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
|
Sound Income Strategies, LLC
|
SELL
|
- |
-12- 3.2% |
$934 - $1.03K
|
363
$37.8K
|
|
|
Aug 08, 2024
Q2 2024
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-14- 0.1% |
$1.09K - $1.2K
|
13.6K
$1.41M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-14- 70.0% |
$1.09K - $1.2K
|
6
$625
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-15- 3.4% |
$1.17K - $1.28K
|
426
$44.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 18.82% |
$1.24K - $1.37K
|
69
$7.19K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-18- 18.18% |
$1.4K - $1.54K
|
81
$8.44K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-19- 6.35% |
$1.48K - $1.63K
|
280
$29.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-20- 3.58% |
$1.56K - $1.71K
|
539
$56.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-20- 0.35% |
$1.56K - $1.71K
|
5.65K
$589K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-22- 0.79% |
$1.71K - $1.88K
|
2.76K
$288K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-23- 15.65% |
$1.79K - $1.97K
|
124
$12.9K
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-28- 0.09% |
$2.18K - $2.4K
|
29.6K
$3.08M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-30- 0.83% |
$2.33K - $2.57K
|
3.6K
$375K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-32- 7.44% |
$2.49K - $2.74K
|
398
$41.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 5.89% |
$2.49K - $2.74K
|
511
$53.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-34- 55.74% |
$2.65K - $2.91K
|
27
$2.81K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-39- 5.43% |
$3.03K - $3.34K
|
679
$70.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-41- 6.33% |
$3.19K - $3.51K
|
607
$63.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
SELL
|
- |
-44- 1.37% |
$3.42K - $3.77K
|
3.17K
$330K
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-46- 1.7% |
$3.58K - $3.94K
|
2.65K
$277K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-47- 23.86% |
$3.66K - $4.02K
|
150
$15.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-47- 45.19% |
$3.66K - $4.02K
|
57
$5.94K
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-47- 1.43% |
$3.66K - $4.02K
|
3.24K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-48- 0.59% |
$3.73K - $4.11K
|
8.1K
$844K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-49- 5.74% |
$3.81K - $4.19K
|
804
$83.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-50- 12.72% |
$3.89K - $4.28K
|
343
$35.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Lvz, Inc.
|
SELL
|
- |
-50- 0.87% |
$3.89K - $4.28K
|
5.73K
$597K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-51- 0.71% |
$3.97K - $4.36K
|
7.16K
$746K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-52- 1.41% |
$4.05K - $4.45K
|
3.65K
$380K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-55- 25.35% |
$4.28K - $4.71K
|
162
$16.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-56- 8.56% |
$4.36K - $4.79K
|
598
$62.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-56- 0.96% |
$4.36K - $4.79K
|
5.79K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-57- 0.46% |
$4.43K - $4.88K
|
12.4K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-58- 1.76% |
$4.51K - $4.96K
|
3.23K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-60- 1.29% |
$4.67K - $5.13K
|
4.61K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 0.68% |
$5.06K - $5.56K
|
9.52K
$992K
|
|
|
Aug 22, 2024
Q2 2024
|
Aurora Investment Counsel
Atlanta, GA |
SELL
|
- |
-68- 0.39% |
$5.29K - $5.82K
|
17.3K
$1.81M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-70- 2.4% |
$5.45K - $5.99K
|
2.84K
$296K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 14.57% |
$5.6K - $6.16K
|
422
$44K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-74- 3.12% |
$5.76K - $6.33K
|
2.3K
$240K
|
|
|
Jul 26, 2024
Q2 2024
|
Miller Howard Investments Inc
|
SELL
|
- |
-74- 0.53% |
$5.76K - $6.33K
|
13.8K
$1.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-74- 59.68% |
$5.76K - $6.33K
|
50
$5.21K
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-75- 1.82% |
$5.84K - $6.42K
|
4.04K
$421K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-76- 0.17% |
$5.91K - $6.5K
|
44.7K
$4.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-79- 0.76% |
$6.15K - $6.76K
|
10.3K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-85- 0.67% |
$6.61K - $7.27K
|
12.6K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-86- 1.21% |
$6.69K - $7.36K
|
7.04K
$734K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-91- 0.15% |
$7.08K - $7.79K
|
60.5K
$6.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-91- 0.11% |
$7.08K - $7.79K
|
79.5K
$8.28M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-97- 1.07% |
$7.55K - $8.3K
|
8.93K
$931K
|