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 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3.13KNew |
$250K - $289K
|
3.13K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3KNew |
$240K - $278K
|
3K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
2.99KNew |
$239K - $277K
|
2.99K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
2.97K+ 720.15% |
$237K - $275K
|
3.38K
$318K
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
2.97KNew |
$237K - $274K
|
2.97K
$279K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.93KNew |
$234K - $271K
|
2.93K
$275K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.86KNew |
$229K - $265K
|
2.86K
$269K
|
|
|
Nov 14, 2023
Q3 2023
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
2.75KNew |
$219K - $254K
|
2.75K
$258K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
2.75KNew |
$219K - $254K
|
2.75K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.7KNew |
$216K - $250K
|
2.7K
$254K
|
|
|
Nov 07, 2023
Q3 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
2.67K+ 35.92% |
$214K - $247K
|
10.1K
$951K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
2.59K+ 26.76% |
$207K - $240K
|
12.3K
$1.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
2.5K+ 5.4% |
$200K - $231K
|
48.8K
$4.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.49K+ 107.23% |
$199K - $231K
|
4.82K
$453K
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
2.37K+ 14.41% |
$190K - $220K
|
18.8K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.36K+ 6.78% |
$189K - $219K
|
37.2K
$3.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.32K+ 2.96% |
$186K - $215K
|
80.7K
$7.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.32K+ 19.83% |
$185K - $215K
|
14K
$1.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.26K+ 50.29% |
$181K - $209K
|
6.76K
$636K
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.26KNew |
$181K - $209K
|
2.26K
$213K
|
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
2.13K+ 2.38% |
$170K - $197K
|
91.8K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.1K+ 7.26% |
$168K - $195K
|
31K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
2.1K+ 292.33% |
$167K - $194K
|
2.81K
$264K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2.09K+ 9.55% |
$167K - $194K
|
24K
$2.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.09K+ 1.34% |
$167K - $193K
|
158K
$14.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.07K+ 23.46% |
$165K - $191K
|
10.9K
$1.02M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.98K+ 62.34% |
$158K - $184K
|
5.16K
$485K
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
1.95K+ 4.83% |
$156K - $180K
|
42.3K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
1.93K+ 16.08% |
$154K - $179K
|
14K
$1.31M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 6.56% |
$149K - $173K
|
30.3K
$2.85M
|
|
|
Oct 18, 2023
Q3 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
1.8K+ 12.04% |
$144K - $167K
|
16.8K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.8KNew |
$143K - $166K
|
1.8K
$169K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.79K+ 35.09% |
$143K - $165K
|
6.88K
$646K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.71K+ 14.94% |
$136K - $158K
|
13.1K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.7K+ 36.34% |
$136K - $157K
|
6.37K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.67K+ 3.67% |
$133K - $155K
|
47.2K
$4.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.67K+ 8.06% |
$133K - $154K
|
22.3K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
1.65K+ 7.62% |
$132K - $153K
|
23.3K
$2.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.61K+ 6.43% |
$129K - $149K
|
26.7K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.52K+ 18.79% |
$121K - $140K
|
9.6K
$902K
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 44.8% |
$121K - $140K
|
4.9K
$460K
|
|
|
Oct 31, 2023
Q3 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
1.51K+ 6.64% |
$120K - $139K
|
24.2K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.46K+ 4.45% |
$116K - $135K
|
34.2K
$3.21M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.45K+ 6.29% |
$116K - $134K
|
24.5K
$2.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.36K+ 19.23% |
$108K - $126K
|
8.42K
$791K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.33K+ 445.97% |
$106K - $123K
|
1.63K
$153K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.32K+ 26.48% |
$105K - $122K
|
6.3K
$592K
|
|
|
Nov 08, 2023
Q3 2023
|
Amalgamated Bank
New York, NY |
BUY
|
- |
1.29K+ 1.63% |
$103K - $119K
|
80.7K
$7.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
1.29K+ 9.61% |
$103K - $119K
|
14.7K
$1.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.24K+ 5.76% |
$98.7K - $114K
|
22.7K
$2.13M
|