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 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
82+ 2.76% |
$7.07K - $8.09K
|
3.05K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
75+ 0.94% |
$6.46K - $7.4K
|
8.07K
$841K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
74+ 6.88% |
$6.38K - $7.3K
|
1.15K
$120K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
73+ 1.18% |
$6.29K - $7.2K
|
6.27K
$653K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
69New |
$5.95K - $6.81K
|
69
$7.19K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
66New |
$5.69K - $6.51K
|
66
$6.88K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
66New |
$5.69K - $6.51K
|
66
$6.88K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 8.04% |
$5.69K - $6.51K
|
887
$92.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
63New |
$5.43K - $6.21K
|
63
$6.56K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
61+ 8.87% |
$5.26K - $6.02K
|
749
$78K
|
|
|
Aug 03, 2023
Q2 2023
|
Landaas & CO
Milwaukee, WI |
BUY
|
- |
60+ 0.49% |
$5.17K - $5.92K
|
12.4K
$1.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
58+ 9.9% |
$5K - $5.72K
|
644
$67.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
58+ 0.85% |
$5K - $5.72K
|
6.85K
$714K
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
56+ 1.01% |
$4.83K - $5.52K
|
5.59K
$583K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54+ 0.39% |
$4.65K - $5.33K
|
14K
$1.45M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
53+ 22.75% |
$4.57K - $5.23K
|
286
$29.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
51+ 134.21% |
$4.4K - $5.03K
|
89
$9.27K
|
|
|
Aug 04, 2023
Q2 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
47+ 0.58% |
$4.05K - $4.64K
|
8.16K
$851K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
46+ 1.15% |
$3.96K - $4.54K
|
4.06K
$423K
|
|
|
Aug 07, 2023
Q2 2023
|
Hfr Wealth Management, LLC
Niskayuna, NY |
BUY
|
- |
46+ 0.05% |
$3.96K - $4.54K
|
92.9K
$9.68M
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
45+ 0.74% |
$3.88K - $4.44K
|
6.09K
$635K
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
45+ 2.0% |
$3.88K - $4.44K
|
2.29K
$239K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
BUY
|
- |
43+ 1.42% |
$3.71K - $4.24K
|
3.07K
$320K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
42+ 0.42% |
$3.62K - $4.14K
|
10.1K
$1.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
41+ 1.59% |
$3.53K - $4.04K
|
2.63K
$274K
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
40+ 13.03% |
$3.45K - $3.95K
|
347
$36.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 3.43% |
$3.36K - $3.85K
|
1.18K
$122K
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
39+ 3.43% |
$3.36K - $3.85K
|
1.18K
$122K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
37+ 0.51% |
$3.19K - $3.65K
|
7.32K
$762K
|
|
|
Jul 14, 2023
Q2 2023
|
Steph & CO
|
BUY
|
- |
34+ 0.48% |
$2.93K - $3.35K
|
7.12K
$742K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
34+ 0.34% |
$2.93K - $3.35K
|
9.95K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 2.13% |
$2.84K - $3.26K
|
1.58K
$165K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
29+ 0.62% |
$2.5K - $2.86K
|
4.7K
$490K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
29+ 0.45% |
$2.5K - $2.86K
|
6.51K
$678K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
28+ 4.71% |
$2.41K - $2.76K
|
622
$64.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
28+ 1.04% |
$2.41K - $2.76K
|
2.73K
$284K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
25+ 0.27% |
$2.15K - $2.47K
|
9.3K
$969K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
25+ 0.51% |
$2.15K - $2.47K
|
4.97K
$518K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
23+ 0.68% |
$1.98K - $2.27K
|
3.42K
$357K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
20+ 0.89% |
$1.72K - $1.97K
|
2.26K
$236K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
20New |
$1.72K - $1.97K
|
20
$2.08K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
18+ 0.34% |
$1.55K - $1.78K
|
5.27K
$549K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
18+ 0.52% |
$1.55K - $1.78K
|
3.46K
$361K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
18+ 0.91% |
$1.55K - $1.78K
|
2K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
17+ 0.73% |
$1.47K - $1.68K
|
2.35K
$245K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
15+ 5.4% |
$1.29K - $1.48K
|
293
$30.5K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12New |
$1.03K - $1.18K
|
12
$1.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
12+ 1.2% |
$1.03K - $1.18K
|
1.01K
$105K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11New |
$948 - $1.09K
|
11
$1.15K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.09% |
$948 - $1.09K
|
12.2K
$1.27M
|