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 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
11+ 0.09% |
$948 - $1.09K
|
12.2K
$1.34M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 0.78% |
$862 - $986
|
1.29K
$141K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10+ 0.34% |
$862 - $986
|
2.96K
$324K
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
9+ 0.31% |
$776 - $888
|
2.88K
$315K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.37% |
$776 - $888
|
2.47K
$270K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 0.9% |
$690 - $789
|
900
$98.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
8+ 0.18% |
$690 - $789
|
4.49K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
8+ 0.07% |
$690 - $789
|
10.9K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
7+ 20.0% |
$603 - $690
|
42
$4.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 140.0% |
$603 - $690
|
12
$1.31K
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
7+ 0.15% |
$603 - $690
|
4.67K
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
6+ 0.24% |
$517 - $592
|
2.47K
$270K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
5+ 4.31% |
$431 - $493
|
121
$13.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5New |
$431 - $493
|
5
$547
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 1.48% |
$431 - $493
|
343
$37.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5New |
$431 - $493
|
5
$547
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 8.16% |
$345 - $395
|
53
$5.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4New |
$345 - $395
|
4
$438
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4+ 0.17% |
$345 - $395
|
2.4K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
4+ 0.18% |
$345 - $395
|
2.23K
$243K
|
|
|
Aug 09, 2023
Q2 2023
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
3+ 0.08% |
$259 - $296
|
3.58K
$392K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.73% |
$259 - $296
|
412
$45.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3+ 0.51% |
$259 - $296
|
586
$64.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
3+ 0.16% |
$259 - $296
|
1.86K
$203K
|
|
|
Jul 10, 2023
Q2 2023
|
First Affirmative Financial Network
|
BUY
|
- |
3+ 0.07% |
$259 - $296
|
4.36K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 1.5% |
$172 - $197
|
135
$14.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 3.33% |
$172 - $197
|
62
$6.78K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
2+ 0.07% |
$172 - $197
|
2.95K
$323K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$172 - $197
|
4.74K
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2+ 1.03% |
$172 - $197
|
196
$21.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.05% |
$172 - $197
|
3.68K
$402K
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.06% |
$172 - $197
|
3.38K
$370K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1+ 0.03% |
$86.2 - $98.6
|
3.89K
$425K
|
|
|
Jul 17, 2023
Q2 2023
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
1+ 0.01% |
$86.2 - $98.6
|
7.56K
$828K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.4% |
$86.2 - $98.6
|
254
$27.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.01% |
$86.2 - $98.6
|
8.3K
$908K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.16% |
$86.2 - $98.6
|
614
$67.2K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2- 0.05% |
$172 - $197
|
4.09K
$448K
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2- 0.12% |
$172 - $197
|
1.6K
$175K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2- 0.45% |
$172 - $197
|
439
$48K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 15.79% |
$259 - $296
|
16
$1.75K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-3- 1.38% |
$259 - $296
|
214
$23.4K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-4- 0.17% |
$345 - $395
|
2.41K
$263K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 1.84% |
$345 - $395
|
213
$23.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-4- 66.67% |
$345 - $395
|
2
$219
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.39% |
$431 - $493
|
355
$38.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
SELL
|
- |
-5- 0.13% |
$431 - $493
|
3.74K
$409K
|
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
SELL
|
- |
-6- 0.23% |
$517 - $592
|
2.59K
$284K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7- 0.23% |
$603 - $690
|
3.09K
$338K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-7- 0.08% |
$603 - $690
|
8.9K
$974K
|