Purchases and Sales Made in Q2 2024 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q2 2024. 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 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
19+ 0.17% |
$1.48K - $1.63K
|
11.5K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
18New |
$1.4K - $1.54K
|
18
$1.97K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
16+ 9.52% |
$1.24K - $1.37K
|
184
$20.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
16+ 3.9% |
$1.24K - $1.37K
|
426
$46.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
15New |
$1.17K - $1.28K
|
15
$1.64K
|
|
|
Jul 22, 2024
Q2 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
15+ 0.41% |
$1.17K - $1.28K
|
3.65K
$400K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
15+ 12.61% |
$1.17K - $1.28K
|
134
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 0.36% |
$1.01K - $1.11K
|
3.66K
$400K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
12+ 28.57% |
$934 - $1.03K
|
54
$5.91K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
12+ 0.37% |
$934 - $1.03K
|
3.26K
$357K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
12+ 0.03% |
$934 - $1.03K
|
46.2K
$5.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
10New |
$778 - $856
|
10
$1.09K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
10+ 1.87% |
$778 - $856
|
544
$59.5K
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.36% |
$778 - $856
|
2.77K
$303K
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
8+ 0.3% |
$622 - $685
|
2.71K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6+ 1.18% |
$467 - $513
|
515
$56.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 25.0% |
$467 - $513
|
30
$3.28K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6+ 0.23% |
$467 - $513
|
2.66K
$291K
|
|
|
Jul 17, 2024
Q2 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
BUY
|
- |
6+ 0.21% |
$467 - $513
|
2.92K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
6+ 0.07% |
$467 - $513
|
8.51K
$931K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
5+ 25.0% |
$389 - $428
|
25
$2.74K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
5+ 0.49% |
$389 - $428
|
1.03K
$112K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 0.05% |
$389 - $428
|
10.9K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Hudock, Inc.
|
BUY
|
- |
4+ 0.08% |
$311 - $342
|
4.99K
$546K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4+ 200.0% |
$311 - $342
|
6
$657
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
4+ 0.12% |
$311 - $342
|
3.23K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
3New |
$233 - $257
|
3
$328
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
3+ 1.09% |
$233 - $257
|
277
$30.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.05% |
$233 - $257
|
5.69K
$623K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3+ 1.32% |
$233 - $257
|
230
$25.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 60.0% |
$233 - $257
|
8
$875
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$233 - $257
|
4.87K
$533K
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$156 - $171
|
10.9K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.04% |
$156 - $171
|
4.75K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.04% |
$77.8 - $85.6
|
2.73K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 1.02% |
$77.8 - $85.6
|
99
$10.8K
|
|
|
May 28, 2025
Q2 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1+ 0.02% |
$77.8 - $85.6
|
5.67K
$620K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.39% |
$77.8 - $85.6
|
258
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
1+ 14.29% |
$77.8 - $85.6
|
8
$875
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.36% |
$77.8 - $85.6
|
282
$30.9K
|
|
|
Mar 04, 2025
Q2 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2024
Q2 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 20.0% |
$77.8 - $85.6
|
4
$438
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1- 0.08% |
$77.8 - $85.6
|
1.28K
$140K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2- 0.03% |
$156 - $171
|
6.09K
$666K
|
|
|
Jul 23, 2024
Q2 2024
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-2- 0.03% |
$156 - $171
|
6.33K
$693K
|
|
|
Aug 07, 2024
Q2 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-5- 0.05% |
$389 - $428
|
9.5K
$1.04M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 23.08% |
$467 - $513
|
20
$2.19K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-10- 0.33% |
$778 - $856
|
3.06K
$335K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 50.0% |
$778 - $856
|
10
$1.09K
|
|
|
Jul 24, 2024
Q2 2024
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.03% |
$778 - $856
|
39.8K
$4.35M
|