - $36.6K
|
371
$36.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
368+ 8.03% |
$31.7K - $36.3K
|
4.95K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
366+ 7.68% |
$31.5K - $36.1K
|
5.13K
$509K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
365+ 1.23% |
$31.5K - $36K
|
29.9K
$2.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
363+ 3.19% |
$31.3K - $35.8K
|
11.7K
$1.17M
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
350+ 15.75% |
$30.2K - $34.5K
|
2.57K
$255K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
350+ 4.92% |
$30.2K - $34.5K
|
7.47K
$741K
|
|
|
Aug 04, 2023
Q2 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
339+ 0.99% |
$29.2K - $33.4K
|
34.4K
$3.42M
|
|
|
Jul 20, 2023
Q2 2023
|
Alta Capital Management LLC
|
BUY
|
- |
324+ 1.25% |
$27.9K - $32K
|
26.2K
$2.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
323+ 2.77% |
$27.8K - $31.9K
|
12K
$1.19M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
315+ 6.15% |
$27.1K - $31.1K
|
5.44K
$540K
|
|
|
Jul 10, 2023
Q2 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
311New |
$26.8K - $30.7K
|
311
$30.9K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
303+ 34.63% |
$26.1K - $29.9K
|
1.18K
$117K
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
300New |
$25.9K - $29.6K
|
300
$29.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
297New |
$25.6K - $29.3K
|
297
$29.5K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
290+ 1.03% |
$25K - $28.6K
|
28.4K
$2.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
290+ 1.01% |
$25K - $28.6K
|
29K
$2.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
284+ 5.34% |
$24.5K - $28K
|
5.6K
$556K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
284+ 2.22% |
$24.5K - $28K
|
13.1K
$1.3M
|