Purchases and Sales Made in Q3 2023 in Wec Energy Group, Inc. (WEC)
This table provides information about the institutional ownership of Wec Energy Group, Inc. (WEC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-85- 2.08% |
$6.79K - $7.87K
|
4.01K
$436K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-87- 1.91% |
$6.95K - $8.05K
|
4.48K
$488K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-88- 2.02% |
$7.03K - $8.14K
|
4.26K
$464K
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-89- 14.81% |
$7.11K - $8.24K
|
512
$55.8K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-92- 3.48% |
$7.35K - $8.51K
|
2.55K
$278K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-96- 1.6% |
$7.67K - $8.88K
|
5.92K
$645K
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.21% |
$7.99K - $9.25K
|
8.2K
$893K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.12% |
$7.99K - $9.25K
|
86K
$9.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 0.12% |
$7.99K - $9.25K
|
86K
$9.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-103- 0.36% |
$8.23K - $9.53K
|
28.8K
$3.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-104- 0.96% |
$8.31K - $9.62K
|
10.8K
$1.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-104- 18.6% |
$8.31K - $9.62K
|
455
$49.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-105- 0.79% |
$8.39K - $9.72K
|
13.1K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-105- 2.15% |
$8.39K - $9.72K
|
4.78K
$520K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-106- 3.69% |
$8.47K - $9.81K
|
2.76K
$301K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-110- 9.34% |
$8.79K - $10.2K
|
1.07K
$116K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-113- 3.02% |
$9.03K - $10.5K
|
3.63K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-115- 3.77% |
$9.19K - $10.6K
|
2.94K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-116- 1.55% |
$9.27K - $10.7K
|
7.35K
$800K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-117- 2.6% |
$9.35K - $10.8K
|
4.38K
$476K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
SELL
|
- |
-132- 21.22% |
$10.5K - $12.2K
|
490
$53.4K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-135- 4.15% |
$10.8K - $12.5K
|
3.12K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-150- 60.0% |
$12K - $13.9K
|
100
$10.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-151- 4.37% |
$12.1K - $14K
|
3.3K
$360K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-153- 3.84% |
$12.2K - $14.2K
|
3.84K
$418K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-158- 5.83% |
$12.6K - $14.6K
|
2.55K
$278K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-158- 1.38% |
$12.6K - $14.6K
|
11.3K
$1.23M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-159- 2.22% |
$12.7K - $14.7K
|
7.01K
$764K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-160- 3.66% |
$12.8K - $14.8K
|
4.21K
$458K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-162- 1.58% |
$12.9K - $15K
|
10.1K
$1.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-165- 80.88% |
$13.2K - $15.3K
|
39
$4.25K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-168- 2.17% |
$13.4K - $15.5K
|
7.59K
$827K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-174- 4.43% |
$13.9K - $16.1K
|
3.75K
$408K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-183- 0.79% |
$14.6K - $16.9K
|
23.1K
$2.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-189- 30.78% |
$15.1K - $17.5K
|
425
$46.3K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-189- 0.16% |
$15.1K - $17.5K
|
118K
$12.9M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-192- 5.71% |
$15.3K - $17.8K
|
3.17K
$345K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-196- 5.75% |
$15.7K - $18.1K
|
3.21K
$350K
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-200- 1.1% |
$16K - $18.5K
|
18K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-200- 0.81% |
$16K - $18.5K
|
24.4K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-222- 3.53% |
$17.7K - $20.5K
|
6.07K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-227- 7.67% |
$18.1K - $21K
|
2.73K
$298K
|
|
|
Oct 20, 2023
Q3 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-228- 1.25% |
$18.2K - $21.1K
|
18K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-233- 8.11% |
$18.6K - $21.6K
|
2.64K
$288K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-234- 34.36% |
$18.7K - $21.7K
|
447
$48.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-240- 11.58% |
$19.2K - $22.2K
|
1.83K
$200K
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-251- 1.41% |
$20K - $23.2K
|
17.5K
$1.91M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-251- 61.07% |
$20K - $23.2K
|
160
$17.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-254- 46.27% |
$20.3K - $23.5K
|
295
$32.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-260- 1.57% |
$20.8K - $24.1K
|
16.3K
$1.78M
|