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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
220+ 1.25% |
$17.1K - $18.8K
|
17.9K
$1.86M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
210+ 6.23% |
$16.3K - $18K
|
3.58K
$373K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
208+ 5.06% |
$16.2K - $17.8K
|
4.32K
$450K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
206New |
$16K - $17.6K
|
206
$21.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
206+ 13.4% |
$16K - $17.6K
|
1.74K
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
Blossom Wealth Management
|
BUY
|
- |
203+ 4.02% |
$15.8K - $17.4K
|
5.25K
$547K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
200+ 26.46% |
$15.6K - $17.1K
|
956
$99.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
200+ 5.0% |
$15.6K - $17.1K
|
4.2K
$438K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
198+ 1.9% |
$15.4K - $16.9K
|
10.6K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
197+ 3.07% |
$15.3K - $16.9K
|
6.61K
$688K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
183+ 4.1% |
$14.2K - $15.7K
|
4.65K
$484K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
183+ 831.82% |
$14.2K - $15.7K
|
205
$21.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
176+ 5.54% |
$13.7K - $15.1K
|
3.36K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Mqs Management LLC
|
BUY
|
- |
174+ 4.67% |
$13.5K - $14.9K
|
3.9K
$406K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
165+ 2.13% |
$12.8K - $14.1K
|
7.9K
$823K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
165+ 6.15% |
$12.8K - $14.1K
|
2.85K
$297K
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
153+ 1.96% |
$11.9K - $13.1K
|
7.97K
$831K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
149+ 4.39% |
$11.6K - $12.8K
|
3.55K
$369K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
147+ 1.98% |
$11.4K - $12.6K
|
7.57K
$789K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Advisors Inc
|
BUY
|
- |
146+ 4.02% |
$11.4K - $12.5K
|
3.77K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
144+ 4.42% |
$11.2K - $12.3K
|
3.4K
$355K
|
|
|
Aug 05, 2024
Q2 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
140+ 0.41% |
$10.9K - $12K
|
34.4K
$3.58M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
137+ 5.59% |
$10.7K - $11.7K
|
2.59K
$270K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
131+ 1.69% |
$10.2K - $11.2K
|
7.9K
$823K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
131New |
$10.2K - $11.2K
|
131
$13.7K
|
|
|
Aug 14, 2024
Q2 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
126+ 10.38% |
$9.8K - $10.8K
|
1.34K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
126New |
$9.8K - $10.8K
|
126
$13.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
123+ 64.4% |
$9.57K - $10.5K
|
314
$32.7K
|
|
|
Aug 07, 2024
Q2 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
118+ 58.13% |
$9.18K - $10.1K
|
321
$33.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
117+ 1.97% |
$9.1K - $10K
|
6.05K
$630K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
117+ 37.74% |
$9.1K - $10K
|
427
$44.5K
|
|
|
Aug 19, 2024
Q2 2024
|
Kimelman & Baird, LLC
New York, NY |
BUY
|
- |
116New |
$9.02K - $9.93K
|
116
$12.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
114+ 1.91% |
$8.87K - $9.76K
|
6.1K
$635K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
110+ 2.64% |
$8.56K - $9.41K
|
4.28K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
107+ 18.61% |
$8.32K - $9.16K
|
682
$71.1K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
101+ 0.9% |
$7.86K - $8.64K
|
11.3K
$1.18M
|
|
|
Aug 01, 2024
Q2 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
100+ 0.37% |
$7.78K - $8.56K
|
27.1K
$2.82M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
100+ 94.34% |
$7.78K - $8.56K
|
206
$21.5K
|
|
|
Jul 26, 2024
Q2 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
100+ 0.12% |
$7.78K - $8.56K
|
86.5K
$9.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
97+ 0.39% |
$7.55K - $8.3K
|
24.9K
$2.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
90+ 13.85% |
$7K - $7.7K
|
740
$77.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
88+ 1.52% |
$6.85K - $7.53K
|
5.86K
$611K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
84+ 2.1% |
$6.54K - $7.19K
|
4.08K
$425K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
83+ 16.15% |
$6.46K - $7.1K
|
597
$62.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
83+ 0.7% |
$6.46K - $7.1K
|
11.9K
$1.24M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
83New |
$6.46K - $7.1K
|
83
$8.65K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
79+ 17.52% |
$6.15K - $6.76K
|
530
$55.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
76+ 0.3% |
$5.91K - $6.5K
|
25.3K
$2.64M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
76New |
$5.91K - $6.5K
|
76
$7.92K
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
74+ 6.61% |
$5.76K - $6.33K
|
1.19K
$124K
|